Latest Institutional Transactions on First Trust Nasdaq 100 Technol (QTEC)
This table provides information on the latest institutional transactions involving First Trust Nasdaq 100 Technol (QTEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5- 45.45% |
$833 - $978
|
6
$1.31K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-65Closed |
$10.8K - $12.7K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-200- 25.0% |
$33.3K - $39.1K
|
600
$131K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-491- 23.74% |
$81.8K - $96.1K
|
1.58K
$344K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
311New |
$51.8K - $60.9K
|
311
$67.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-145- 48.33% |
$24.1K - $28.4K
|
155
$33.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-55- 15.71% |
$9.16K - $10.8K
|
295
$64.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$1.82M - $2.13M
|
10.9K
$2.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-31- 2.57% |
$5.16K - $6.07K
|
1.17K
$256K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-10- 2.36% |
$1.67K - $1.96K
|
414
$90.2K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$27.6K - $35.4K
|
200
$43.6K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-48- 3.27% |
$6.61K - $8.49K
|
1.42K
$309K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
400New |
$55.1K - $70.8K
|
400
$87.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.15KNew |
$295K - $380K
|
2.15K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-50- 2.41% |
$6.89K - $8.85K
|
2.03K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
21New |
$2.89K - $3.72K
|
21
$4.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
51New |
$7.03K - $9.02K
|
51
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.99KNew |
$1.24M - $1.59M
|
8.99K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-921- 27.48% |
$127K - $163K
|
2.43K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.1KNew |
$2.49M - $3.2M
|
18.1K
$3.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.09KNew |
$287K - $369K
|
2.09K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-63- 25.71% |
$8.68K - $11.1K
|
182
$39.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
82New |
$11.3K - $14.5K
|
82
$17.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
330+ 12.94% |
$45.5K - $58.4K
|
2.88K
$628K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
169New |
$23.3K - $29.9K
|
169
$36.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-160- 11.55% |
$22K - $28.3K
|
1.23K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.35KNew |
$186K - $239K
|
1.35K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-248K- 32.34% |
$34.2M - $43.9M
|
519K
$113M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-36.5K- 16.12% |
$5.03M - $6.46M
|
190K
$41.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$179K - $229K
|
1.3K
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-12.6K- 15.54% |
$1.73M - $2.23M
|
68.4K
$14.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
50+ 100.0% |
$6.89K - $8.85K
|
100
$21.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.08K+ 20.19% |
$286K - $367K
|
12.4K
$2.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-396- 6.68% |
$54.5K - $70.1K
|
5.53K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.44KNew |
$336K - $432K
|
2.44K
$532K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-630- 22.48% |
$86.8K - $111K
|
2.17K
$473K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$183K - $235K
|
1.33K
$290K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-28- 4.96% |
$3.86K - $4.95K
|
536
$117K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.53K+ 84.27% |
$348K - $447K
|
5.53K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.25KNew |
$172K - $221K
|
1.25K
$273K
|
|
| Q3 2023 | |||||||
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 22.51% |
$175K - $195K
|
4.27K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
180New |
$25.4K - $28.3K
|
180
$39.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.24K- 22.38% |
$175K - $195K
|
4.3K
$936K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
136+ 1.64% |
$19.2K - $21.4K
|
8.44K
$1.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-294- 11.67% |
$41.5K - $46.2K
|
2.23K
$485K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-355- 6.49% |
$50.1K - $55.8K
|
5.11K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$28.2K - $31.5K
|
200
$43.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-65- 20.0% |
$9.17K - $10.2K
|
260
$56.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
822+ 32.88% |
$116K - $129K
|
3.32K
$724K
|
|
|
Oct 25, 2023
Q3 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7K- 16.61% |
$987K - $1.1M
|
35.1K
$7.66M
|
|