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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-1.24K- 28.44% |
$91.3K - $104K
|
3.13K
$283K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-6.57K- 22.79% |
$482K - $551K
|
22.2K
$2.01M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-50.5K- 67.61% |
$3.7M - $4.24M
|
24.2K
$2.18M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.08K- 1.74% |
$79.1K - $90.5K
|
61K
$5.51M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.28K- 42.12% |
$241K - $276K
|
4.51K
$407K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-775- 5.44% |
$56.9K - $65.1K
|
13.5K
$1.22M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13KNew |
$956K - $1.09M
|
13K
$1.18M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-30.7K- 10.39% |
$2.25M - $2.57M
|
265K
$23.9M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.3KNew |
$1.56M - $1.79M
|
21.3K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
473+ 1.22% |
$34.7K - $39.7K
|
39.1K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-121K- 96.13% |
$8.85M - $10.1M
|
4.86K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.98K- 15.9% |
$292K - $334K
|
21.1K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.18K+ 7.34% |
$233K - $267K
|
46.5K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.8K- 11.87% |
$1.82M - $2.08M
|
184K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.1K- 56.62% |
$959K - $1.1M
|
10K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 1.02% |
$1.03M - $1.18M
|
1.39M
$126M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116K- 5.53% |
$8.49M - $9.71M
|
1.98M
$178M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-9- 0.11% |
$661 - $756
|
8.13K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 28.66% |
$95.7K - $109K
|
5.85K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
87.7K+ 44.76% |
$6.44M - $7.37M
|
284K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$294 - $336
|
4
$361
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.37K+ 16.15% |
$541K - $619K
|
53K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.23% |
$220 - $252
|
1.33K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.1K+ 20.48% |
$301K - $344K
|
24.1K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
281New |
$20.6K - $23.6K
|
281
$25.4K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.79KNew |
$205K - $234K
|
2.79K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.89K- 3.74% |
$359K - $410K
|
126K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.18K- 4.43% |
$160K - $183K
|
47.1K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
27.8K+ 97.93% |
$2.04M - $2.33M
|
56.1K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.04K- 5.67% |
$149K - $171K
|
33.9K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.9K+ 5.62% |
$1.9M - $2.18M
|
487K
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
56+ 0.9% |
$4.11K - $4.7K
|
6.29K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
913+ 2.99% |
$67K - $76.6K
|
31.5K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$73.4 - $84
|
1
$90.3
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33.7K- 45.4% |
$2.47M - $2.83M
|
40.5K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 0.17% |
$1.69K - $1.93K
|
13.8K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
165K+ 92.35% |
$12.1M - $13.8M
|
343K
$31M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.65K- 25.03% |
$415K - $475K
|
16.9K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
671+ 25.27% |
$49.2K - $56.3K
|
3.33K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.06K+ 0.74% |
$151K - $173K
|
280K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
275New |
$20.2K - $23.1K
|
275
$24.8K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.1KNew |
$962K - $1.1M
|
13.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.44K+ 36.16% |
$106K - $121K
|
5.43K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.11K- 14.76% |
$81.5K - $93.2K
|
6.41K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.09K+ 17.3% |
$227K - $260K
|
21K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33KNew |
$2.42M - $2.77M
|
33K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15.4KNew |
$1.13M - $1.29M
|
15.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 24.75% |
$775K - $887K
|
32.1K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.63K+ 4.17% |
$119K - $137K
|
40.7K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.14K- 6.88% |
$84K - $96K
|
15.5K
$1.4M
|