Purchases and Sales Made in Q1 2025 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q1 2025. 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, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
95.9KNew |
$7.03M - $8.05M
|
95.9K
$7.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
82.2K+ 6686.5% |
$6.04M - $6.9M
|
83.5K
$6.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
43.9K+ 158.06% |
$3.22M - $3.68M
|
71.7K
$5.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.3K+ 6.72% |
$2.89M - $3.3M
|
625K
$45.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36KNew |
$2.64M - $3.02M
|
36K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 2030800.0% |
$1.49M - $1.7M
|
20.3K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
18.3KNew |
$1.35M - $1.54M
|
18.3K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.8K+ 89.03% |
$1.09M - $1.24M
|
31.4K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.92K+ 26.13% |
$728K - $833K
|
47.9K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
9.88K+ 106.4% |
$725K - $829K
|
19.2K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.24KNew |
$678K - $775K
|
9.24K
$679K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.38K+ 104700.0% |
$615K - $703K
|
8.38K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.69K+ 7.21% |
$564K - $646K
|
114K
$8.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
7.16KNew |
$525K - $601K
|
7.16K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.1K+ 177.56% |
$521K - $596K
|
11.1K
$816K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
6.71K+ 6.42% |
$492K - $563K
|
111K
$8.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.54K+ 15.87% |
$480K - $549K
|
47.8K
$3.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.47K+ 4.17% |
$328K - $375K
|
112K
$8.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.42K+ 96.1% |
$324K - $371K
|
9.01K
$662K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.94K+ 6.14% |
$289K - $330K
|
68K
$5M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.92K+ 68.11% |
$288K - $329K
|
9.69K
$712K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.81K+ 43.99% |
$280K - $320K
|
12.5K
$917K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.64KNew |
$267K - $305K
|
3.64K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.54K+ 9.49% |
$260K - $297K
|
40.9K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.32K+ 4.3% |
$243K - $278K
|
80.5K
$5.91M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.2K+ 7.88% |
$235K - $268K
|
43.7K
$3.21M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.82K+ 7.8% |
$207K - $237K
|
39K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.76K+ 46.71% |
$202K - $231K
|
8.66K
$636K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.52K+ 2.85% |
$185K - $212K
|
91K
$6.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.48K+ 7.92% |
$182K - $208K
|
33.8K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.1K+ 32.26% |
$154K - $177K
|
8.63K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.8KNew |
$132K - $151K
|
1.8K
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.49K+ 3.61% |
$110K - $125K
|
42.9K
$3.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 13.54% |
$104K - $119K
|
11.9K
$876K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.28K+ 5.75% |
$94.2K - $108K
|
23.6K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.11K+ 15.64% |
$81.3K - $93K
|
8.19K
$602K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
922+ 17.8% |
$67.7K - $77.4K
|
6.1K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
873+ 19.73% |
$64.1K - $73.3K
|
5.3K
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
843+ 4.94% |
$61.9K - $70.8K
|
17.9K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
841+ 16820.0% |
$61.7K - $70.6K
|
846
$62.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
625+ 20.25% |
$45.9K - $52.5K
|
3.71K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
586+ 3.47% |
$43K - $49.2K
|
17.5K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
577+ 0.98% |
$42.3K - $48.4K
|
59.5K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$36.7K - $42K
|
500
$36.8K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
489+ 11.18% |
$35.9K - $41.1K
|
4.86K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
416+ 9.22% |
$30.5K - $34.9K
|
4.93K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
397+ 9.24% |
$29.1K - $33.3K
|
4.69K
$345K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
349+ 12.59% |
$25.6K - $29.3K
|
3.12K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
329+ 0.83% |
$24.1K - $27.6K
|
40K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
325+ 3.56% |
$23.9K - $27.3K
|
9.45K
$694K
|