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 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.42KNew |
$264K - $290K
|
1.42K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.33K+ 1.03% |
$247K - $271K
|
130K
$26.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.3K+ 6.42% |
$242K - $265K
|
21.5K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.29KNew |
$239K - $262K
|
1.29K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.27KNew |
$236K - $259K
|
1.27K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 27.13% |
$226K - $248K
|
5.69K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 41.73% |
$223K - $245K
|
4.08K
$823K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.14K+ 9.84% |
$212K - $232K
|
12.7K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.08KNew |
$201K - $221K
|
1.08K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08KNew |
$201K - $220K
|
1.08K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.01K+ 38.47% |
$188K - $206K
|
3.63K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
988+ 4.2% |
$184K - $202K
|
24.5K
$4.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
963+ 54.93% |
$179K - $197K
|
2.72K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
867+ 3.35% |
$161K - $177K
|
26.8K
$5.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
765+ 9.0% |
$142K - $156K
|
9.26K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
744+ 6.72% |
$138K - $152K
|
11.8K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
728+ 26.0% |
$135K - $149K
|
3.53K
$712K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
704+ 8.04% |
$131K - $144K
|
9.46K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
653+ 2.01% |
$121K - $133K
|
33.1K
$6.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
600+ 666.67% |
$112K - $122K
|
690
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
549+ 3.98% |
$102K - $112K
|
14.3K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
549+ 3.07% |
$102K - $112K
|
18.4K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
525+ 1.03% |
$97.6K - $107K
|
51.3K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
506New |
$94.1K - $103K
|
506
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
493+ 0.46% |
$91.6K - $101K
|
108K
$21.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
480+ 13.94% |
$89.2K - $98K
|
3.92K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
467+ 4.26% |
$86.8K - $95.3K
|
11.4K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
430+ 39.2% |
$79.9K - $87.8K
|
1.53K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
428+ 7.56% |
$79.6K - $87.4K
|
6.09K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
413+ 17.01% |
$76.8K - $84.3K
|
2.84K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
334+ 2.35% |
$62.1K - $68.2K
|
14.6K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
331+ 4.39% |
$61.5K - $67.6K
|
7.87K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
326+ 7.47% |
$60.6K - $66.5K
|
4.69K
$947K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
299+ 6.07% |
$55.6K - $61K
|
5.23K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
290+ 2.43% |
$53.9K - $59.2K
|
12.2K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
279+ 8.9% |
$51.9K - $56.9K
|
3.41K
$689K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
277+ 5.3% |
$51.5K - $56.5K
|
5.51K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
264+ 8.52% |
$49.1K - $53.9K
|
3.36K
$678K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
208+ 1.47% |
$38.7K - $42.5K
|
14.4K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
201+ 1.88% |
$37.4K - $41K
|
10.9K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
201New |
$37.4K - $41K
|
201
$40.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
200+ 3.49% |
$37.2K - $40.8K
|
5.92K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
184+ 0.83% |
$34.2K - $37.6K
|
22.3K
$4.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
173+ 2.14% |
$32.2K - $35.3K
|
8.26K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
163New |
$30.3K - $33.3K
|
163
$32.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
157+ 5.95% |
$29.2K - $32K
|
2.8K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
144+ 0.87% |
$26.8K - $29.4K
|
16.7K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
139+ 12.18% |
$25.8K - $28.4K
|
1.28K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
129+ 16.15% |
$24K - $26.3K
|
928
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
117+ 0.48% |
$21.7K - $23.9K
|
24.3K
$4.9M
|