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 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.13% |
$440 - $504
|
4.67K
$421K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.96% |
$440 - $504
|
631
$57K
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
5+ 0.08% |
$367 - $420
|
6.64K
$599K
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$367 - $420
|
12.2K
$1.1M
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5+ 0.13% |
$367 - $420
|
3.99K
$360K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$294 - $336
|
4
$361
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.36% |
$294 - $336
|
1.11K
$100K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 1.95% |
$220 - $252
|
157
$14.2K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.31% |
$220 - $252
|
966
$87.2K
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$73.4 - $84
|
1
$90.3
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$73.4 - $84
|
2.52K
$227K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.1% |
$73.4 - $84
|
966
$87.2K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.03% |
$73.4 - $84
|
3.46K
$312K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
37.8KNew |
$2.95M - $3.1M
|
37.8K
$3.41M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.56KNew |
$668K - $703K
|
8.56K
$773K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.19KNew |
$561K - $590K
|
7.19K
$649K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
7.06KNew |
$551K - $580K
|
7.06K
$637K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.64KNew |
$440K - $463K
|
5.64K
$509K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.51K+ 15.11% |
$430K - $453K
|
42K
$3.79M
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$293K - $309K
|
3.76K
$340K
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.41KNew |
$266K - $280K
|
3.41K
$308K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.04KNew |
$237K - $250K
|
3.04K
$274K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.72KNew |
$212K - $223K
|
2.72K
$245K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.65KNew |
$207K - $218K
|
2.65K
$239K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.41K+ 6.47% |
$110K - $116K
|
23.2K
$2.1M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
629+ 3.03% |
$49.1K - $51.7K
|
21.4K
$1.93M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
600New |
$46.8K - $49.3K
|
600
$54.2K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
528New |
$41.2K - $43.4K
|
528
$47.7K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
441+ 9.25% |
$34.4K - $36.2K
|
5.21K
$470K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
396New |
$30.9K - $32.5K
|
396
$35.8K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
355New |
$27.7K - $29.2K
|
355
$32K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
245New |
$19.1K - $20.1K
|
245
$22.1K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
224+ 6.96% |
$17.5K - $18.4K
|
3.44K
$311K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
200New |
$15.6K - $16.4K
|
200
$18.1K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$10.9K - $11.5K
|
140
$12.6K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
81+ 2.4% |
$6.32K - $6.65K
|
3.45K
$312K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$2.03K - $2.14K
|
26
$2.35K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
17+ 0.51% |
$1.33K - $1.4K
|
3.34K
$301K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13+ 0.11% |
$1.01K - $1.07K
|
11.8K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
12New |
$936 - $986
|
12
$1.08K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 0.14% |
$858 - $903
|
8.01K
$723K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.27% |
$546 - $575
|
2.62K
$237K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.74% |
$156 - $164
|
272
$24.6K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.09% |
$78 - $82.1
|
1.07K
$96.2K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$78 - $82.1
|
1
$90.3
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.47% |
$78 - $82.1
|
216
$19.5K
|
|
Q3 2024 | |||||||
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
47KNew |
$3.31M - $3.81M
|
47K
$4.24M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.4K+ 102.17% |
$2.07M - $2.38M
|
58.1K
$5.25M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19.4KNew |
$1.37M - $1.58M
|
19.4K
$1.75M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17.2KNew |
$1.21M - $1.4M
|
17.2K
$1.56M
|