Purchases and Sales Made in Q4 2024 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST NASDAQ TECHNOLOGY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.51K+ 15.11% |
$430K - $453K
|
42K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.46K+ 4.55% |
$426K - $448K
|
125K
$9.77M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.42KNew |
$423K - $445K
|
5.42K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.25K+ 8.17% |
$410K - $431K
|
69.5K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.04K+ 12.41% |
$393K - $414K
|
45.6K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.98K+ 7.2% |
$389K - $409K
|
74.2K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.96KNew |
$387K - $408K
|
4.96K
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.85K+ 12.45% |
$379K - $398K
|
43.8K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.58K+ 4.46% |
$357K - $376K
|
107K
$8.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.57K+ 3.63% |
$357K - $376K
|
131K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.44K+ 3.87% |
$346K - $364K
|
119K
$9.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.4K+ 4.31% |
$343K - $361K
|
107K
$8.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.37KNew |
$341K - $359K
|
4.37K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.28K+ 11.8% |
$334K - $351K
|
40.5K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.27KNew |
$333K - $350K
|
4.27K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.26K+ 11.47% |
$332K - $350K
|
41.4K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.16K+ 11.43% |
$325K - $342K
|
40.6K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.12K+ 11.79% |
$321K - $338K
|
39K
$3.04M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.1KNew |
$320K - $337K
|
4.1K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.05K+ 80.92% |
$316K - $332K
|
9.05K
$704K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.88K+ 11.6% |
$303K - $319K
|
37.3K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$293K - $309K
|
3.76K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.47K+ 20.61% |
$271K - $285K
|
20.3K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.41KNew |
$266K - $280K
|
3.41K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.09KNew |
$241K - $254K
|
3.09K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.04KNew |
$237K - $250K
|
3.04K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3K+ 100.0% |
$234K - $246K
|
6K
$467K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.86KNew |
$223K - $235K
|
2.86K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.77KNew |
$216K - $228K
|
2.77K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.72KNew |
$212K - $223K
|
2.72K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.72K+ 1.08% |
$212K - $223K
|
255K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.7KNew |
$211K - $222K
|
2.7K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.66KNew |
$207K - $218K
|
2.66K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.65KNew |
$207K - $218K
|
2.65K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.21K+ 10.82% |
$172K - $181K
|
22.6K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.12K+ 5.7% |
$165K - $174K
|
39.3K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.06K+ 30.1% |
$161K - $170K
|
8.92K
$695K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.03K+ 23.95% |
$158K - $166K
|
10.5K
$817K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 5.03% |
$154K - $162K
|
41.2K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.97K+ 12.75% |
$154K - $162K
|
17.4K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.86K+ 2.47% |
$145K - $153K
|
77.1K
$6.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.62K+ 4.46% |
$127K - $133K
|
38K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
1.56K+ 1.58% |
$122K - $128K
|
100K
$7.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.41K+ 6.47% |
$110K - $116K
|
23.2K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.19K+ 43.93% |
$92.9K - $97.8K
|
3.9K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.18K+ 6.25% |
$92K - $96.8K
|
20K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.11K+ 7.05% |
$86.7K - $91.2K
|
16.9K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 4.49% |
$84K - $88.4K
|
25K
$1.95M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1K+ 23.95% |
$78.1K - $82.2K
|
5.18K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1K+ 2.59% |
$78K - $82.1K
|
39.6K
$3.09M
|