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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$2.26K - $2.52K
|
16
$3.49K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$282 - $315
|
2
$436
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 50.0% |
$202K - $254K
|
1.7K
$370K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132New |
$15.7K - $19.7K
|
132
$28.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.62K+ 88.17% |
$312K - $392K
|
5.6K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$11.9K - $15K
|
100
$21.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.46K- 52.97% |
$173K - $218K
|
1.29K
$282K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-29- 55.77% |
$3.45K - $4.34K
|
23
$5.01K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-27- 1.07% |
$3.21K - $4.04K
|
2.51K
$546K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 4.44% |
$11.9K - $15K
|
2.15K
$469K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
100New |
$11.9K - $15K
|
100
$21.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.49KNew |
$177K - $223K
|
1.49K
$325K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-75- 1.7% |
$8.91K - $11.2K
|
4.35K
$947K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.19K- 49.83% |
$227K - $286K
|
2.21K
$481K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-65- 41.67% |
$6.73K - $8.48K
|
91
$19.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.91KNew |
$198K - $249K
|
1.91K
$416K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8New |
$828 - $1.04K
|
8
$1.74K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.87KNew |
$194K - $245K
|
1.87K
$408K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
17+ 0.36% |
$1.67K - $1.97K
|
4.74K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.99K- 20.3% |
$785K - $928K
|
31.4K
$6.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-645- 88.97% |
$63.3K - $74.9K
|
80
$17.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
171New |
$16.8K - $19.9K
|
171
$37.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3K- 95.54% |
$295K - $348K
|
140
$30.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-400- 90.91% |
$39.3K - $46.4K
|
40
$8.72K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-971Closed |
$95.3K - $113K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
89New |
$8.74K - $10.3K
|
89
$19.4K
|
|
| Q3 2022 | |||||||
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4Closed |
$419 - $549
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-309- 9.83% |
$32.4K - $42.4K
|
2.83K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.4K- 60.38% |
$671K - $878K
|
4.2K
$915K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1.08K- 22.08% |
$114K - $149K
|
3.83K
$834K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
426+ 3.04% |
$44.7K - $58.5K
|
14.4K
$3.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.42KNew |
$149K - $195K
|
1.42K
$309K
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-654- 1.85% |
$68.6K - $89.7K
|
34.8K
$7.58M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-52.8KClosed |
$5.54M - $7.25M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.38KClosed |
$153K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-11.2KClosed |
$1.25M - $1.75M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-6Closed |
$666 - $933
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.4KClosed |
$1.15M - $1.61M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
50+ 2.77% |
$5.55K - $7.78K
|
1.86K
$405K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2KClosed |
$222K - $311K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-969Closed |
$108K - $151K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100New |
$11.1K - $15.6K
|
100
$21.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.57KNew |
$285K - $400K
|
2.57K
$560K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.19KClosed |
$354K - $496K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
53New |
$5.88K - $8.24K
|
53
$11.5K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-25Closed |
$2.77K - $3.89K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-575- 99.83% |
$63.8K - $89.4K
|
1
$218
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
871New |
$96.6K - $135K
|
871
$190K
|
|