Purchases and Sales Made in Q1 2023 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST NASDAQ 100 TECHNOL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
133K+ 228.29% |
$13.8M - $17.3M
|
191K
$36.7M
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
58.1K+ 35.5% |
$6.02M - $7.59M
|
222K
$42.6M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
45.6KNew |
$4.72M - $5.95M
|
45.6K
$8.75M
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
33.4KNew |
$3.45M - $4.35M
|
33.4K
$6.41M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 20.52% |
$3.12M - $3.94M
|
177K
$34M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
20.8KNew |
$2.15M - $2.71M
|
20.8K
$3.99M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 6.95% |
$1.43M - $1.81M
|
213K
$40.9M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3K+ 175.42% |
$1.07M - $1.35M
|
16.2K
$3.12M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
8.9K+ 4.29% |
$921K - $1.16M
|
216K
$41.5M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.7K+ 13.67% |
$901K - $1.13M
|
72.3K
$13.9M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.41K+ 140.58% |
$664K - $836K
|
11K
$2.11M
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
6.05KNew |
$626K - $789K
|
6.05K
$1.16M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6KNew |
$621K - $782K
|
6K
$1.15M
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.87KNew |
$608K - $766K
|
5.87K
$1.13M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
5.09KNew |
$527K - $665K
|
5.09K
$978K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.42KNew |
$458K - $577K
|
4.42K
$849K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.25K+ 4.35% |
$440K - $555K
|
102K
$19.6M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.24K+ 42.99% |
$439K - $553K
|
14.1K
$2.71M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.16K+ 26.2% |
$431K - $543K
|
20K
$3.85M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.69K+ 33.47% |
$382K - $481K
|
14.7K
$2.82M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.66K+ 103.16% |
$379K - $478K
|
7.21K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.46KNew |
$358K - $451K
|
3.46K
$664K
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.45K+ 5.59% |
$357K - $450K
|
65.2K
$12.5M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.3KNew |
$342K - $430K
|
3.3K
$633K
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.98KNew |
$308K - $388K
|
2.98K
$571K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.73K+ 207.3% |
$282K - $356K
|
4.04K
$776K
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.62KNew |
$271K - $342K
|
2.62K
$503K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.51K+ 5.28% |
$260K - $328K
|
50.2K
$9.63M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.39K+ 99.5% |
$247K - $311K
|
4.78K
$918K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.06KNew |
$214K - $269K
|
2.06K
$396K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.91KNew |
$198K - $249K
|
1.91K
$367K
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.87KNew |
$194K - $245K
|
1.87K
$360K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.84KNew |
$190K - $240K
|
1.84K
$353K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.83KNew |
$190K - $239K
|
1.83K
$352K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.79KNew |
$185K - $233K
|
1.79K
$343K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.75KNew |
$181K - $228K
|
1.75K
$336K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.62K+ 7.96% |
$167K - $211K
|
21.9K
$4.21M
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.6KNew |
$165K - $208K
|
1.6K
$306K
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.57K+ 8.7% |
$163K - $205K
|
19.7K
$3.78M
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.55KNew |
$161K - $203K
|
1.55K
$298K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.55KNew |
$161K - $202K
|
1.55K
$298K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.5K+ 3.16% |
$155K - $196K
|
48.9K
$9.4M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
884+ 6.77% |
$91.5K - $115K
|
13.9K
$2.68M
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
881+ 8.03% |
$91.2K - $115K
|
11.9K
$2.28M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
841New |
$87.1K - $110K
|
841
$162K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
810+ 3.9% |
$83.9K - $106K
|
21.6K
$4.14M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
807+ 1.3% |
$83.6K - $105K
|
62.9K
$12.1M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
781+ 12.18% |
$80.9K - $102K
|
7.2K
$1.38M
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
684+ 13.6% |
$70.8K - $89.3K
|
5.71K
$1.1M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
654New |
$67.7K - $85.4K
|
654
$126K
|