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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-680Closed |
$37.4K - $43.4K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
117New |
$6.44K - $7.47K
|
117
$9.32K
|
|
| Q4 2021 | |||||||
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-301- 37.25% |
$16.9K - $19.1K
|
507
$40.4K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1KNew |
$56.3K - $63.5K
|
1K
$79.7K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-347Closed |
$19.5K - $22K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-204Closed |
$11.5K - $12.9K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250New |
$14.1K - $15.9K
|
250
$19.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-582Closed |
$32.7K - $36.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-125Closed |
$7.03K - $7.94K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100Closed |
$5.63K - $6.35K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-7.81KClosed |
$439K - $496K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.77KClosed |
$212K - $239K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-1.13K- 27.61% |
$63.7K - $71.9K
|
2.97K
$236K
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
347New |
$19.5K - $20.6K
|
347
$27.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100- 59.17% |
$5.61K - $5.92K
|
69
$5.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-370- 92.04% |
$20.7K - $21.9K
|
32
$2.55K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1Closed |
$56.1 - $59.2
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
118+ 1685.71% |
$6.62K - $6.99K
|
125
$9.96K
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.68KClosed |
$94.3K - $99.6K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-17.4KClosed |
$976K - $1.03M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-370Closed |
$20.7K - $21.9K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-31KClosed |
$1.74M - $1.84M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-92Closed |
$4.98K - $5.3K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
29New |
$1.57K - $1.67K
|
29
$2.31K
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-700Closed |
$37.9K - $40.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
63+ 0.39% |
$3.41K - $3.63K
|
16.1K
$1.28M
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
880New |
$47.6K - $50.7K
|
880
$70.1K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-170Closed |
$9.2K - $9.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-675Closed |
$36.5K - $38.9K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-306- 22.16% |
$16.6K - $17.6K
|
1.08K
$85.6K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-100Closed |
$4.89K - $5.42K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-680Closed |
$33.2K - $36.9K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.4KClosed |
$215K - $239K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-12.9KClosed |
$632K - $701K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2KClosed |
$83.4K - $99.1K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-14.1KClosed |
$588K - $699K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-59Closed |
$2.46K - $2.92K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-458Closed |
$19.1K - $22.7K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-30Closed |
$1.25K - $1.49K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-45.2KClosed |
$1.88M - $2.24M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
BUY
|
- |
500New |
$20.8K - $23.4K
|
500
$39.8K
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1KClosed |
$41.5K - $46.9K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-10.6KClosed |
$441K - $498K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-100Closed |
$4.15K - $4.69K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Manchester Financial Inc
|
SELL
|
- |
-550Closed |
$22.8K - $25.8K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400Closed |
$16.6K - $18.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2024
Q2 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 571.43% |
$6.81K - $8.6K
|
235
$18.7K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-77- 33.92% |
$2.62K - $3.31K
|
150
$11.9K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.04KClosed |
$206K - $260K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-539Closed |
$18.4K - $23.2K
|
0
$0
|
|