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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.31% |
$220 - $252
|
966
$87.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
416+ 9.22% |
$30.5K - $34.9K
|
4.93K
$445K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 2.88% |
$89.7K - $103K
|
41.2K
$3.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.5K- 16.2% |
$2.9M - $3.32M
|
204K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
13+ 0.27% |
$954 - $1.09K
|
4.8K
$434K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.69K- 2.47% |
$270K - $309K
|
146K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.32K+ 4.3% |
$243K - $278K
|
80.5K
$7.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.9K- 35.2% |
$947K - $1.08M
|
23.8K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
349+ 12.59% |
$25.6K - $29.3K
|
3.12K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-310- 14.0% |
$22.8K - $26K
|
1.91K
$172K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
43.9K+ 158.06% |
$3.22M - $3.68M
|
71.7K
$6.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.52K+ 2.85% |
$185K - $212K
|
91K
$8.22M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
489+ 11.18% |
$35.9K - $41.1K
|
4.86K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
586+ 3.47% |
$43K - $49.2K
|
17.5K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
7.16KNew |
$525K - $601K
|
7.16K
$646K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 5.0% |
$22K - $25.2K
|
5.7K
$515K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.81K+ 43.99% |
$280K - $320K
|
12.5K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.92K+ 68.11% |
$288K - $329K
|
9.69K
$874K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-410- 1.94% |
$30.1K - $34.4K
|
20.7K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-67- 1.32% |
$4.92K - $5.62K
|
5.01K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.47K+ 4.17% |
$328K - $375K
|
112K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.48K+ 7.92% |
$182K - $208K
|
33.8K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.33K- 2.33% |
$171K - $196K
|
97.8K
$8.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.36% |
$294 - $336
|
1.11K
$100K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
329+ 0.83% |
$24.1K - $27.6K
|
40K
$3.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-284- 62.56% |
$20.8K - $23.8K
|
170
$15.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
843+ 4.94% |
$61.9K - $70.8K
|
17.9K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-6- 7.79% |
$440 - $504
|
71
$6.41K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-112- 1.31% |
$8.22K - $9.4K
|
8.43K
$761K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-82.3K- 98.64% |
$6.04M - $6.91M
|
1.13K
$102K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5+ 0.13% |
$367 - $420
|
3.99K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
232New |
$17K - $19.5K
|
232
$20.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-29- 0.42% |
$2.13K - $2.43K
|
6.81K
$615K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
9+ 0.04% |
$661 - $756
|
24.6K
$2.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.64KNew |
$267K - $305K
|
3.64K
$328K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-381- 8.32% |
$28K - $32K
|
4.2K
$379K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 13.54% |
$104K - $119K
|
11.9K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
174New |
$12.8K - $14.6K
|
174
$15.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-375- 5.58% |
$27.5K - $31.5K
|
6.35K
$573K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.39% |
$807 - $923
|
2.81K
$253K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.2K+ 7.88% |
$235K - $268K
|
43.7K
$3.95M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
396New |
$30.9K - $32.5K
|
396
$35.8K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.55K- 1.32% |
$355K - $373K
|
340K
$30.7M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-420- 6.2% |
$32.8K - $34.5K
|
6.36K
$574K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
528New |
$41.2K - $43.4K
|
528
$47.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$2.03K - $2.14K
|
26
$2.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.04KNew |
$237K - $250K
|
3.04K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.51K+ 15.11% |
$430K - $453K
|
42K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$293K - $309K
|
3.76K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
12New |
$936 - $986
|
12
$1.08K
|
|