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 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
689New |
$115K - $135K
|
689
$126K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
680+ 143.16% |
$113K - $133K
|
1.16K
$212K
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
634+ 12.96% |
$106K - $124K
|
5.53K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
617+ 0.71% |
$103K - $121K
|
87.4K
$16M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
565New |
$94.1K - $111K
|
565
$104K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
545+ 9.71% |
$90.7K - $107K
|
6.16K
$1.13M
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
502+ 0.78% |
$83.6K - $98.2K
|
64.6K
$11.8M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
490+ 5.77% |
$81.6K - $95.9K
|
8.99K
$1.65M
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
477New |
$79.4K - $93.3K
|
477
$87.4K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
433+ 17.19% |
$72.1K - $84.7K
|
2.95K
$541K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
415New |
$69.1K - $81.2K
|
415
$76.1K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
411+ 8.55% |
$68.4K - $80.4K
|
5.22K
$957K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400+ 12.45% |
$66.6K - $78.3K
|
3.61K
$662K
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
398+ 3.08% |
$66.3K - $77.9K
|
13.3K
$2.44M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
394+ 2.6% |
$65.6K - $77.1K
|
15.6K
$2.85M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
393+ 16.23% |
$65.4K - $76.9K
|
2.82K
$516K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
342+ 40.71% |
$56.9K - $66.9K
|
1.18K
$217K
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
311New |
$51.8K - $60.9K
|
311
$57K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
308+ 7.36% |
$51.3K - $60.3K
|
4.49K
$823K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
288+ 2.41% |
$48K - $56.4K
|
12.2K
$2.24M
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
262+ 1.06% |
$43.6K - $51.3K
|
25K
$4.59M
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
239+ 2.83% |
$39.8K - $46.8K
|
8.68K
$1.59M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
229+ 7.27% |
$38.1K - $44.8K
|
3.38K
$619K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
217+ 2.54% |
$36.1K - $42.5K
|
8.75K
$1.6M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
204New |
$34K - $39.9K
|
204
$37.4K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200+ 14.29% |
$33.3K - $39.1K
|
1.6K
$293K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
197+ 5.23% |
$32.8K - $38.5K
|
3.97K
$727K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
192+ 9.7% |
$32K - $37.6K
|
2.17K
$398K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
154+ 2.39% |
$25.6K - $30.1K
|
6.59K
$1.21M
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150New |
$25K - $29.3K
|
150
$27.5K
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
138+ 1.78% |
$23K - $27K
|
7.9K
$1.45M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
110+ 1.08% |
$18.3K - $21.5K
|
10.3K
$1.88M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
97+ 2.76% |
$16.2K - $19K
|
3.61K
$661K
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
97+ 1.54% |
$16.2K - $19K
|
6.4K
$1.17M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
92New |
$15.3K - $18K
|
92
$16.9K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
69+ 3.27% |
$11.5K - $13.5K
|
2.18K
$399K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
69+ 0.42% |
$11.5K - $13.5K
|
16.4K
$3.01M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
52+ 2.37% |
$8.66K - $10.2K
|
2.24K
$411K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
47New |
$7.83K - $9.2K
|
47
$8.61K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42+ 1.4% |
$6.99K - $8.22K
|
3.05K
$559K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$6.66K - $7.83K
|
40
$7.33K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
28+ 18.79% |
$4.66K - $5.48K
|
177
$32.4K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
26New |
$4.33K - $5.09K
|
26
$4.77K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 0.28% |
$3.5K - $4.11K
|
7.41K
$1.36M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21+ 2.37% |
$3.5K - $4.11K
|
906
$166K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 222.22% |
$3.33K - $3.91K
|
29
$5.31K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
19New |
$3.16K - $3.72K
|
19
$3.48K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19+ 67.86% |
$3.16K - $3.72K
|
47
$8.61K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
19+ 0.26% |
$3.16K - $3.72K
|
7.37K
$1.35M
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
13+ 0.22% |
$2.16K - $2.54K
|
5.82K
$1.07M
|