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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.38K+ 17.6% |
$209K - $240K
|
22.6K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.26KNew |
$201K - $231K
|
3.26K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.23KNew |
$200K - $229K
|
3.23K
$256K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.19KNew |
$198K - $226K
|
3.19K
$253K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.17K+ 0.61% |
$196K - $225K
|
525K
$41.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.16KNew |
$196K - $224K
|
3.16K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.08K+ 14.01% |
$191K - $219K
|
25.1K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.04KNew |
$188K - $216K
|
3.04K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3KNew |
$186K - $213K
|
3K
$238K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.98K+ 83.19% |
$184K - $211K
|
6.55K
$520K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$184K - $211K
|
2.97K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.92KNew |
$181K - $207K
|
2.92K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.89K+ 9.63% |
$179K - $205K
|
32.9K
$2.61M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
2.89KNew |
$179K - $205K
|
2.89K
$229K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.73K+ 44.45% |
$169K - $194K
|
8.89K
$705K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.5K+ 7.78% |
$155K - $177K
|
34.7K
$2.75M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.5K+ 10.86% |
$155K - $177K
|
25.5K
$2.02M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.43K+ 8.26% |
$151K - $173K
|
31.9K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.32K+ 28.31% |
$144K - $165K
|
10.5K
$835K
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.14K+ 3.08% |
$132K - $151K
|
71.6K
$5.68M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.01K+ 6.97% |
$124K - $142K
|
30.8K
$2.44M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.88K+ 11.66% |
$116K - $133K
|
18K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.62K+ 35.89% |
$100K - $115K
|
6.13K
$486K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 0.68% |
$98.8K - $113K
|
237K
$18.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 501.59% |
$97.5K - $112K
|
1.89K
$150K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.54K+ 0.84% |
$95.4K - $109K
|
185K
$14.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.5K+ 7.13% |
$93K - $107K
|
22.6K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.49K+ 4.35% |
$92.1K - $106K
|
35.7K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.42K+ 7.9% |
$87.7K - $101K
|
19.3K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.39K+ 47.37% |
$86.3K - $98.9K
|
4.34K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 160.35% |
$85.3K - $97.8K
|
2.24K
$178K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.35K+ 22.69% |
$83.2K - $95.4K
|
7.27K
$577K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.33K+ 4.15% |
$82.5K - $94.5K
|
33.5K
$2.66M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.28K+ 5.62% |
$79.3K - $90.9K
|
24.1K
$1.91M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.09K+ 40.78% |
$67.6K - $77.5K
|
3.77K
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.04K+ 2.69% |
$64.2K - $73.6K
|
39.7K
$3.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.03K+ 0.28% |
$63.9K - $73.3K
|
367K
$29.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1K+ 21.66% |
$62K - $71K
|
5.62K
$446K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
888+ 2.43% |
$55K - $63K
|
37.4K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
805+ 2.9% |
$49.8K - $57.1K
|
28.5K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
747+ 52.24% |
$46.2K - $53K
|
2.18K
$173K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
724+ 35.7% |
$44.8K - $51.4K
|
2.75K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
709+ 10.13% |
$43.9K - $50.3K
|
7.71K
$611K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
697+ 5.67% |
$43.1K - $49.4K
|
13K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
684+ 1.57% |
$42.3K - $48.5K
|
44.3K
$3.51M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
577+ 3.07% |
$35.7K - $40.9K
|
19.4K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
517+ 8.77% |
$32K - $36.7K
|
6.41K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
477+ 2.76% |
$29.5K - $33.8K
|
17.7K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
401New |
$24.8K - $28.4K
|
401
$31.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
376+ 10.47% |
$23.3K - $26.7K
|
3.97K
$315K
|