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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.91K- 5.05% |
$149K - $157K
|
35.9K
$2.8M
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.96K- 26.24% |
$153K - $161K
|
5.52K
$430K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.02K- 10.81% |
$157K - $165K
|
16.6K
$1.29M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.22K- 1.89% |
$173K - $182K
|
115K
$8.97M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.33K- 9.66% |
$182K - $192K
|
21.8K
$1.7M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.58K- 5.63% |
$202K - $212K
|
43.3K
$3.37M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.6K- 5.17% |
$203K - $214K
|
47.8K
$3.72M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.64K- 8.4% |
$206K - $217K
|
28.8K
$2.24M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-2.73K- 0.87% |
$213K - $224K
|
312K
$24.3M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.75K- 13.89% |
$215K - $226K
|
17.1K
$1.33M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.86K- 5.89% |
$223K - $235K
|
45.6K
$3.55M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.97K- 11.42% |
$232K - $244K
|
23.1K
$1.8M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.19K- 1.42% |
$249K - $262K
|
221K
$17.2M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.43K- 1.89% |
$268K - $282K
|
178K
$13.9M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.99K- 49.04% |
$389K - $409K
|
5.18K
$403K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.09K- 80.05% |
$397K - $418K
|
1.27K
$98.7K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.47K- 16.2% |
$427K - $450K
|
28.3K
$2.2M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.48K- 99.98% |
$506K - $532K
|
1
$77.9
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7.83K- 64.79% |
$611K - $643K
|
4.25K
$331K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-8.37K- 2.76% |
$653K - $687K
|
295K
$23M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.42K- 27.39% |
$657K - $692K
|
22.3K
$1.74M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.15K- 67.97% |
$714K - $751K
|
4.31K
$336K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.48K- 99.92% |
$739K - $778K
|
8
$623
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.4K- 44.68% |
$1.05M - $1.1M
|
16.6K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.1K- 29.41% |
$1.26M - $1.32M
|
38.6K
$3.01M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.7K- 0.74% |
$1.3M - $1.37M
|
2.25M
$175M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-17.1K- 79.46% |
$1.34M - $1.41M
|
4.43K
$345K
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-18.3K- 60.0% |
$1.43M - $1.5M
|
12.2K
$950K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-28.1KClosed |
$2.19M - $2.31M
|
0
$0
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37K- 55.77% |
$2.88M - $3.04M
|
29.3K
$2.28M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-54.3K- 43.54% |
$4.24M - $4.46M
|
70.4K
$5.48M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.1K- 3.77% |
$5.16M - $5.43M
|
1.69M
$131M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-110K- 96.8% |
$8.55M - $9M
|
3.62K
$282K
|