Purchases and Sales Made in Q2 2023 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.11KNew |
$210K - $244K
|
4.11K
$331K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.08KNew |
$209K - $242K
|
4.08K
$329K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.74KNew |
$192K - $222K
|
3.74K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.61KNew |
$185K - $214K
|
3.61K
$291K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.46K+ 12.54% |
$177K - $205K
|
31.1K
$2.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.11K+ 73.46% |
$159K - $184K
|
7.34K
$591K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.94KNew |
$151K - $174K
|
2.94K
$236K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.93K+ 10.09% |
$150K - $174K
|
32K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.62K+ 19.11% |
$134K - $155K
|
16.3K
$1.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.61K+ 2.43% |
$134K - $155K
|
110K
$8.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.56K+ 4.07% |
$131K - $152K
|
65.4K
$5.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.39K+ 35.82% |
$123K - $142K
|
9.07K
$730K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.26K+ 14.18% |
$116K - $134K
|
18.2K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 4.52% |
$107K - $124K
|
48.2K
$3.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.03K+ 13.05% |
$104K - $120K
|
17.6K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.83K+ 9.27% |
$94K - $109K
|
21.6K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.63K+ 4.45% |
$83.7K - $96.8K
|
38.3K
$3.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.58K+ 3.22% |
$81.1K - $93.9K
|
50.8K
$4.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.52K+ 1.37% |
$78.1K - $90.4K
|
113K
$9.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.42K+ 0.32% |
$72.5K - $84K
|
449K
$36.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.41K+ 2.82% |
$72.4K - $83.8K
|
51.5K
$4.15M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.31K+ 1.84% |
$67.3K - $77.9K
|
72.5K
$5.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 2.75% |
$67.1K - $77.7K
|
49K
$3.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.31K+ 13.07% |
$66.9K - $77.4K
|
11.3K
$909K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.23K+ 2.37% |
$63.2K - $73.2K
|
53.3K
$4.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.22K+ 19.4% |
$62.7K - $72.6K
|
7.53K
$606K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.21K+ 31.62% |
$62.1K - $71.9K
|
5.05K
$406K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
935+ 17.53% |
$47.9K - $55.5K
|
6.27K
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
876+ 6.72% |
$44.9K - $52K
|
13.9K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
862+ 21.06% |
$44.2K - $51.1K
|
4.96K
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
853+ 15.56% |
$43.7K - $50.6K
|
6.34K
$510K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
800+ 100.0% |
$41K - $47.5K
|
1.6K
$129K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
767+ 5.28% |
$39.3K - $45.5K
|
15.3K
$1.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
766+ 14.84% |
$39.3K - $45.4K
|
5.93K
$477K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
662+ 5.6% |
$33.9K - $39.3K
|
12.5K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
648+ 1.79% |
$33.2K - $38.4K
|
36.8K
$2.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
582+ 38.72% |
$29.8K - $34.5K
|
2.09K
$168K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
580+ 1.44% |
$29.7K - $34.4K
|
40.9K
$3.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
568+ 2.62% |
$29.1K - $33.7K
|
22.3K
$1.79M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
515+ 2.26% |
$26.4K - $30.6K
|
23.3K
$1.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
446+ 52.47% |
$22.9K - $26.5K
|
1.3K
$104K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
398+ 19.45% |
$20.4K - $23.6K
|
2.44K
$197K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
392+ 17.04% |
$20.1K - $23.3K
|
2.69K
$217K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
373+ 9.55% |
$19.1K - $22.1K
|
4.28K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
339New |
$17.4K - $20.1K
|
339
$27.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
300+ 1.54% |
$15.4K - $17.8K
|
19.8K
$1.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
274New |
$14K - $16.3K
|
274
$22.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
210+ 0.47% |
$10.8K - $12.5K
|
45.1K
$3.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
159+ 5.15% |
$8.15K - $9.43K
|
3.25K
$262K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
145+ 5.41% |
$7.43K - $8.6K
|
2.83K
$227K
|