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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
4.98KNew |
$351K - $403K
|
4.98K
$410K
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-729- 9.27% |
$51.4K - $59.1K
|
7.13K
$587K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-138- 1.67% |
$9.73K - $11.2K
|
8.11K
$667K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
771+ 24.31% |
$54.4K - $62.5K
|
3.94K
$325K
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-164- 5.53% |
$11.6K - $13.3K
|
2.8K
$231K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-41- 7.58% |
$2.89K - $3.32K
|
500
$41.2K
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.19KNew |
$225K - $259K
|
3.19K
$263K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-191- 1.7% |
$13.5K - $15.5K
|
11.1K
$911K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.76K+ 13.03% |
$265K - $305K
|
32.6K
$2.68M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-559- 47.21% |
$39.4K - $45.3K
|
625
$51.5K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.83K- 1.8% |
$481K - $553K
|
372K
$30.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 1.4% |
$917K - $1.05M
|
917K
$75.5M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-375- 17.19% |
$26.4K - $30.4K
|
1.81K
$149K
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-234- 7.33% |
$16.5K - $19K
|
2.96K
$244K
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19.4KNew |
$1.37M - $1.58M
|
19.4K
$1.6M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36New |
$2.54K - $2.92K
|
36
$2.96K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17.2KNew |
$1.21M - $1.4M
|
17.2K
$1.42M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
209New |
$14.7K - $16.9K
|
209
$17.2K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.43KNew |
$453K - $521K
|
6.43K
$529K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-287- 3.25% |
$20.2K - $23.3K
|
8.54K
$703K
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-580- 12.43% |
$40.9K - $47K
|
4.09K
$336K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.48K- 37.45% |
$457K - $525K
|
10.8K
$891K
|
|
Q2 2024 | |||||||
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.07KNew |
$200K - $238K
|
3.07K
$252K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.14K- 35.28% |
$204K - $244K
|
5.75K
$473K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
114+ 50.67% |
$7.43K - $8.87K
|
339
$27.9K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
658+ 97.77% |
$42.9K - $51.2K
|
1.33K
$110K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$665K - $793K
|
10.2K
$840K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.94KNew |
$388K - $462K
|
5.94K
$489K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.65KNew |
$434K - $517K
|
6.65K
$548K
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.75KNew |
$179K - $214K
|
2.75K
$226K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-850- 95.51% |
$55.4K - $66.1K
|
40
$3.29K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
135New |
$8.8K - $10.5K
|
135
$11.1K
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-237- 8.21% |
$15.5K - $18.4K
|
2.65K
$218K
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-637- 2.33% |
$41.5K - $49.6K
|
26.7K
$2.2M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
754+ 4.22% |
$49.2K - $58.7K
|
18.6K
$1.53M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-390- 90.49% |
$25.4K - $30.3K
|
41
$3.38K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.32K- 3.17% |
$216K - $258K
|
101K
$8.36M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.7KNew |
$241K - $288K
|
3.7K
$305K
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.8KNew |
$574K - $685K
|
8.8K
$725K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
980+ 1.42% |
$63.9K - $76.2K
|
70K
$5.77M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.05K- 47.31% |
$134K - $160K
|
2.29K
$188K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
77New |
$5.02K - $5.99K
|
77
$6.34K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
450+ 16.72% |
$29.3K - $35K
|
3.14K
$259K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 60.07% |
$87.7K - $105K
|
894
$73.6K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
433New |
$28.2K - $33.7K
|
433
$35.7K
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-302- 6.15% |
$19.7K - $23.5K
|
4.61K
$379K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
264+ 138.95% |
$17.2K - $20.5K
|
454
$37.4K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.73KNew |
$178K - $212K
|
2.73K
$225K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19K+ 19.4% |
$77.6K - $92.6K
|
7.32K
$603K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-24- 82.76% |
$1.57K - $1.87K
|
5
$412
|