Purchases and Sales Made in Q4 2023 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.4K+ 34.25% |
$238K - $283K
|
17.3K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 14.57% |
$224K - $268K
|
32.7K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.07KNew |
$220K - $262K
|
4.07K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.93KNew |
$212K - $253K
|
3.93K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.93K+ 9.48% |
$212K - $253K
|
45.4K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.63K+ 1.1% |
$196K - $234K
|
333K
$24.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.59KNew |
$194K - $231K
|
3.59K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.58K+ 47.74% |
$193K - $231K
|
11.1K
$815K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.34KNew |
$180K - $215K
|
3.34K
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.23KNew |
$174K - $208K
|
3.23K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.16K+ 10.88% |
$171K - $203K
|
32.2K
$2.36M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.11K+ 76.43% |
$168K - $200K
|
7.18K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.09K+ 11.45% |
$167K - $199K
|
30K
$2.21M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.02K+ 2.3% |
$163K - $195K
|
134K
$9.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.98K+ 7.3% |
$161K - $192K
|
43.8K
$3.22M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.94KNew |
$159K - $189K
|
2.94K
$216K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
2.44K+ 2.47% |
$132K - $157K
|
101K
$7.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.43K+ 62.53% |
$131K - $156K
|
6.31K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.29K+ 10.12% |
$123K - $147K
|
24.9K
$1.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 10.72% |
$110K - $131K
|
21.1K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.94K+ 9.65% |
$105K - $125K
|
22K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.73K+ 13.14% |
$93.4K - $111K
|
14.9K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.58K+ 53.75% |
$85.2K - $102K
|
4.51K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.57K+ 12.86% |
$84.8K - $101K
|
13.8K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53K+ 4.7% |
$82.8K - $98.8K
|
34.2K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.43KNew |
$77.2K - $92.1K
|
1.43K
$105K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.31K+ 14.81% |
$70.8K - $84.4K
|
10.2K
$747K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.3K+ 8.82% |
$70.4K - $84K
|
16.1K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.2K+ 23.2% |
$64.6K - $77K
|
6.35K
$467K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.15KNew |
$62.3K - $74.2K
|
1.15K
$84.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.09K+ 0.87% |
$58.7K - $70K
|
126K
$9.24M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.06KNew |
$57.3K - $68.4K
|
1.06K
$78.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.05K+ 1.92% |
$56.7K - $67.7K
|
55.8K
$4.1M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 17.27% |
$55.7K - $66.4K
|
7K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.03K+ 5.25% |
$55.4K - $66.1K
|
20.6K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1K+ 1.46% |
$54K - $64.4K
|
69.4K
$5.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
993+ 4.56% |
$53.6K - $63.9K
|
22.8K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
938+ 1.95% |
$50.6K - $60.4K
|
49.1K
$3.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
883+ 0.55% |
$47.7K - $56.9K
|
163K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
861New |
$46.5K - $55.4K
|
861
$63.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
746+ 4.53% |
$40.3K - $48K
|
17.2K
$1.27M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
665+ 443.33% |
$35.9K - $42.8K
|
815
$59.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
639+ 8.52% |
$34.5K - $41.1K
|
8.14K
$598K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
627+ 3.0% |
$33.9K - $40.4K
|
21.5K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
$32.4K - $38.6K
|
600
$44.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
504+ 19.66% |
$27.2K - $32.5K
|
3.07K
$225K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
479+ 5.67% |
$25.9K - $30.8K
|
8.93K
$656K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
428+ 8.99% |
$23.1K - $27.6K
|
5.19K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
360+ 1.66% |
$19.4K - $23.2K
|
22K
$1.62M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
356New |
$19.2K - $22.9K
|
356
$26.2K
|