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 |
---|---|---|---|---|---|---|---|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
380New |
$42.2K - $59.1K
|
380
$82.5K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-3.01KClosed |
$334K - $468K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.54KNew |
$203K - $270K
|
1.54K
$335K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.42KNew |
$187K - $248K
|
1.42K
$308K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.62KClosed |
$345K - $459K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-104Closed |
$13.7K - $18.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.9KClosed |
$777K - $1.03M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-317Closed |
$41.8K - $55.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
280New |
$36.9K - $49K
|
280
$60.8K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-1.15KClosed |
$151K - $200K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.45KClosed |
$191K - $254K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-189Closed |
$24.9K - $33.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-10.9KClosed |
$1.44M - $1.91M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-441- 8.76% |
$58.1K - $77.2K
|
4.59K
$997K
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12.2KClosed |
$1.6M - $2.13M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
150New |
$19.8K - $26.3K
|
150
$32.6K
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.65KClosed |
$218K - $289K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.59KClosed |
$869K - $1.15M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
343New |
$45.2K - $60.1K
|
343
$74.5K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$6.59K - $8.75K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.84KClosed |
$242K - $322K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.16KClosed |
$153K - $203K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-10.9KClosed |
$1.43M - $1.91M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-13Closed |
$1.71K - $2.28K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.38KClosed |
$182K - $241K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-820Closed |
$108K - $144K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.77KClosed |
$233K - $310K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-59.4KClosed |
$7.83M - $10.4M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-73Closed |
$11.2K - $13.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-72Closed |
$11.1K - $13K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-59Closed |
$9.09K - $10.6K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-795Closed |
$122K - $143K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.28KClosed |
$196K - $230K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12Closed |
$1.85K - $2.16K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.76K+ 3.1% |
$269K - $297K
|
58.4K
$12.7M
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-397Closed |
$60.8K - $67.1K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100Closed |
$15.3K - $16.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.37KClosed |
$516K - $570K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.53KClosed |
$234K - $258K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.16KClosed |
$330K - $365K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-205- 22.28% |
$31.4K - $34.7K
|
715
$155K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.28KNew |
$962K - $1.06M
|
6.28K
$1.36M
|
|
Q2 2021 | |||||||
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-40- 25.0% |
$5.47K - $6.39K
|
120
$26K
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.63KClosed |
$496K - $580K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.5KClosed |
$753K - $879K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.44KClosed |
$607K - $709K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.05KClosed |
$554K - $647K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.63KClosed |
$496K - $580K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-190Closed |
$26K - $30.4K
|
0
$0
|