Purchases and Sales Made in Q1 2024 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST NASDAQ 100 TECHNOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.66KNew |
$609K - $715K
|
3.66K
$733K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.56K+ 7.18% |
$592K - $696K
|
53.1K
$10.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.56K+ 83.99% |
$592K - $696K
|
7.79K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.04K+ 31.51% |
$507K - $596K
|
12.7K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.99KNew |
$498K - $585K
|
2.99K
$600K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.8K+ 48.07% |
$466K - $548K
|
8.63K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.61KNew |
$434K - $510K
|
2.61K
$523K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.54K+ 194.56% |
$422K - $496K
|
3.84K
$770K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.42K+ 73.07% |
$402K - $473K
|
5.73K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.37K+ 39.51% |
$395K - $464K
|
8.37K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.3KNew |
$383K - $450K
|
2.3K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.25K+ 3.15% |
$374K - $440K
|
73.6K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.2KNew |
$366K - $430K
|
2.2K
$441K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.16K+ 90.85% |
$359K - $422K
|
4.53K
$907K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.15K+ 99.77% |
$357K - $420K
|
4.3K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.1K+ 112.04% |
$350K - $411K
|
3.98K
$798K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.02K+ 212.5% |
$337K - $396K
|
2.98K
$596K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.92K+ 10.11% |
$320K - $376K
|
20.9K
$4.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7KNew |
$283K - $333K
|
1.7K
$341K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.59KNew |
$264K - $310K
|
1.59K
$318K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.58K+ 19.15% |
$264K - $310K
|
9.85K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.39KNew |
$232K - $273K
|
1.39K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 17.88% |
$224K - $264K
|
8.89K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.32KNew |
$220K - $258K
|
1.32K
$265K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.31K+ 37.84% |
$218K - $256K
|
4.77K
$956K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.3K+ 14.27% |
$216K - $254K
|
10.4K
$2.08M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.3KNew |
$216K - $254K
|
1.3K
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.28KNew |
$212K - $250K
|
1.28K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.25KNew |
$208K - $244K
|
1.25K
$250K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.24K+ 35.5% |
$206K - $242K
|
4.73K
$948K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.21KNew |
$201K - $237K
|
1.21K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.2K+ 5.61% |
$199K - $234K
|
22.5K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.15KNew |
$191K - $225K
|
1.15K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.14K+ 3.95% |
$190K - $223K
|
30K
$6.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.13KNew |
$188K - $221K
|
1.13K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.12KNew |
$187K - $220K
|
1.12K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.11K+ 0.9% |
$185K - $217K
|
124K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 27.71% |
$184K - $216K
|
5.09K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$183K - $215K
|
1.1K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.08KNew |
$180K - $212K
|
1.08K
$217K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 13.1% |
$175K - $205K
|
9.06K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.01K+ 2.59% |
$168K - $197K
|
40K
$8.01M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
868+ 64.01% |
$145K - $170K
|
2.22K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
839+ 50.3% |
$140K - $164K
|
2.51K
$502K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
823+ 40.92% |
$137K - $161K
|
2.83K
$568K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
757+ 2.82% |
$126K - $148K
|
27.6K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
741+ 5.39% |
$123K - $145K
|
14.5K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
713+ 24.94% |
$119K - $140K
|
3.57K
$716K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
702New |
$117K - $137K
|
702
$141K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
701New |
$117K - $137K
|
701
$141K
|