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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.06K+ 10.85% |
$194K - $219K
|
41.5K
$3.34M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4KNew |
$191K - $216K
|
4K
$323K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.91KNew |
$186K - $211K
|
3.91K
$315K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.83KNew |
$183K - $207K
|
3.83K
$309K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.71K+ 3.19% |
$177K - $201K
|
120K
$9.68M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.16K+ 39.05% |
$151K - $171K
|
11.2K
$907K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.14K+ 36.14% |
$150K - $170K
|
11.8K
$953K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.1K+ 275.09% |
$148K - $168K
|
4.23K
$341K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.01K+ 4.57% |
$143K - $163K
|
68.8K
$5.55M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.94K+ 4.46% |
$140K - $159K
|
68.8K
$5.55M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.38K+ 4.65% |
$114K - $129K
|
53.6K
$4.32M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.31KNew |
$110K - $125K
|
2.31K
$186K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.22K+ 20.13% |
$106K - $120K
|
13.2K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.18K+ 3.48% |
$104K - $118K
|
65K
$5.24M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.17K+ 16.18% |
$103K - $117K
|
15.5K
$1.25M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.12KNew |
$101K - $115K
|
2.12K
$171K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.92KNew |
$91.6K - $104K
|
1.92K
$155K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.77K+ 774.12% |
$84.2K - $95.5K
|
1.99K
$161K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.7K+ 425.0% |
$81.1K - $92K
|
2.1K
$169K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.54K+ 8.57% |
$73.6K - $83.5K
|
19.6K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.51K+ 2.72% |
$72.1K - $81.7K
|
57.1K
$4.6M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.34K+ 4.9% |
$64.1K - $72.6K
|
28.8K
$2.32M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.33K+ 10.06% |
$63.4K - $71.8K
|
14.5K
$1.17M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 4.22% |
$63.1K - $71.5K
|
32.6K
$2.63M
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
1.28K+ 12.89% |
$60.9K - $69.1K
|
11.2K
$902K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.11K+ 2.54% |
$53.1K - $60.1K
|
44.9K
$3.62M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 36.66% |
$52.4K - $59.4K
|
4.09K
$330K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
993New |
$47.4K - $53.7K
|
993
$80.1K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
957+ 44.89% |
$45.7K - $51.8K
|
3.09K
$249K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
921+ 1.8% |
$44K - $49.8K
|
52.1K
$4.2M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
860New |
$41K - $46.5K
|
860
$69.4K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
815+ 8.88% |
$38.9K - $44.1K
|
9.99K
$806K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
722New |
$34.5K - $39.1K
|
722
$58.2K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
669+ 33.53% |
$31.9K - $36.2K
|
2.66K
$215K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
594New |
$28.3K - $32.1K
|
594
$47.9K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
460+ 4.76% |
$22K - $24.9K
|
10.1K
$817K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
450+ 9.22% |
$21.5K - $24.3K
|
5.33K
$430K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
380New |
$18.1K - $20.6K
|
380
$30.6K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
330New |
$15.7K - $17.8K
|
330
$26.6K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
328+ 19.35% |
$15.7K - $17.7K
|
2.02K
$163K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
265New |
$12.6K - $14.3K
|
265
$21.4K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
253+ 20.24% |
$12.1K - $13.7K
|
1.5K
$121K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
250+ 12.2% |
$11.9K - $13.5K
|
2.3K
$185K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
245+ 1.36% |
$11.7K - $13.3K
|
18.3K
$1.47M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
213+ 1775.0% |
$10.2K - $11.5K
|
225
$18.1K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
196+ 0.91% |
$9.35K - $10.6K
|
21.7K
$1.75M
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
195+ 2.84% |
$9.31K - $10.5K
|
7.06K
$569K
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
190+ 5.08% |
$9.07K - $10.3K
|
3.93K
$317K
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
163+ 0.28% |
$7.78K - $8.82K
|
59.1K
$4.77M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
141+ 0.5% |
$6.73K - $7.63K
|
28.2K
$2.28M
|