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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200New |
$12.4K - $14.2K
|
200
$18.1K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.04KNew |
$188K - $216K
|
3.04K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.26KNew |
$201K - $231K
|
3.26K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38New |
$2.35K - $2.7K
|
38
$3.43K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71New |
$4.39K - $5.04K
|
71
$6.41K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 2.07% |
$1.98K - $2.27K
|
1.51K
$137K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5KNew |
$309K - $355K
|
5K
$451K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
219+ 120.33% |
$13.6K - $15.5K
|
401
$36.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$743 - $851
|
12
$1.08K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2New |
$124 - $142
|
2
$181
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-800- 50.0% |
$49.5K - $56.7K
|
800
$72.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
140+ 1.94% |
$8.66K - $9.93K
|
7.35K
$664K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3KNew |
$186K - $213K
|
3K
$271K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.88KNew |
$302K - $346K
|
4.88K
$440K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
665+ 443.33% |
$35.9K - $42.8K
|
815
$73.6K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.3KNew |
$1.91M - $2.28M
|
35.3K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53New |
$2.86K - $3.41K
|
53
$4.78K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
$32.4K - $38.6K
|
600
$54.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.23KNew |
$174K - $208K
|
3.23K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
300New |
$16.2K - $19.3K
|
300
$27.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-265- 5.03% |
$14.3K - $17.1K
|
5K
$452K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.43K+ 62.53% |
$131K - $156K
|
6.31K
$570K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.65K- 32.37% |
$89.1K - $106K
|
3.45K
$311K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2K- 95.24% |
$108K - $129K
|
100
$9.03K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.25K- 35.77% |
$122K - $145K
|
4.04K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.07KNew |
$220K - $262K
|
4.07K
$367K
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-470- 1.51% |
$25.4K - $30.3K
|
30.6K
$2.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-77- 1.76% |
$4.16K - $4.96K
|
4.31K
$389K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.84KNew |
$381K - $411K
|
6.84K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90New |
$5.01K - $5.41K
|
90
$8.13K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
7.98K+ 8.16% |
$444K - $480K
|
106K
$9.54M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.94K+ 13.56% |
$164K - $177K
|
24.6K
$2.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.97K+ 6.52% |
$277K - $299K
|
81.2K
$7.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
291+ 1.9% |
$16.2K - $17.5K
|
15.6K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.49KNew |
$361K - $390K
|
6.49K
$586K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10+ 0.2% |
$557 - $602
|
4.95K
$447K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
48New |
$2.67K - $2.89K
|
48
$4.33K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-803- 7.8% |
$44.7K - $48.3K
|
9.49K
$857K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
939+ 7.26% |
$52.3K - $56.5K
|
13.9K
$1.25M
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2Closed |
$103 - $119
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
84.6KNew |
$4.34M - $5.02M
|
84.6K
$7.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.1% |
$51.3 - $59.3
|
92
$8.31K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59New |
$3.02K - $3.5K
|
59
$5.33K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.61KNew |
$185K - $214K
|
3.61K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
339New |
$17.4K - $20.1K
|
339
$30.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-308- 78.57% |
$15.8K - $18.3K
|
84
$7.58K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
25.8KNew |
$1.32M - $1.53M
|
25.8K
$2.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7KNew |
$359K - $415K
|
7K
$632K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
274New |
$14K - $16.3K
|
274
$24.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.07K- 46.48% |
$311K - $360K
|
7K
$632K
|
|