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 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
136+ 0.7% |
$6.97K - $8.07K
|
19.7K
$1.59M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128New |
$6.56K - $7.59K
|
128
$10.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128New |
$6.56K - $7.59K
|
128
$10.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
105+ 2.1% |
$5.38K - $6.23K
|
5.1K
$410K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
93+ 1860.0% |
$4.77K - $5.52K
|
98
$7.89K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 1.71% |
$4.61K - $5.34K
|
5.34K
$430K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
89+ 1.38% |
$4.56K - $5.28K
|
6.55K
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
77+ 2.27% |
$3.95K - $4.57K
|
3.48K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59New |
$3.02K - $3.5K
|
59
$4.75K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
49+ 0.18% |
$2.51K - $2.91K
|
26.6K
$2.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
40+ 0.13% |
$2.05K - $2.37K
|
32K
$2.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
31+ 0.56% |
$1.59K - $1.84K
|
5.54K
$446K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
30+ 0.63% |
$1.54K - $1.78K
|
4.77K
$384K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.43% |
$1.28K - $1.48K
|
5.83K
$470K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
22+ 0.41% |
$1.13K - $1.31K
|
5.35K
$431K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
20+ 1.88% |
$1.03K - $1.19K
|
1.08K
$87.2K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
15+ 6.0% |
$769 - $890
|
265
$21.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 13.16% |
$769 - $890
|
129
$10.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12+ 0.2% |
$615 - $712
|
5.99K
$482K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$308 - $356
|
12.7K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6+ 0.15% |
$308 - $356
|
3.94K
$317K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.11% |
$308 - $356
|
5.45K
$439K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.31% |
$256 - $297
|
1.63K
$131K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.4% |
$256 - $297
|
1.26K
$101K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
3+ 0.07% |
$154 - $178
|
4.23K
$341K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.34% |
$103 - $119
|
596
$48K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.1% |
$103 - $119
|
2.03K
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.1% |
$51.3 - $59.3
|
92
$7.41K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$103 - $119
|
3.97K
$320K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2Closed |
$103 - $119
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-9- 0.17% |
$461 - $534
|
5.16K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-20- 0.4% |
$1.03K - $1.19K
|
5K
$403K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-27- 0.08% |
$1.38K - $1.6K
|
32.9K
$2.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-48- 8.62% |
$2.46K - $2.85K
|
509
$41K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55- 2.59% |
$2.82K - $3.26K
|
2.07K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-60- 7.17% |
$3.08K - $3.56K
|
777
$62.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-60- 7.17% |
$3.08K - $3.56K
|
777
$62.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-67- 0.11% |
$3.44K - $3.98K
|
59K
$4.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-70- 0.42% |
$3.59K - $4.15K
|
16.5K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-85- 0.07% |
$4.36K - $5.04K
|
122K
$9.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-92- 1.07% |
$4.72K - $5.46K
|
8.48K
$683K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-95- 1.41% |
$4.87K - $5.64K
|
6.66K
$536K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-99- 0.76% |
$5.08K - $5.87K
|
13K
$1.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-129- 1.15% |
$6.61K - $7.65K
|
11.1K
$890K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-150- 2.06% |
$7.69K - $8.9K
|
7.13K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-166- 2.78% |
$8.51K - $9.85K
|
5.81K
$468K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-166- 1.25% |
$8.51K - $9.85K
|
13.1K
$1.05M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-187- 2.26% |
$9.59K - $11.1K
|
8.1K
$652K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-221- 0.8% |
$11.3K - $13.1K
|
27.3K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-248- 0.96% |
$12.7K - $14.7K
|
25.5K
$2.05M
|