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 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
91+ 55.83% |
$15.8K - $19.2K
|
254
$55.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.44KNew |
$597K - $724K
|
3.44K
$749K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
74New |
$12.8K - $15.6K
|
74
$16.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
140+ 4.74% |
$24.3K - $29.5K
|
3.1K
$675K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.22% |
$347 - $421
|
926
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1+ 0.01% |
$174 - $211
|
13.9K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
975+ 3.64% |
$169K - $205K
|
27.7K
$6.04M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
728+ 0.62% |
$126K - $153K
|
118K
$25.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.08KNew |
$361K - $438K
|
2.08K
$453K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-40- 1.41% |
$6.94K - $8.43K
|
2.8K
$611K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
387+ 14.43% |
$67.2K - $81.5K
|
3.07K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
432+ 8.41% |
$75K - $91K
|
5.57K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
132+ 9.92% |
$22.9K - $27.8K
|
1.46K
$319K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
66+ 10.53% |
$11.5K - $13.9K
|
693
$151K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-152- 3.68% |
$26.4K - $32K
|
3.98K
$868K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
719New |
$125K - $151K
|
719
$157K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
9+ 1.4% |
$1.67K - $1.84K
|
651
$142K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
154New |
$28.6K - $31.4K
|
154
$33.6K
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
1.17KNew |
$217K - $239K
|
1.17K
$255K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
247New |
$45.9K - $50.4K
|
247
$53.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
636New |
$118K - $130K
|
636
$139K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
70+ 68.63% |
$13K - $14.3K
|
172
$37.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
10New |
$1.86K - $2.04K
|
10
$2.18K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7New |
$1.3K - $1.43K
|
7
$1.53K
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
1.57KNew |
$291K - $320K
|
1.57K
$341K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.19KNew |
$221K - $243K
|
1.19K
$259K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
11New |
$2.04K - $2.25K
|
11
$2.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.19K- 55.03% |
$220K - $242K
|
969
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-501- 9.58% |
$93.1K - $102K
|
4.73K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
365New |
$67.8K - $74.5K
|
365
$79.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-17- 0.53% |
$3.16K - $3.47K
|
3.19K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
201New |
$37.4K - $41K
|
201
$43.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.54KNew |
$285K - $313K
|
1.54K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
500New |
$92.9K - $102K
|
500
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.42KNew |
$264K - $290K
|
1.42K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
61+ 36.97% |
$11.3K - $12.5K
|
226
$49.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 12.03% |
$18.6K - $20.4K
|
731
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.11% |
$186 - $204
|
91
$19.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 2.39% |
$15.2K - $16.7K
|
3.35K
$730K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.92K- 26.88% |
$357K - $392K
|
5.23K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.9KNew |
$5.18M - $5.69M
|
27.9K
$6.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$2.21M - $2.43M
|
11.9K
$2.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.05KNew |
$566K - $622K
|
3.05K
$664K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
29+ 0.75% |
$5.39K - $5.92K
|
3.88K
$846K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
16.3KNew |
$3.04M - $3.34M
|
16.3K
$3.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.02K- 13.02% |
$375K - $411K
|
13.5K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
15New |
$2.79K - $3.06K
|
15
$3.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
728+ 26.0% |
$135K - $149K
|
3.53K
$769K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
279+ 8.9% |
$51.9K - $56.9K
|
3.41K
$744K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.86KNew |
$346K - $380K
|
1.86K
$405K
|
|