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 |
---|---|---|---|---|---|---|---|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-675Closed |
$36.5K - $38.9K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-170Closed |
$9.2K - $9.8K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-306- 22.16% |
$16.6K - $17.6K
|
1.08K
$97.1K
|
|
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
$45.1K
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1KClosed |
$41.5K - $46.9K
|
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 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-77- 33.92% |
$2.62K - $3.31K
|
150
$13.5K
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-539Closed |
$18.4K - $23.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.04KClosed |
$206K - $260K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-3.15KClosed |
$107K - $135K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.44KClosed |
$253K - $320K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Brooktree Capital Management
|
SELL
|
- |
-600Closed |
$20.4K - $25.8K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
89New |
$3.03K - $3.83K
|
89
$8.03K
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
BUY
|
- |
313New |
$10.7K - $13.5K
|
313
$28.3K
|
|
Q1 2020 | |||||||
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-519Closed |
$16.4K - $24K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.3KClosed |
$104K - $153K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-10Closed |
$316 - $463
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$371K - $543K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-97.4KClosed |
$3.08M - $4.5M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-9.94KClosed |
$315K - $460K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.01KClosed |
$63.6K - $92.9K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.75KClosed |
$146K - $162K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.24KClosed |
$48.1K - $53.4K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-197Closed |
$7.38K - $8.1K
|
0
$0
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
812New |
$30.4K - $33.4K
|
812
$73.3K
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1KClosed |
$36K - $41K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.63KClosed |
$58.4K - $66.5K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sageworth Trust CO
|
SELL
|
- |
-250Closed |
$8.97K - $10.2K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70Closed |
$2.51K - $2.86K
|
0
$0
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.61KClosed |
$57.8K - $65.8K
|
0
$0
|
|
Q1 2019 | |||||||
Dec 21, 2023
Q1 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3KNew |
$96.1K - $117K
|
3K
$271K
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9.14KNew |
$293K - $355K
|
9.14K
$825K
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.6KClosed |
$83.4K - $101K
|
0
$0
|
|
Apr 26, 2019
Q1 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-82Closed |
$2.63K - $3.18K
|
0
$0
|
|
Apr 25, 2019
Q1 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-213Closed |
$6.82K - $8.27K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-255Closed |
$7.96K - $9.85K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.52KNew |
$297K - $368K
|
9.52K
$860K
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50Closed |
$1.56K - $1.93K
|
0
$0
|