Purchases and Sales Made in Q1 2024 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
385K+ 721.19% |
$23.8M - $27.3M
|
438K
$35.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
283K+ 646.13% |
$17.5M - $20.1M
|
327K
$26.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
268KNew |
$16.6M - $19M
|
268K
$21.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
243K+ 13.01% |
$15M - $17.2M
|
2.11M
$170M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
106K+ 7.57% |
$6.58M - $7.54M
|
1.51M
$122M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.3K+ 4.61% |
$5.4M - $6.19M
|
1.98M
$160M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
69KNew |
$4.27M - $4.9M
|
69K
$5.57M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
54K+ 96.44% |
$3.34M - $3.83M
|
110K
$8.87M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
49.7K+ 4.59% |
$3.08M - $3.53M
|
1.13M
$91.3M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.9K+ 112.56% |
$2.72M - $3.11M
|
82.9K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.8KNew |
$2.53M - $2.89M
|
40.8K
$3.29M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
25.1KNew |
$1.55M - $1.78M
|
25.1K
$2.02M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
22.9KNew |
$1.42M - $1.62M
|
22.9K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
22.7K+ 39.73% |
$1.41M - $1.61M
|
79.9K
$6.44M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.1K+ 48.88% |
$1.18M - $1.36M
|
58.3K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7K+ 43.48% |
$1.09M - $1.25M
|
58.3K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
17.2KNew |
$1.07M - $1.22M
|
17.2K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16.8K+ 12.51% |
$1.04M - $1.19M
|
151K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 21.54% |
$1.04M - $1.19M
|
94.4K
$7.62M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.5K+ 19.35% |
$776K - $889K
|
77.3K
$6.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 95.67% |
$715K - $820K
|
23.6K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 12.75% |
$707K - $810K
|
101K
$8.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$706K - $810K
|
11.4K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 10.22% |
$636K - $729K
|
111K
$8.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.99K+ 3.37% |
$556K - $637K
|
276K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.35KNew |
$516K - $592K
|
8.35K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.89K+ 11.13% |
$426K - $489K
|
68.8K
$5.55M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.84K+ 61.69% |
$423K - $485K
|
17.9K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.74K+ 26.73% |
$417K - $478K
|
32K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 133.64% |
$391K - $448K
|
11K
$891K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.05KNew |
$374K - $429K
|
6.05K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.03K+ 24.94% |
$373K - $427K
|
30.2K
$2.43M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.85K+ 36.25% |
$362K - $415K
|
22K
$1.77M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.78KNew |
$358K - $410K
|
5.78K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.19KNew |
$321K - $368K
|
5.19K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.1K+ 57.29% |
$316K - $362K
|
14K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.08K+ 23.12% |
$315K - $361K
|
27.1K
$2.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5KNew |
$309K - $355K
|
5K
$403K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.88KNew |
$302K - $346K
|
4.88K
$393K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.74K+ 21.84% |
$293K - $336K
|
26.4K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.57K+ 1.25% |
$283K - $324K
|
370K
$29.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.55K+ 3.82% |
$282K - $323K
|
124K
$9.96M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.4KNew |
$272K - $312K
|
4.4K
$355K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.28KNew |
$265K - $304K
|
4.28K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.26KNew |
$264K - $302K
|
4.26K
$344K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.13KNew |
$255K - $293K
|
4.13K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.04K+ 19.63% |
$250K - $286K
|
24.6K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4K+ 0.75% |
$247K - $283K
|
538K
$43.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.53KNew |
$219K - $251K
|
3.53K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.39KNew |
$210K - $240K
|
3.39K
$273K
|