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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53New |
$2.86K - $3.41K
|
53
$4.78K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
7.98K+ 8.16% |
$444K - $480K
|
106K
$9.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.84KNew |
$381K - $411K
|
6.84K
$617K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.49KNew |
$361K - $390K
|
6.49K
$586K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.97K+ 6.52% |
$277K - $299K
|
81.2K
$7.33M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.94K+ 13.56% |
$164K - $177K
|
24.6K
$2.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
939+ 7.26% |
$52.3K - $56.5K
|
13.9K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
291+ 1.9% |
$16.2K - $17.5K
|
15.6K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90New |
$5.01K - $5.41K
|
90
$8.13K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
48New |
$2.67K - $2.89K
|
48
$4.33K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10+ 0.2% |
$557 - $602
|
4.95K
$447K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
84.6KNew |
$4.34M - $5.02M
|
84.6K
$7.63M
|
|
|
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
|
|
|
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
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
274New |
$14K - $16.3K
|
274
$24.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59New |
$3.02K - $3.5K
|
59
$5.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.1% |
$51.3 - $59.3
|
92
$8.31K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
49.7KNew |
$2.37M - $2.69M
|
49.7K
$4.49M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20K+ 1126.0% |
$953K - $1.08M
|
21.7K
$1.96M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.1KNew |
$196K - $222K
|
4.1K
$371K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.92KNew |
$91.6K - $104K
|
1.92K
$173K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
993New |
$47.4K - $53.7K
|
993
$89.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
722New |
$34.5K - $39.1K
|
722
$65.2K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
380New |
$18.1K - $20.6K
|
380
$34.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
265New |
$12.6K - $14.3K
|
265
$23.9K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20New |
$954 - $1.08K
|
20
$1.81K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
17New |
$811 - $920
|
17
$1.53K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2+ 0.04% |
$95.4 - $108
|
5.21K
$471K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
17.2KNew |
$736K - $884K
|
17.2K
$1.55M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.9K+ 119.05% |
$508K - $611K
|
21.9K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.42KNew |
$403K - $484K
|
9.42K
$851K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.54KNew |
$194K - $234K
|
4.54K
$410K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$176K - $211K
|
4.1K
$371K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.7KNew |
$72.8K - $87.4K
|
1.7K
$153K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
700+ 1.56% |
$30K - $36K
|
45.5K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
450New |
$19.3K - $23.1K
|
450
$40.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
400+ 8.62% |
$17.1K - $20.6K
|
5.04K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
155New |
$6.63K - $7.97K
|
155
$14K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
150New |
$6.42K - $7.71K
|
150
$13.5K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
40New |
$1.71K - $2.06K
|
40
$3.61K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.86% |
$85.6 - $103
|
234
$21.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.2KNew |
$227K - $287K
|
5.2K
$469K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
513New |
$22.4K - $28.3K
|
513
$46.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$21.9K - $27.6K
|
500
$45.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500New |
$21.9K - $27.6K
|
500
$45.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.63% |
$219 - $276
|
801
$72.3K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.53K+ 114.35% |
$372K - $446K
|
14.1K
$1.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
6.78KNew |
$334K - $402K
|
6.78K
$612K
|
|