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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-100- 1.4% |
$5.4K - $6.44K
|
7.03K
$516K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-112- 0.15% |
$6.05K - $7.21K
|
75.9K
$5.58M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-117- 1.13% |
$6.32K - $7.53K
|
10.2K
$752K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-133- 0.13% |
$7.18K - $8.56K
|
105K
$7.68M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-134- 0.48% |
$7.23K - $8.63K
|
27.7K
$2.04M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-136- 1.62% |
$7.34K - $8.76K
|
8.27K
$608K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-163- 1.81% |
$8.8K - $10.5K
|
8.83K
$649K
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-200- 2.99% |
$10.8K - $12.9K
|
6.5K
$478K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-265- 5.03% |
$14.3K - $17.1K
|
5K
$368K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-281- 1.27% |
$15.2K - $18.1K
|
21.9K
$1.61M
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-282- 1.71% |
$15.2K - $18.2K
|
16.2K
$1.19M
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-315- 0.98% |
$17K - $20.3K
|
31.9K
$2.35M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-355- 2.11% |
$19.2K - $22.9K
|
16.5K
$1.21M
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-356- 11.8% |
$19.2K - $22.9K
|
2.66K
$196K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-359- 18.85% |
$19.4K - $23.1K
|
1.55K
$114K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-408- 1.88% |
$22K - $26.3K
|
21.3K
$1.57M
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-420- 9.09% |
$22.7K - $27K
|
4.2K
$309K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-447- 11.87% |
$24.1K - $28.8K
|
3.32K
$244K
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-470- 1.51% |
$25.4K - $30.3K
|
30.6K
$2.25M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-490- 17.14% |
$26.5K - $31.6K
|
2.37K
$174K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-493- 1.1% |
$26.6K - $31.7K
|
44.4K
$3.26M
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-536- 1.37% |
$28.9K - $34.5K
|
38.6K
$2.84M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-592- 0.97% |
$32K - $38.1K
|
60.3K
$4.43M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-600- 3.59% |
$32.4K - $38.6K
|
16.1K
$1.19M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-617- 1.5% |
$33.3K - $39.7K
|
40.7K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-797- 4.19% |
$43K - $51.3K
|
18.2K
$1.34M
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-826- 6.12% |
$44.6K - $53.2K
|
12.7K
$931K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-852- 3.74% |
$46K - $54.9K
|
21.9K
$1.61M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-878- 12.56% |
$47.4K - $56.5K
|
6.11K
$449K
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-963- 8.66% |
$52K - $62K
|
10.2K
$747K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-965- 17.74% |
$52.1K - $62.1K
|
4.47K
$329K
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-978- 4.32% |
$52.8K - $63K
|
21.7K
$1.59M
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.03K- 7.96% |
$55.7K - $66.4K
|
11.9K
$876K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 1.7% |
$56.9K - $67.8K
|
60.8K
$4.47M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.08K- 3.73% |
$58.3K - $69.5K
|
27.9K
$2.05M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08K- 5.69% |
$58.4K - $69.7K
|
17.9K
$1.32M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.1K- 2.93% |
$59.6K - $71K
|
36.5K
$2.68M
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.18K- 2.63% |
$63.5K - $75.8K
|
43.6K
$3.2M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.28K- 32.32% |
$69.1K - $82.4K
|
2.68K
$197K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.37K- 22.61% |
$73.8K - $88K
|
4.68K
$344K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.41K- 3.99% |
$76.2K - $90.9K
|
34K
$2.5M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.48K- 32.74% |
$79.8K - $95.2K
|
3.04K
$223K
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.65K- 32.37% |
$89.1K - $106K
|
3.45K
$253K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.74K- 8.04% |
$93.9K - $112K
|
19.9K
$1.46M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2K- 95.24% |
$108K - $129K
|
100
$7.35K
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-2.18K- 40.86% |
$118K - $140K
|
3.15K
$232K
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.19K- 4.25% |
$118K - $141K
|
49.4K
$3.63M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.25K- 35.77% |
$122K - $145K
|
4.04K
$297K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.28K- 3.93% |
$123K - $146K
|
55.6K
$4.08M
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 4.32% |
$125K - $149K
|
51.3K
$3.77M
|