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 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-297- 9.38% |
$20.9K - $24.1K
|
2.87K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.52KNew |
$178K - $204K
|
2.52K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
47KNew |
$3.31M - $3.81M
|
47K
$4.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-818- 4.09% |
$57.7K - $66.3K
|
19.2K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-72- 1.51% |
$5.08K - $5.84K
|
4.71K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
4.98KNew |
$351K - $403K
|
4.98K
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-729- 9.27% |
$51.4K - $59.1K
|
7.13K
$644K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-164- 5.53% |
$11.6K - $13.3K
|
2.8K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.19KNew |
$225K - $259K
|
3.19K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-191- 1.7% |
$13.5K - $15.5K
|
11.1K
$998K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-41- 7.58% |
$2.89K - $3.32K
|
500
$45.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 1.4% |
$917K - $1.05M
|
917K
$82.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.83K- 1.8% |
$481K - $553K
|
372K
$33.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-375- 17.19% |
$26.4K - $30.4K
|
1.81K
$163K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19.4KNew |
$1.37M - $1.58M
|
19.4K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-234- 7.33% |
$16.5K - $19K
|
2.96K
$267K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36New |
$2.54K - $2.92K
|
36
$3.25K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17.2KNew |
$1.21M - $1.4M
|
17.2K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
209New |
$14.7K - $16.9K
|
209
$18.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.43KNew |
$453K - $521K
|
6.43K
$581K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-580- 12.43% |
$40.9K - $47K
|
4.09K
$369K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.48K- 37.45% |
$457K - $525K
|
10.8K
$977K
|
|
| Q2 2024 | |||||||
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.07KNew |
$200K - $238K
|
3.07K
$277K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.14K- 35.28% |
$204K - $244K
|
5.75K
$519K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
114+ 50.67% |
$7.43K - $8.87K
|
339
$30.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.65KNew |
$434K - $517K
|
6.65K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
135New |
$8.8K - $10.5K
|
135
$12.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.75KNew |
$179K - $214K
|
2.75K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-850- 95.51% |
$55.4K - $66.1K
|
40
$3.61K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-237- 8.21% |
$15.5K - $18.4K
|
2.65K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-637- 2.33% |
$41.5K - $49.6K
|
26.7K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-390- 90.49% |
$25.4K - $30.3K
|
41
$3.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.32K- 3.17% |
$216K - $258K
|
101K
$9.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.8KNew |
$574K - $685K
|
8.8K
$794K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
980+ 1.42% |
$63.9K - $76.2K
|
70K
$6.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.7KNew |
$241K - $288K
|
3.7K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.05K- 47.31% |
$134K - $160K
|
2.29K
$206K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
77New |
$5.02K - $5.99K
|
77
$6.95K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
450+ 16.72% |
$29.3K - $35K
|
3.14K
$284K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 60.07% |
$87.7K - $105K
|
894
$80.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
433New |
$28.2K - $33.7K
|
433
$39.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.73KNew |
$178K - $212K
|
2.73K
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19K+ 19.4% |
$77.6K - $92.6K
|
7.32K
$661K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-7.75K- 4.42% |
$506K - $603K
|
168K
$15.2M
|
|
| Q1 2024 | |||||||
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-37- 1.08% |
$2.29K - $2.62K
|
3.38K
$305K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 0.84% |
$124 - $142
|
240
$21.7K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-576- 0.81% |
$35.6K - $40.9K
|
70.6K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.9K- 42.42% |
$925K - $1.06M
|
20.3K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7K+ 43.48% |
$1.09M - $1.25M
|
58.3K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
283K+ 646.13% |
$17.5M - $20.1M
|
327K
$29.5M
|
|