Purchases and Sales Made in Q3 2023 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-364- 2.16% |
$20.3K - $21.9K
|
16.5K
$1.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-364- 5.56% |
$20.3K - $21.9K
|
6.18K
$499K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-399- 7.84% |
$22.2K - $24K
|
4.69K
$378K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-539- 1.22% |
$30K - $32.4K
|
43.6K
$3.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-544- 5.88% |
$30.3K - $32.7K
|
8.71K
$703K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-612- 1.86% |
$34.1K - $36.8K
|
32.2K
$2.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-620- 9.89% |
$34.5K - $37.3K
|
5.65K
$456K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-623- 1.52% |
$34.7K - $37.5K
|
40.3K
$3.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-658- 1.35% |
$36.6K - $39.6K
|
48.1K
$3.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-687- 28.11% |
$38.2K - $41.3K
|
1.76K
$142K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-777- 12.22% |
$43.2K - $46.7K
|
5.58K
$450K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-787- 12.35% |
$43.8K - $47.3K
|
5.59K
$451K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-803- 7.8% |
$44.7K - $48.3K
|
9.49K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-864- 2.58% |
$48.1K - $52K
|
32.6K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-920- 32.57% |
$51.2K - $55.3K
|
1.91K
$154K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-955- 24.05% |
$53.2K - $57.4K
|
3.02K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.13K- 2.2% |
$63.1K - $68.1K
|
50.3K
$4.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.49K- 6.14% |
$82.9K - $89.6K
|
22.8K
$1.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.5K- 38.31% |
$83.5K - $90.2K
|
2.42K
$195K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.52K- 6.56% |
$84.4K - $91.2K
|
21.6K
$1.74M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.69K- 0.62% |
$94.2K - $102K
|
273K
$22M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.8K- 3.31% |
$100K - $108K
|
52.7K
$4.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.89K- 28.45% |
$105K - $114K
|
4.76K
$384K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 3.8% |
$118K - $127K
|
53.6K
$4.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.22K- 5.92% |
$124K - $134K
|
35.4K
$2.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.48K- 46.48% |
$138K - $149K
|
2.86K
$230K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-2.92K- 12.11% |
$163K - $176K
|
21.2K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.32K- 20.16% |
$185K - $200K
|
13.2K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.03K- 32.29% |
$224K - $242K
|
8.45K
$681K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.51K- 13.64% |
$251K - $271K
|
28.5K
$2.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-5.2K- 7.06% |
$289K - $313K
|
68.4K
$5.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.3K- 4.82% |
$295K - $319K
|
105K
$8.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.34K- 21.95% |
$297K - $321K
|
19K
$1.53M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.13K- 33.9% |
$397K - $429K
|
13.9K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.56K- 11.56% |
$421K - $455K
|
57.8K
$4.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.77K- 24.21% |
$544K - $588K
|
30.6K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12K- 16.32% |
$665K - $719K
|
61.3K
$4.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-18.8K- 16.66% |
$1.04M - $1.13M
|
93.8K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-23K- 80.86% |
$1.28M - $1.38M
|
5.44K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.7K- 1.29% |
$1.32M - $1.43M
|
1.81M
$146M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.6K- 44.92% |
$1.48M - $1.6M
|
32.6K
$2.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.1K- 1.43% |
$1.73M - $1.87M
|
2.14M
$173M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-34K- 46.93% |
$1.89M - $2.05M
|
38.5K
$3.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-35.4K- 4.04% |
$1.97M - $2.13M
|
841K
$67.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-45.9K- 26.9% |
$2.55M - $2.76M
|
125K
$10.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-90.9K- 35.3% |
$5.06M - $5.47M
|
167K
$13.4M
|