Purchases and Sales Made in Q1 2024 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q1 2024. 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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
148K+ 38.49% |
$24.6M - $28.9M
|
531K
$104M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
83.3K+ 1.99% |
$13.9M - $16.3M
|
4.26M
$833M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
72.2K+ 690.04% |
$12M - $14.1M
|
82.7K
$16.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64K+ 7.98% |
$10.7M - $12.5M
|
866K
$169M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64K+ 7.98% |
$10.7M - $12.5M
|
866K
$169M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
57.1K+ 11645.31% |
$9.5M - $11.2M
|
57.6K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.6K+ 5.8% |
$8.09M - $9.51M
|
886K
$173M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.8K+ 5.45% |
$7.46M - $8.77M
|
866K
$169M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4K+ 222.41% |
$6.4M - $7.52M
|
55.7K
$10.9M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
32.7KNew |
$5.45M - $6.4M
|
32.7K
$6.4M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.8K+ 77.32% |
$5.13M - $6.03M
|
70.6K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.2K+ 58.03% |
$5.02M - $5.9M
|
82.2K
$16.1M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
25.3K+ 30.82% |
$4.2M - $4.94M
|
107K
$20.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
23.1K+ 41.48% |
$3.85M - $4.53M
|
78.9K
$15.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 25.24% |
$3.13M - $3.67M
|
93.2K
$18.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.7K+ 7.25% |
$2.95M - $3.47M
|
262K
$51.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 2.73% |
$2.68M - $3.15M
|
607K
$119M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.9K+ 123.47% |
$2.48M - $2.92M
|
27K
$5.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14KNew |
$2.33M - $2.74M
|
14K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
13.8K+ 5.56% |
$2.3M - $2.71M
|
263K
$51.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.7K+ 4.8% |
$2.11M - $2.48M
|
277K
$54.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.8K+ 126.15% |
$1.97M - $2.32M
|
21.2K
$4.15M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 11.44% |
$1.83M - $2.15M
|
107K
$21M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$1.82M - $2.13M
|
10.9K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.3KNew |
$1.71M - $2.01M
|
10.3K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
9.99K+ 18.71% |
$1.66M - $1.95M
|
63.4K
$12.4M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.44KNew |
$1.57M - $1.85M
|
9.44K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.33K+ 111.79% |
$1.55M - $1.83M
|
17.7K
$3.45M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.96K+ 39.68% |
$1.49M - $1.75M
|
31.5K
$6.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.9KNew |
$1.48M - $1.74M
|
8.9K
$1.74M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.7KNew |
$1.45M - $1.7M
|
8.7K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.92K+ 116.97% |
$1.32M - $1.55M
|
14.7K
$2.87M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7.48K+ 192.27% |
$1.25M - $1.46M
|
11.4K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.38K+ 12.05% |
$1.23M - $1.44M
|
68.7K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.27KNew |
$1.21M - $1.42M
|
7.27K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.98KNew |
$1.16M - $1.36M
|
6.98K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.3K+ 6.65% |
$1.05M - $1.23M
|
101K
$19.8M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.74KNew |
$956K - $1.12M
|
5.74K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.54K+ 233.45% |
$922K - $1.08M
|
7.91K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.4KNew |
$899K - $1.06M
|
5.4K
$1.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
5.14KNew |
$855K - $1.01M
|
5.14K
$1M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.1K+ 26.12% |
$850K - $998K
|
24.6K
$4.82M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.85K+ 51.28% |
$808K - $949K
|
14.3K
$2.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.46K+ 21.47% |
$743K - $873K
|
25.2K
$4.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.07K+ 4.45% |
$678K - $797K
|
95.5K
$18.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.01KNew |
$667K - $784K
|
4.01K
$783K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.88K+ 5.21% |
$646K - $759K
|
78.4K
$15.3M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.83KNew |
$637K - $749K
|
3.83K
$748K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.78K+ 6.5% |
$629K - $739K
|
61.9K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.66KNew |
$609K - $715K
|
3.66K
$714K
|