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 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5+ 0.13% |
$353 - $405
|
3.89K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.28% |
$70.5 - $81.1
|
362
$28.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.87KNew |
$202K - $233K
|
2.87K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
748New |
$52.7K - $60.6K
|
748
$59.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
142K+ 6.69% |
$10M - $11.5M
|
2.26M
$180M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 2.71% |
$172K - $198K
|
92.5K
$7.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.41K- 23.46% |
$311K - $358K
|
14.4K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.1K+ 169.01% |
$218K - $251K
|
4.93K
$393K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-10.7K- 8.66% |
$756K - $870K
|
113K
$9.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 12.32% |
$280K - $322K
|
36.3K
$2.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-104- 1.26% |
$7.33K - $8.43K
|
8.15K
$650K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.08K+ 2.03% |
$217K - $249K
|
155K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-885- 3.47% |
$62.4K - $71.7K
|
24.6K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.26K+ 5.17% |
$159K - $183K
|
45.9K
$3.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.5KNew |
$176K - $203K
|
2.5K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.08% |
$494 - $567
|
8.94K
$712K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
44New |
$3.1K - $3.57K
|
44
$3.51K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-594- 0.12% |
$41.9K - $48.2K
|
515K
$41M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-766- 2.05% |
$54K - $62.1K
|
36.5K
$2.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.37KNew |
$238K - $273K
|
3.37K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-624- 1.46% |
$44K - $50.6K
|
42.2K
$3.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$70.5 - $81.1
|
4.25K
$339K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
66.3KNew |
$4.67M - $5.37M
|
66.3K
$5.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-224- 1.6% |
$15.8K - $18.2K
|
13.8K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-297- 9.38% |
$20.9K - $24.1K
|
2.87K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.52KNew |
$178K - $204K
|
2.52K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.52KNew |
$178K - $204K
|
2.52K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.26K- 4.94% |
$88.5K - $102K
|
24.1K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23.6K+ 88.19% |
$1.67M - $1.91M
|
50.4K
$4.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.37K+ 14.97% |
$590K - $678K
|
64.2K
$5.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.87KNew |
$273K - $314K
|
3.87K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
2.7KNew |
$191K - $219K
|
2.7K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.75KNew |
$335K - $385K
|
4.75K
$378K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.52K- 7.47% |
$248K - $285K
|
43.6K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
711New |
$50.1K - $57.6K
|
711
$56.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.62KNew |
$184K - $212K
|
2.62K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
503New |
$35.5K - $40.8K
|
503
$40.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
404+ 6.73% |
$28.5K - $32.8K
|
6.41K
$511K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
98KNew |
$6.91M - $7.94M
|
98K
$7.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.37K+ 4.11% |
$96.7K - $111K
|
34.7K
$2.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
14K+ 14.15% |
$986K - $1.13M
|
113K
$8.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.74K- 4.43% |
$334K - $384K
|
102K
$8.14M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
47KNew |
$3.31M - $3.81M
|
47K
$3.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-818- 4.09% |
$57.7K - $66.3K
|
19.2K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-72- 1.51% |
$5.08K - $5.84K
|
4.71K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
4.98KNew |
$351K - $403K
|
4.98K
$396K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.18K+ 13.59% |
$83.1K - $95.5K
|
9.85K
$784K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
211+ 3.74% |
$14.9K - $17.1K
|
5.85K
$466K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.71K+ 2.26% |
$121K - $139K
|
77.7K
$6.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-729- 9.27% |
$51.4K - $59.1K
|
7.13K
$568K
|