Purchases and Sales Made in Q4 2023 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
82New |
$11.3K - $14.5K
|
82
$16.3K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
81+ 0.59% |
$11.2K - $14.3K
|
13.7K
$2.73M
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
51New |
$7.03K - $9.02K
|
51
$10.1K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50+ 1.21% |
$6.89K - $8.85K
|
4.18K
$832K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
50+ 100.0% |
$6.89K - $8.85K
|
100
$19.9K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
40+ 1.57% |
$5.51K - $7.08K
|
2.6K
$516K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35+ 1.62% |
$4.82K - $6.19K
|
2.19K
$436K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
31+ 1.2% |
$4.27K - $5.49K
|
2.62K
$521K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
30+ 1.21% |
$4.13K - $5.31K
|
2.52K
$501K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21+ 300.0% |
$2.89K - $3.72K
|
28
$5.57K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
21New |
$2.89K - $3.72K
|
21
$4.18K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.25% |
$2.62K - $3.36K
|
7.54K
$1.5M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16+ 1.84% |
$2.2K - $2.83K
|
885
$176K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11New |
$1.52K - $1.95K
|
11
$2.19K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 5.67% |
$1.1K - $1.42K
|
149
$29.6K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 125.0% |
$689 - $885
|
9
$1.79K
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$138 - $177
|
8.82K
$1.76M
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.25% |
$1.52K - $1.95K
|
4.41K
$878K
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14- 0.38% |
$1.93K - $2.48K
|
3.65K
$727K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-20- 0.12% |
$2.76K - $3.54K
|
16.3K
$3.25M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-26- 0.82% |
$3.58K - $4.6K
|
3.15K
$627K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-28- 4.96% |
$3.86K - $4.95K
|
536
$107K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30- 1.78% |
$4.13K - $5.31K
|
1.66K
$329K
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-35- 0.22% |
$4.82K - $6.19K
|
15.7K
$3.13M
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-40- 1.13% |
$5.51K - $7.08K
|
3.5K
$695K
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-41- 1.94% |
$5.65K - $7.25K
|
2.07K
$411K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-46- 0.67% |
$6.34K - $8.14K
|
6.87K
$1.37M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-48- 3.27% |
$6.61K - $8.49K
|
1.42K
$282K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-49- 0.52% |
$6.75K - $8.67K
|
9.38K
$1.87M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 1.26% |
$6.75K - $8.67K
|
3.83K
$762K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-50- 2.41% |
$6.89K - $8.85K
|
2.03K
$404K
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-52- 10.92% |
$7.16K - $9.2K
|
424
$84.4K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-55- 0.93% |
$7.58K - $9.73K
|
5.84K
$1.16M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-63- 25.71% |
$8.68K - $11.1K
|
182
$36.2K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-65- 3.05% |
$8.95K - $11.5K
|
2.07K
$411K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-68- 0.94% |
$9.37K - $12K
|
7.13K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-84- 5.83% |
$11.6K - $14.9K
|
1.36K
$270K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-87- 27.8% |
$12K - $15.4K
|
226
$45K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 25.0% |
$13.8K - $17.7K
|
300
$59.7K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-100- 11.25% |
$13.8K - $17.7K
|
789
$157K
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-117- 2.95% |
$16.1K - $20.7K
|
3.85K
$767K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-124- 3.96% |
$17.1K - $21.9K
|
3.01K
$598K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-145- 3.97% |
$20K - $25.7K
|
3.51K
$699K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-160- 11.55% |
$22K - $28.3K
|
1.23K
$244K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-174- 9.45% |
$24K - $30.8K
|
1.67K
$332K
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-181- 4.71% |
$24.9K - $32K
|
3.67K
$729K
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-195- 2.3% |
$26.9K - $34.5K
|
8.27K
$1.64M
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-204- 9.97% |
$28.1K - $36.1K
|
1.84K
$367K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-208- 1.31% |
$28.7K - $36.8K
|
15.7K
$3.13M
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-213- 4.49% |
$29.3K - $37.7K
|
4.53K
$902K
|