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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
51New |
$7.03K - $9.02K
|
51
$9.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-921- 27.48% |
$127K - $163K
|
2.43K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.1KNew |
$2.49M - $3.2M
|
18.1K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.09KNew |
$287K - $369K
|
2.09K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-63- 25.71% |
$8.68K - $11.1K
|
182
$33.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$157K - $202K
|
1.14K
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
82New |
$11.3K - $14.5K
|
82
$15K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
330+ 12.94% |
$45.5K - $58.4K
|
2.88K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
169New |
$23.3K - $29.9K
|
169
$31K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-160- 11.55% |
$22K - $28.3K
|
1.23K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.35KNew |
$186K - $239K
|
1.35K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-248K- 32.34% |
$34.2M - $43.9M
|
519K
$95.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-36.5K- 16.12% |
$5.03M - $6.46M
|
190K
$34.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$179K - $229K
|
1.3K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-12.6K- 15.54% |
$1.73M - $2.23M
|
68.4K
$12.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
50+ 100.0% |
$6.89K - $8.85K
|
100
$18.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.08K+ 20.19% |
$286K - $367K
|
12.4K
$2.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-396- 6.68% |
$54.5K - $70.1K
|
5.53K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.44KNew |
$336K - $432K
|
2.44K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-630- 22.48% |
$86.8K - $111K
|
2.17K
$398K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-28- 4.96% |
$3.86K - $4.95K
|
536
$98.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$183K - $235K
|
1.33K
$244K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.53K+ 84.27% |
$348K - $447K
|
5.53K
$1.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.25KNew |
$172K - $221K
|
1.25K
$229K
|
|
| Q3 2023 | |||||||
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 22.51% |
$175K - $195K
|
4.27K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
180New |
$25.4K - $28.3K
|
180
$33K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.24K- 22.38% |
$175K - $195K
|
4.3K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
944New |
$133K - $149K
|
944
$173K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
136+ 1.64% |
$19.2K - $21.4K
|
8.44K
$1.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-294- 11.67% |
$41.5K - $46.2K
|
2.23K
$408K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-355- 6.49% |
$50.1K - $55.8K
|
5.11K
$937K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$28.2K - $31.5K
|
200
$36.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-65- 20.0% |
$9.17K - $10.2K
|
260
$47.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
822+ 32.88% |
$116K - $129K
|
3.32K
$609K
|
|
|
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
$6.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$2.26K - $2.52K
|
16
$2.93K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$282 - $315
|
2
$367
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 50.0% |
$202K - $254K
|
1.7K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132New |
$15.7K - $19.7K
|
132
$24.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.62K+ 88.17% |
$312K - $392K
|
5.6K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$11.9K - $15K
|
100
$18.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.46K- 52.97% |
$173K - $218K
|
1.29K
$237K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-29- 55.77% |
$3.45K - $4.34K
|
23
$4.22K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-27- 1.07% |
$3.21K - $4.04K
|
2.51K
$459K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 4.44% |
$11.9K - $15K
|
2.15K
$394K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
100New |
$11.9K - $15K
|
100
$18.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.49KNew |
$177K - $223K
|
1.49K
$274K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-75- 1.7% |
$8.91K - $11.2K
|
4.35K
$796K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
20.8KNew |
$2.15M - $2.71M
|
20.8K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.19K- 49.83% |
$227K - $286K
|
2.21K
$404K
|
|