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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
428+ 7.56% |
$79.6K - $87.4K
|
6.09K
$1.12M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
413+ 17.01% |
$76.8K - $84.3K
|
2.84K
$521K
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
365New |
$67.8K - $74.5K
|
365
$66.9K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
334+ 2.35% |
$62.1K - $68.2K
|
14.6K
$2.67M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
331+ 4.39% |
$61.5K - $67.6K
|
7.87K
$1.44M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
326+ 7.47% |
$60.6K - $66.5K
|
4.69K
$860K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
299+ 6.07% |
$55.6K - $61K
|
5.23K
$958K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
290+ 2.43% |
$53.9K - $59.2K
|
12.2K
$2.24M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
279+ 8.9% |
$51.9K - $56.9K
|
3.41K
$626K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
277+ 5.3% |
$51.5K - $56.5K
|
5.51K
$1.01M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
264+ 8.52% |
$49.1K - $53.9K
|
3.36K
$616K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
208+ 1.47% |
$38.7K - $42.5K
|
14.4K
$2.63M
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
201+ 1.88% |
$37.4K - $41K
|
10.9K
$2M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
201New |
$37.4K - $41K
|
201
$36.8K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
200+ 3.49% |
$37.2K - $40.8K
|
5.92K
$1.09M
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
184+ 0.83% |
$34.2K - $37.6K
|
22.3K
$4.09M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
173+ 2.14% |
$32.2K - $35.3K
|
8.26K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
165+ 1.5% |
$30.7K - $33.7K
|
11.2K
$2.05M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
163New |
$30.3K - $33.3K
|
163
$29.9K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
157+ 5.95% |
$29.2K - $32K
|
2.8K
$513K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
156+ 12.54% |
$29K - $31.8K
|
1.4K
$257K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
144+ 0.87% |
$26.8K - $29.4K
|
16.7K
$3.06M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
139+ 12.18% |
$25.8K - $28.4K
|
1.28K
$235K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
129+ 16.15% |
$24K - $26.3K
|
928
$170K
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
117+ 0.48% |
$21.7K - $23.9K
|
24.3K
$4.45M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
108+ 1.93% |
$20.1K - $22K
|
5.7K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
108New |
$20.1K - $22K
|
108
$19.8K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
95+ 0.69% |
$17.7K - $19.4K
|
13.9K
$2.55M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
74+ 2.86% |
$13.8K - $15.1K
|
2.66K
$488K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
70+ 68.63% |
$13K - $14.3K
|
172
$31.5K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
63+ 2.92% |
$11.7K - $12.9K
|
2.22K
$407K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
61+ 36.97% |
$11.3K - $12.5K
|
226
$41.4K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
59New |
$11K - $12K
|
59
$10.8K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
57New |
$10.6K - $11.6K
|
57
$10.4K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.88% |
$9.29K - $10.2K
|
5.71K
$1.05M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40+ 10.0% |
$7.43K - $8.16K
|
440
$80.6K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36+ 0.26% |
$6.69K - $7.35K
|
13.9K
$2.54M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
33New |
$6.13K - $6.74K
|
33
$6.05K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
29+ 0.75% |
$5.39K - $5.92K
|
3.88K
$711K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26+ 0.56% |
$4.83K - $5.31K
|
4.64K
$850K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25New |
$4.65K - $5.1K
|
25
$4.58K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24New |
$4.46K - $4.9K
|
24
$4.4K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
15New |
$2.79K - $3.06K
|
15
$2.75K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 4.97% |
$2.79K - $3.06K
|
317
$58.1K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
11New |
$2.04K - $2.25K
|
11
$2.02K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
10New |
$1.86K - $2.04K
|
10
$1.83K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10+ 0.34% |
$1.86K - $2.04K
|
2.96K
$542K
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.18% |
$1.49K - $1.63K
|
4.38K
$803K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 1.29% |
$1.49K - $1.63K
|
627
$115K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7New |
$1.3K - $1.43K
|
7
$1.28K
|