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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 4.14% |
$2K - $2.35K
|
302
$60.9K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.46% |
$1.83K - $2.15K
|
2.41K
$486K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.27% |
$1.67K - $1.96K
|
799
$161K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9+ 0.08% |
$1.5K - $1.76K
|
11.4K
$2.31M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2+ 0.07% |
$333 - $391
|
3.04K
$613K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1- 0.05% |
$167 - $196
|
1.84K
$372K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1- 0.04% |
$167 - $196
|
2.26K
$456K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.06% |
$333 - $391
|
3.22K
$649K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5- 45.45% |
$833 - $978
|
6
$1.21K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-6- 0.29% |
$999 - $1.17K
|
2.06K
$416K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 8.54% |
$1.17K - $1.37K
|
75
$15.1K
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-9- 0.25% |
$1.5K - $1.76K
|
3.66K
$738K
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-10- 2.36% |
$1.67K - $1.96K
|
414
$83.5K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-15- 0.08% |
$2.5K - $2.93K
|
19.4K
$3.91M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-24- 61.54% |
$4K - $4.7K
|
15
$3.03K
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-25- 0.34% |
$4.16K - $4.89K
|
7.39K
$1.49M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29- 0.92% |
$4.83K - $5.67K
|
3.11K
$628K
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-30- 1.32% |
$5K - $5.87K
|
2.24K
$451K
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-31- 2.57% |
$5.16K - $6.07K
|
1.17K
$237K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-39- 0.44% |
$6.49K - $7.63K
|
8.78K
$1.77M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-41- 0.26% |
$6.83K - $8.02K
|
15.7K
$3.16M
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-42- 0.18% |
$6.99K - $8.22K
|
23.4K
$4.73M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-47- 0.78% |
$7.83K - $9.2K
|
5.99K
$1.21M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48- 0.94% |
$7.99K - $9.39K
|
5.08K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48- 1.14% |
$7.99K - $9.39K
|
4.15K
$838K
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-50- 3.57% |
$8.33K - $9.78K
|
1.35K
$272K
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-50- 1.51% |
$8.33K - $9.78K
|
3.25K
$656K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-55- 15.71% |
$9.16K - $10.8K
|
295
$59.5K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-62- 27.43% |
$10.3K - $12.1K
|
164
$33.1K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-65Closed |
$10.8K - $12.7K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-65- 0.95% |
$10.8K - $12.7K
|
6.81K
$1.37M
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 1.76% |
$12.5K - $14.7K
|
4.18K
$843K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-76- 7.91% |
$12.7K - $14.9K
|
885
$179K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-80- 4.83% |
$13.3K - $15.7K
|
1.58K
$318K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-91- 4.83% |
$15.2K - $17.8K
|
1.8K
$362K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-97- 1.19% |
$16.2K - $19K
|
8.04K
$1.62M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-103- 33.23% |
$17.1K - $20.2K
|
207
$41.8K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-106- 0.77% |
$17.6K - $20.7K
|
13.6K
$2.75M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-116- 8.43% |
$19.3K - $22.7K
|
1.26K
$254K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-121- 3.08% |
$20.1K - $23.7K
|
3.81K
$768K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-122- 9.0% |
$20.3K - $23.9K
|
1.23K
$249K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-130- 4.97% |
$21.6K - $25.4K
|
2.49K
$502K
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-131- 0.46% |
$21.8K - $25.6K
|
28.7K
$5.78M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-135- 8.22% |
$22.5K - $26.4K
|
1.51K
$304K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-139- 2.25% |
$23.1K - $27.2K
|
6.03K
$1.22M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-140- 17.05% |
$23.3K - $27.4K
|
681
$137K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-142- 0.9% |
$23.6K - $27.8K
|
15.6K
$3.14M
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-145- 48.33% |
$24.1K - $28.4K
|
155
$31.3K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-150- 2.22% |
$25K - $29.3K
|
6.6K
$1.33M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-153- 6.17% |
$25.5K - $29.9K
|
2.33K
$469K
|