Latest Institutional Purchases of First Trust Nasdaq Technology (TDIV)
This list provides information on the latest institutional transactions involving First Trust Nasdaq Technology (TDIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
385K+ 721.19% |
$23.8M - $27.3M
|
438K
$31.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
283K+ 646.13% |
$17.5M - $20.1M
|
327K
$23.6M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
268KNew |
$16.6M - $19M
|
268K
$19.4M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
243K+ 13.01% |
$15M - $17.2M
|
2.11M
$152M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
106K+ 7.57% |
$6.58M - $7.54M
|
1.51M
$109M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
69KNew |
$4.27M - $4.9M
|
69K
$4.99M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
54K+ 96.44% |
$3.34M - $3.83M
|
110K
$7.94M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
49.7K+ 4.59% |
$3.08M - $3.53M
|
1.13M
$81.8M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.8KNew |
$2.53M - $2.89M
|
40.8K
$2.95M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
22.7K+ 39.73% |
$1.41M - $1.61M
|
79.9K
$5.77M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7K+ 43.48% |
$1.09M - $1.25M
|
58.3K
$4.21M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
17.2KNew |
$1.07M - $1.22M
|
17.2K
$1.24M
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16.8K+ 12.51% |
$1.04M - $1.19M
|
151K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 21.54% |
$1.04M - $1.19M
|
94.4K
$6.82M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.5K+ 19.35% |
$776K - $889K
|
77.3K
$5.59M
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 95.67% |
$715K - $820K
|
23.6K
$1.71M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 12.75% |
$707K - $810K
|
101K
$7.3M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$706K - $810K
|
11.4K
$824K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 10.22% |
$636K - $729K
|
111K
$8.01M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.99K+ 3.37% |
$556K - $637K
|
276K
$19.9M
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.35KNew |
$516K - $592K
|
8.35K
$603K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.89K+ 11.13% |
$426K - $489K
|
68.8K
$4.97M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.84K+ 61.69% |
$423K - $485K
|
17.9K
$1.29M
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.74K+ 26.73% |
$417K - $478K
|
32K
$2.31M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.05KNew |
$374K - $429K
|
6.05K
$437K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.03K+ 24.94% |
$373K - $427K
|
30.2K
$2.18M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.85K+ 36.25% |
$362K - $415K
|
22K
$1.59M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.78KNew |
$358K - $410K
|
5.78K
$417K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.19KNew |
$321K - $368K
|
5.19K
$375K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.08K+ 23.12% |
$315K - $361K
|
27.1K
$1.96M
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5KNew |
$309K - $355K
|
5K
$361K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.88KNew |
$302K - $346K
|
4.88K
$352K
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.74K+ 21.84% |
$293K - $336K
|
26.4K
$1.91M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.57K+ 1.25% |
$283K - $324K
|
370K
$26.7M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.55K+ 3.82% |
$282K - $323K
|
124K
$8.92M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.4KNew |
$272K - $312K
|
4.4K
$318K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.28KNew |
$265K - $304K
|
4.28K
$309K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.26KNew |
$264K - $302K
|
4.26K
$308K
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.13KNew |
$255K - $293K
|
4.13K
$298K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.04K+ 19.63% |
$250K - $286K
|
24.6K
$1.78M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4K+ 0.75% |
$247K - $283K
|
538K
$38.8M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.53KNew |
$219K - $251K
|
3.53K
$255K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.39KNew |
$210K - $240K
|
3.39K
$245K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.38K+ 17.6% |
$209K - $240K
|
22.6K
$1.63M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.26KNew |
$201K - $231K
|
3.26K
$235K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.23KNew |
$200K - $229K
|
3.23K
$233K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.19KNew |
$198K - $226K
|
3.19K
$231K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.16KNew |
$196K - $224K
|
3.16K
$228K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.08K+ 14.01% |
$191K - $219K
|
25.1K
$1.81M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.04KNew |
$188K - $216K
|
3.04K
$220K
|