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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
193+ 4.32% |
$15.1K - $15.9K
|
4.66K
$388K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
162+ 4.18% |
$12.6K - $13.3K
|
4.04K
$336K
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
150+ 0.24% |
$11.7K - $12.3K
|
62.1K
$5.17M
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
146+ 3.79% |
$11.4K - $12K
|
4K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$10.9K - $11.5K
|
140
$11.7K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
135+ 0.37% |
$10.5K - $11.1K
|
36.7K
$3.05M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
129+ 1.74% |
$10.1K - $10.6K
|
7.54K
$628K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
125+ 5.8% |
$9.75K - $10.3K
|
2.28K
$190K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
111+ 1.73% |
$8.66K - $9.12K
|
6.52K
$543K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
104+ 3.03% |
$8.12K - $8.54K
|
3.54K
$294K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
95+ 2.23% |
$7.41K - $7.8K
|
4.35K
$362K
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
93+ 2.39% |
$7.26K - $7.64K
|
3.98K
$332K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
81+ 2.4% |
$6.32K - $6.65K
|
3.45K
$287K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
77+ 0.5% |
$6.01K - $6.32K
|
15.3K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
75+ 1.45% |
$5.85K - $6.16K
|
5.24K
$436K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
51+ 0.22% |
$3.98K - $4.19K
|
22.9K
$1.9M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42+ 0.23% |
$3.28K - $3.45K
|
18.1K
$1.51M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33+ 0.04% |
$2.57K - $2.71K
|
74.6K
$6.21M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$2.03K - $2.14K
|
26
$2.16K
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.82% |
$1.95K - $2.05K
|
3.08K
$256K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
17+ 0.51% |
$1.33K - $1.4K
|
3.34K
$278K
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
16+ 0.26% |
$1.25K - $1.31K
|
6.07K
$505K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
15+ 2.16% |
$1.17K - $1.23K
|
710
$59.1K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
15+ 0.54% |
$1.17K - $1.23K
|
2.8K
$233K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
13+ 0.03% |
$1.01K - $1.07K
|
47.4K
$3.94M
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13+ 0.11% |
$1.01K - $1.07K
|
11.8K
$981K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
12New |
$936 - $986
|
12
$999
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.55% |
$936 - $986
|
2.2K
$183K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 0.14% |
$858 - $903
|
8.01K
$667K
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$780 - $821
|
4.18K
$348K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9+ 5.06% |
$702 - $739
|
187
$15.6K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.12% |
$546 - $575
|
5.76K
$480K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7+ 0.25% |
$546 - $575
|
2.76K
$230K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.27% |
$546 - $575
|
2.62K
$218K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.63% |
$468 - $493
|
963
$80.2K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6+ 0.12% |
$468 - $493
|
4.94K
$411K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.54% |
$468 - $493
|
1.11K
$92.2K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.74% |
$156 - $164
|
272
$22.6K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.21% |
$156 - $164
|
965
$80.3K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.47% |
$78 - $82.1
|
216
$18K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.09% |
$78 - $82.1
|
1.07K
$88.7K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$78 - $82.1
|
1
$83.2
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$78 - $82.1
|
2.22K
$184K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.01% |
$156 - $164
|
13.8K
$1.15M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.21% |
$780 - $821
|
4.74K
$395K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-11- 0.32% |
$858 - $903
|
3.42K
$284K
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-20- 0.08% |
$1.56K - $1.64K
|
25.2K
$2.09M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-21- 0.37% |
$1.64K - $1.72K
|
5.6K
$466K
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-23- 23.0% |
$1.79K - $1.89K
|
77
$6.41K
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-24- 0.1% |
$1.87K - $1.97K
|
24.6K
$2.05M
|