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 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
318+ 0.25% |
$19.7K - $22.6K
|
126K
$10M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
305+ 4.25% |
$18.9K - $21.6K
|
7.48K
$593K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
270+ 73.97% |
$16.7K - $19.2K
|
635
$50.4K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
254+ 0.24% |
$15.7K - $18K
|
105K
$8.31M
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
240+ 0.75% |
$14.9K - $17K
|
32.2K
$2.55M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
236+ 11.63% |
$14.6K - $16.7K
|
2.27K
$180K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
235+ 1.29% |
$14.5K - $16.7K
|
18.4K
$1.46M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
235New |
$14.5K - $16.7K
|
235
$18.6K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
225New |
$13.9K - $16K
|
225
$17.8K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
219+ 120.33% |
$13.6K - $15.5K
|
401
$31.8K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
205+ 0.25% |
$12.7K - $14.5K
|
82.9K
$6.57M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200New |
$12.4K - $14.2K
|
200
$15.9K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150+ 2.21% |
$9.28K - $10.6K
|
6.93K
$550K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
140+ 2.55% |
$8.66K - $9.93K
|
5.64K
$447K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
140+ 1.94% |
$8.66K - $9.93K
|
7.35K
$583K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
90+ 0.42% |
$5.57K - $6.38K
|
21.6K
$1.72M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 4.69% |
$5.45K - $6.24K
|
1.96K
$156K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
87+ 0.58% |
$5.38K - $6.17K
|
15K
$1.19M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71New |
$4.39K - $5.04K
|
71
$5.63K
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
39+ 0.83% |
$2.41K - $2.77K
|
4.74K
$376K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38New |
$2.35K - $2.7K
|
38
$3.01K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
30+ 0.83% |
$1.86K - $2.13K
|
3.63K
$288K
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
26+ 0.43% |
$1.61K - $1.84K
|
6.03K
$478K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24+ 10.21% |
$1.49K - $1.7K
|
259
$20.5K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 480.0% |
$1.49K - $1.7K
|
29
$2.3K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
22+ 1.26% |
$1.36K - $1.56K
|
1.77K
$140K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 0.2% |
$990 - $1.13K
|
8.15K
$647K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$743 - $851
|
12
$952
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
11+ 0.94% |
$681 - $780
|
1.18K
$93.4K
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8+ 0.1% |
$495 - $567
|
8.24K
$653K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.09% |
$248 - $284
|
4.68K
$371K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.05% |
$186 - $213
|
5.47K
$434K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.28% |
$186 - $213
|
1.07K
$84.5K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.84% |
$186 - $213
|
359
$28.5K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 1.23% |
$124 - $142
|
165
$13.1K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 0.84% |
$124 - $142
|
240
$19K
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$124 - $142
|
4.78K
$379K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2New |
$124 - $142
|
2
$159
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$61.9 - $70.9
|
4.7K
$373K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.22% |
$61.9 - $70.9
|
451
$35.8K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-13- 0.16% |
$805 - $922
|
8.26K
$655K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-22- 0.83% |
$1.36K - $1.56K
|
2.64K
$209K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-25- 2.56% |
$1.55K - $1.77K
|
950
$75.3K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-26- 0.14% |
$1.61K - $1.84K
|
19K
$1.51M
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-31- 0.6% |
$1.92K - $2.2K
|
5.16K
$409K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 2.07% |
$1.98K - $2.27K
|
1.51K
$120K
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-37- 1.08% |
$2.29K - $2.62K
|
3.38K
$268K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-39- 0.53% |
$2.41K - $2.77K
|
7.38K
$585K
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-71- 1.8% |
$4.39K - $5.04K
|
3.88K
$308K
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-75- 0.3% |
$4.64K - $5.32K
|
24.8K
$1.97M
|