Purchases and Sales Made in Q1 2023 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST NASDAQ TECHNOLOGY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
326K+ 34.44% |
$15.5M - $17.6M
|
1.27M
$99.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
150KNew |
$7.15M - $8.11M
|
150K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
122KNew |
$5.81M - $6.58M
|
122K
$9.55M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
116K+ 40.61% |
$5.54M - $6.28M
|
402K
$31.6M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
101K+ 67.17% |
$4.84M - $5.49M
|
253K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
87.5K+ 5195.55% |
$4.18M - $4.74M
|
89.2K
$7M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
83.1K+ 844.12% |
$3.96M - $4.49M
|
92.9K
$7.29M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.2K+ 5.15% |
$3.49M - $3.96M
|
1.5M
$117M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
55.6K+ 264.46% |
$2.65M - $3.01M
|
76.6K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.4K+ 22.42% |
$2.45M - $2.78M
|
281K
$22M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
49.7KNew |
$2.37M - $2.69M
|
49.7K
$3.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.4K+ 5.67% |
$2.21M - $2.51M
|
864K
$67.8M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.1KNew |
$2.2M - $2.49M
|
46.1K
$3.62M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
32.7K+ 85.01% |
$1.56M - $1.77M
|
71.2K
$5.59M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
32.7K+ 85.01% |
$1.56M - $1.77M
|
71.2K
$5.59M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.9K+ 7.69% |
$1.43M - $1.62M
|
419K
$32.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29.1KNew |
$1.39M - $1.57M
|
29.1K
$2.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28.6K+ 15.54% |
$1.37M - $1.55M
|
213K
$16.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
26K+ 19.55% |
$1.24M - $1.41M
|
159K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.1K+ 4.57% |
$1.15M - $1.3M
|
551K
$43.2M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.8KNew |
$1.09M - $1.23M
|
22.8K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
20K+ 46.37% |
$954K - $1.08M
|
63.1K
$4.95M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20K+ 1126.0% |
$953K - $1.08M
|
21.7K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.5KNew |
$931K - $1.06M
|
19.5K
$1.53M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
19.3K+ 3898.18% |
$921K - $1.04M
|
19.8K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
17.1KNew |
$817K - $926K
|
17.1K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.4K+ 40.92% |
$734K - $832K
|
53K
$4.16M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.7KNew |
$653K - $740K
|
13.7K
$1.07M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
13.3K+ 70.89% |
$634K - $718K
|
32K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 45.71% |
$575K - $652K
|
38.4K
$3.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.8K+ 11.13% |
$513K - $582K
|
107K
$8.43M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$492K - $558K
|
10.3K
$809K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.39K+ 37.66% |
$448K - $508K
|
34.3K
$2.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.68K+ 27.41% |
$414K - $470K
|
40.4K
$3.17M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8.29KNew |
$395K - $448K
|
8.29K
$650K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.02K+ 39.88% |
$383K - $434K
|
28.1K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.78K+ 27.43% |
$371K - $421K
|
36.2K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.75K+ 10.39% |
$370K - $419K
|
82.4K
$6.46M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.25K+ 7.18% |
$346K - $392K
|
108K
$8.5M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.14K+ 1.62% |
$341K - $386K
|
448K
$35.1M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.68KNew |
$319K - $361K
|
6.68K
$524K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.16K+ 5.48% |
$294K - $333K
|
119K
$9.31M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.07KNew |
$290K - $328K
|
6.07K
$476K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.48KNew |
$262K - $297K
|
5.48K
$430K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
5.16KNew |
$246K - $279K
|
5.16K
$405K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.92K+ 2068.07% |
$235K - $266K
|
5.16K
$405K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.9KNew |
$234K - $265K
|
4.9K
$385K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.62K+ 4.34% |
$220K - $250K
|
111K
$8.72M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.43K+ 51.4% |
$211K - $239K
|
13K
$1.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.1KNew |
$196K - $222K
|
4.1K
$322K
|