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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
992+ 6.32% |
$77.4K - $81.5K
|
16.7K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
991+ 227.29% |
$77.3K - $81.4K
|
1.43K
$111K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
930+ 17.12% |
$72.6K - $76.4K
|
6.36K
$495K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
846+ 25.64% |
$66K - $69.5K
|
4.15K
$323K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
796+ 2.41% |
$62.1K - $65.4K
|
33.8K
$2.63M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
749+ 12.09% |
$58.4K - $61.5K
|
6.94K
$541K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
708+ 20.71% |
$55.2K - $58.1K
|
4.13K
$321K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
688+ 2.3% |
$53.7K - $56.5K
|
30.5K
$2.38M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
650+ 12.38% |
$50.7K - $53.4K
|
5.9K
$459K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
633+ 7.46% |
$49.4K - $52K
|
9.12K
$710K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
632+ 3.41% |
$49.3K - $51.9K
|
19.1K
$1.49M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
629+ 3.03% |
$49.1K - $51.7K
|
21.4K
$1.67M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
620+ 1.91% |
$48.4K - $50.9K
|
33.2K
$2.58M
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
616+ 0.4% |
$48.1K - $50.6K
|
155K
$12.1M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
616New |
$48.1K - $50.6K
|
616
$48K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
616+ 84.38% |
$48.1K - $50.6K
|
1.35K
$105K
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
609+ 7.02% |
$47.5K - $50K
|
9.28K
$723K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
602+ 3.29% |
$47K - $49.4K
|
18.9K
$1.47M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
600New |
$46.8K - $49.3K
|
600
$46.7K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
562+ 10.47% |
$43.9K - $46.2K
|
5.93K
$462K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
528New |
$41.2K - $43.4K
|
528
$41.1K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
490+ 3.98% |
$38.2K - $40.2K
|
12.8K
$997K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
489+ 5.98% |
$38.2K - $40.2K
|
8.66K
$674K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
487+ 8.47% |
$38K - $40K
|
6.24K
$486K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
481+ 7.57% |
$37.5K - $39.5K
|
6.84K
$532K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
462New |
$36K - $37.9K
|
462
$36K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
441+ 9.25% |
$34.4K - $36.2K
|
5.21K
$406K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
430+ 10.91% |
$33.6K - $35.3K
|
4.37K
$340K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
369+ 42.86% |
$28.8K - $30.3K
|
1.23K
$95.8K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
355New |
$27.7K - $29.2K
|
355
$27.6K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
323+ 8.13% |
$25.2K - $26.5K
|
4.3K
$335K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
321+ 7.35% |
$25K - $26.4K
|
4.69K
$365K
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
316+ 5.41% |
$24.7K - $26K
|
6.16K
$480K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
310+ 0.75% |
$24.2K - $25.5K
|
41.7K
$3.25M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
307+ 10.43% |
$24K - $25.2K
|
3.25K
$253K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
307+ 10.71% |
$24K - $25.2K
|
3.17K
$247K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
292+ 5.11% |
$22.8K - $24K
|
6.01K
$468K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
258+ 100.78% |
$20.1K - $21.2K
|
514
$40K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
245New |
$19.1K - $20.1K
|
245
$19.1K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
231+ 3.37% |
$18K - $19K
|
7.09K
$552K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
224+ 6.96% |
$17.5K - $18.4K
|
3.44K
$268K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
200New |
$15.6K - $16.4K
|
200
$15.6K
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
198+ 4.81% |
$15.4K - $16.3K
|
4.31K
$336K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
194+ 1.17% |
$15.1K - $15.9K
|
16.7K
$1.3M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
193+ 4.32% |
$15.1K - $15.9K
|
4.66K
$363K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
162+ 4.18% |
$12.6K - $13.3K
|
4.04K
$314K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
146+ 3.79% |
$11.4K - $12K
|
4K
$312K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$10.9K - $11.5K
|
140
$10.9K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
135+ 0.37% |
$10.5K - $11.1K
|
36.7K
$2.85M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
129+ 1.74% |
$10.1K - $10.6K
|
7.54K
$587K
|