Purchases and Sales Made in Q4 2024 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
494KNew |
$91.8M - $101M
|
494K
$99M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
130K+ 10886.71% |
$24.2M - $26.6M
|
131K
$26.3M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
80.5K+ 849.84% |
$15M - $16.4M
|
90K
$18M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.9KNew |
$5.18M - $5.69M
|
27.9K
$5.59M
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
23.5KNew |
$4.36M - $4.79M
|
23.5K
$4.7M
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
16.3KNew |
$3.04M - $3.34M
|
16.3K
$3.28M
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$2.21M - $2.43M
|
11.9K
$2.38M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 58.01% |
$2.09M - $2.29M
|
30.6K
$6.13M
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
9.2KNew |
$1.71M - $1.88M
|
9.2K
$1.84M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.6K+ 45.27% |
$1.41M - $1.55M
|
24.4K
$4.89M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.41K+ 8.64% |
$1.38M - $1.51M
|
93.2K
$18.7M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.22K+ 6.68% |
$1.34M - $1.47M
|
115K
$23.1M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.21K+ 5.49% |
$1.15M - $1.27M
|
119K
$23.9M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.53K+ 52.19% |
$656K - $720K
|
10.3K
$2.06M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.05KNew |
$566K - $622K
|
3.05K
$610K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.46K+ 67.02% |
$458K - $503K
|
6.14K
$1.23M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.43K+ 45.73% |
$451K - $496K
|
7.74K
$1.55M
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.29KNew |
$425K - $467K
|
2.29K
$459K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.21K+ 10.56% |
$410K - $450K
|
23.1K
$4.63M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.01K+ 58.61% |
$374K - $411K
|
5.45K
$1.09M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.94KNew |
$361K - $396K
|
1.94K
$389K
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.94KNew |
$360K - $395K
|
1.94K
$388K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.86KNew |
$346K - $380K
|
1.86K
$373K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.72K+ 98.46% |
$320K - $352K
|
3.48K
$696K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.67KNew |
$310K - $340K
|
1.67K
$334K
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.58K+ 5.1% |
$294K - $323K
|
32.7K
$6.54M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.58K+ 31.2% |
$293K - $322K
|
6.63K
$1.33M
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.57K+ 33.69% |
$292K - $320K
|
6.23K
$1.25M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.55K+ 23.39% |
$287K - $316K
|
8.16K
$1.63M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.53K+ 56.42% |
$284K - $312K
|
4.24K
$850K
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.44K+ 60.78% |
$267K - $294K
|
3.8K
$762K
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.33K+ 1.03% |
$247K - $271K
|
130K
$26M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.3K+ 6.42% |
$242K - $265K
|
21.5K
$4.32M
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.29KNew |
$239K - $262K
|
1.29K
$258K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.27KNew |
$236K - $259K
|
1.27K
$254K
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 27.13% |
$226K - $248K
|
5.69K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 41.73% |
$223K - $245K
|
4.08K
$818K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08KNew |
$201K - $220K
|
1.08K
$216K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.01K+ 38.47% |
$188K - $206K
|
3.63K
$728K
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
867+ 3.35% |
$161K - $177K
|
26.8K
$5.36M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
765+ 9.0% |
$142K - $156K
|
9.26K
$1.86M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
728+ 26.0% |
$135K - $149K
|
3.53K
$707K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
704+ 8.04% |
$131K - $144K
|
9.46K
$1.9M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
653+ 2.01% |
$121K - $133K
|
33.1K
$6.63M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
600+ 666.67% |
$112K - $122K
|
690
$138K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
549+ 3.98% |
$102K - $112K
|
14.3K
$2.87M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
549+ 3.07% |
$102K - $112K
|
18.4K
$3.69M
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
506New |
$94.1K - $103K
|
506
$101K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
493+ 0.46% |
$91.6K - $101K
|
108K
$21.7M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
430+ 39.2% |
$79.9K - $87.8K
|
1.53K
$306K
|