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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-185- 3.13% |
$9.13K - $11K
|
5.72K
$464K
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-4.13KClosed |
$204K - $245K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-107Closed |
$5.28K - $6.34K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.53K+ 114.35% |
$372K - $446K
|
14.1K
$1.15M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-150KClosed |
$7.4M - $8.88M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10KClosed |
$494K - $594K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-3.54KClosed |
$175K - $210K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.6KNew |
$79K - $94.8K
|
1.6K
$130K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6New |
$296 - $356
|
6
$487
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300- 42.86% |
$14.8K - $17.8K
|
400
$32.5K
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
2K+ 2.99% |
$98.9K - $119K
|
69K
$5.6M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.5KClosed |
$668K - $802K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-50Closed |
$2.47K - $2.96K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
6.78KNew |
$334K - $402K
|
6.78K
$550K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.51K- 98.69% |
$371K - $445K
|
100
$8.12K
|
|
Q1 2022 | |||||||
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-9.27KClosed |
$510K - $592K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 50.22% |
$62.2K - $72.2K
|
1.12K
$90.9K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.5K- 22.11% |
$82.6K - $95.8K
|
5.29K
$429K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.5KClosed |
$138K - $160K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-373Closed |
$20.5K - $23.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-50Closed |
$2.75K - $3.19K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1KNew |
$55K - $63.9K
|
1K
$81.2K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.34KNew |
$74K - $85.9K
|
1.34K
$109K
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.42KClosed |
$188K - $218K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-330Closed |
$18.2K - $21.1K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1KNew |
$55K - $63.9K
|
1K
$81.2K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-680Closed |
$37.4K - $43.4K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.7KClosed |
$203K - $236K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
117New |
$6.44K - $7.47K
|
117
$9.5K
|
|
Q4 2021 | |||||||
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-301- 37.25% |
$16.9K - $19.1K
|
507
$41.2K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1KNew |
$56.3K - $63.5K
|
1K
$81.2K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-347Closed |
$19.5K - $22K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-204Closed |
$11.5K - $12.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250New |
$14.1K - $15.9K
|
250
$20.3K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-582Closed |
$32.7K - $36.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-125Closed |
$7.03K - $7.94K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100Closed |
$5.63K - $6.35K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-7.81KClosed |
$439K - $496K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.77KClosed |
$212K - $239K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-1.13K- 27.61% |
$63.7K - $71.9K
|
2.97K
$241K
|
|
Q3 2021 | |||||||
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
347New |
$19.5K - $20.6K
|
347
$28.2K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100- 59.17% |
$5.61K - $5.92K
|
69
$5.6K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-370- 92.04% |
$20.7K - $21.9K
|
32
$2.6K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1Closed |
$56.1 - $59.2
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
118+ 1685.71% |
$6.62K - $6.99K
|
125
$10.1K
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.68KClosed |
$94.3K - $99.6K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-17.4KClosed |
$976K - $1.03M
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-370Closed |
$20.7K - $21.9K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-31KClosed |
$1.74M - $1.84M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-92Closed |
$4.98K - $5.3K
|
0
$0
|