Latest Institutional Transactions on First Trust Nasdaq Technology (TDIV)
This table provides information on the latest institutional transactions involving First Trust Nasdaq Technology (TDIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.67% |
$212 - $243
|
454
$36.2K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-311- 0.25% |
$21.9K - $25.2K
|
126K
$10M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.94K+ 16.13% |
$418K - $481K
|
42.7K
$3.4M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.8K+ 613.51% |
$2.32M - $2.66M
|
38.2K
$3.04M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
280+ 0.38% |
$19.7K - $22.7K
|
74.6K
$5.94M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
391+ 1.66% |
$27.6K - $31.7K
|
24K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-463- 0.99% |
$32.6K - $37.5K
|
46.2K
$3.68M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.59K- 3.93% |
$606K - $696K
|
210K
$16.7M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
442+ 11.26% |
$31.2K - $35.8K
|
4.37K
$348K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 4.98% |
$140K - $161K
|
37.8K
$3.01M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.53K+ 5.45% |
$531K - $611K
|
146K
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.88K- 21.4% |
$555K - $639K
|
28.9K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-178- 4.95% |
$12.6K - $14.4K
|
3.42K
$272K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.4K+ 102.17% |
$2.07M - $2.38M
|
58.1K
$4.63M
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7+ 0.02% |
$494 - $567
|
36.4K
$2.9M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-254- 0.72% |
$17.9K - $20.6K
|
34.9K
$2.78M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.3K- 6.81% |
$162K - $186K
|
31.5K
$2.51M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.26K- 82.54% |
$442K - $508K
|
1.33K
$106K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37.3K+ 1129.62% |
$2.63M - $3.02M
|
40.6K
$3.23M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-369- 1.95% |
$26K - $29.9K
|
18.5K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-851- 4.32% |
$60K - $69K
|
18.9K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-911- 37.11% |
$64.2K - $73.9K
|
1.54K
$123K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47K- 83.95% |
$3.31M - $3.81M
|
8.99K
$716K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.9K- 31.15% |
$134K - $154K
|
4.2K
$335K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-20- 10.0% |
$1.41K - $1.62K
|
180
$14.3K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.75KNew |
$405K - $466K
|
5.75K
$458K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106+ 0.15% |
$7.47K - $8.59K
|
69.2K
$5.51M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-851- 0.47% |
$60K - $69K
|
182K
$14.5M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
472+ 6.58% |
$33.3K - $38.3K
|
7.65K
$609K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-65.8K- 6.04% |
$4.64M - $5.34M
|
1.02M
$81.6M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81.9K- 15.7% |
$5.78M - $6.64M
|
440K
$35M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
95.1K+ 2785.7% |
$6.7M - $7.71M
|
98.5K
$7.85M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.98K- 1.02% |
$280K - $322K
|
385K
$30.7M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.1K- 7.03% |
$1.34M - $1.55M
|
252K
$20.1M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
52+ 0.32% |
$3.67K - $4.22K
|
16.1K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.07K- 0.34% |
$287K - $330K
|
1.19M
$94.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
181K+ 9.53% |
$12.7M - $14.6M
|
2.08M
$165M
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.36K+ 4.98% |
$166K - $191K
|
49.8K
$3.97M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.23K+ 10.32% |
$369K - $424K
|
55.9K
$4.45M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.19K+ 2.72% |
$83.7K - $96.2K
|
44.8K
$3.57M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.36KNew |
$448K - $515K
|
6.36K
$506K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-549- 21.58% |
$38.7K - $44.5K
|
2K
$159K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.25K- 3.14% |
$511K - $588K
|
224K
$17.8M
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.05KNew |
$215K - $247K
|
3.05K
$243K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-11- 0.51% |
$776 - $892
|
2.16K
$172K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.3KNew |
$233K - $268K
|
3.3K
$263K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
797+ 1.63% |
$56.2K - $64.6K
|
49.8K
$3.97M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-81- 15.67% |
$5.71K - $6.57K
|
436
$34.7K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.97K- 12.35% |
$632K - $727K
|
63.6K
$5.07M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.25% |
$70.5 - $81.1
|
400
$31.9K
|