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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-164- 2.3% |
$27.3K - $32.1K
|
6.97K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-170- 50.0% |
$28.3K - $33.3K
|
170
$33.2K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-184- 2.91% |
$30.6K - $36K
|
6.14K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-201- 4.44% |
$33.5K - $39.3K
|
4.33K
$846K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-218- 8.72% |
$36.3K - $42.7K
|
2.28K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-226- 6.73% |
$37.6K - $44.2K
|
3.13K
$612K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-233- 3.8% |
$38.8K - $45.6K
|
5.91K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-248- 2.99% |
$41.3K - $48.5K
|
8.05K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-250- 5.01% |
$41.6K - $48.9K
|
4.74K
$927K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-254- 20.14% |
$42.3K - $49.7K
|
1.01K
$197K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-267- 17.78% |
$44.5K - $52.2K
|
1.24K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-290- 9.98% |
$48.3K - $56.7K
|
2.62K
$511K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-321- 7.28% |
$53.4K - $62.8K
|
4.09K
$799K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-381- 98.96% |
$63.4K - $74.5K
|
4
$782
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-390- 22.94% |
$64.9K - $76.3K
|
1.31K
$256K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-392- 3.36% |
$65.3K - $76.7K
|
11.3K
$2.21M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-394- 11.9% |
$65.6K - $77.1K
|
2.92K
$570K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-396- 6.94% |
$65.9K - $77.5K
|
5.31K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-450- 12.88% |
$74.9K - $88K
|
3.05K
$595K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-491- 23.74% |
$81.8K - $96.1K
|
1.58K
$308K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-495- 12.84% |
$82.4K - $96.9K
|
3.36K
$656K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-514- 11.7% |
$85.6K - $101K
|
3.88K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-522- 2.49% |
$86.9K - $102K
|
20.5K
$4M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-650- 11.14% |
$108K - $127K
|
5.19K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-665- 2.83% |
$111K - $130K
|
22.8K
$4.46M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-737- 0.66% |
$123K - $144K
|
110K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-806- 39.18% |
$134K - $158K
|
1.25K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-894- 0.72% |
$149K - $175K
|
123K
$24M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-949- 0.34% |
$158K - $186K
|
277K
$54.1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-975- 8.55% |
$162K - $191K
|
10.4K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 41.33% |
$187K - $220K
|
1.59K
$312K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 22.34% |
$187K - $220K
|
3.91K
$764K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.14K- 0.72% |
$189K - $222K
|
157K
$30.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.5K- 5.45% |
$250K - $293K
|
26K
$5.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.85K- 3.01% |
$308K - $362K
|
59.6K
$11.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.89K- 24.38% |
$314K - $369K
|
5.85K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.14K- 5.68% |
$356K - $418K
|
35.5K
$6.93M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 32.26% |
$430K - $506K
|
5.43K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.66K- 3.52% |
$442K - $519K
|
72.8K
$14.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.77K- 2.53% |
$460K - $541K
|
106K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.85K- 4.9% |
$475K - $558K
|
55.4K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.82K- 3.04% |
$637K - $748K
|
122K
$23.8M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.29K- 23.04% |
$715K - $840K
|
14.3K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.32K- 19.99% |
$719K - $845K
|
17.3K
$3.38M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.4K- 22.4% |
$733K - $861K
|
15.3K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.72K- 98.48% |
$786K - $924K
|
73
$14.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.05K- 26.66% |
$840K - $988K
|
13.9K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.21K- 21.64% |
$867K - $1.02M
|
18.9K
$3.68M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.54K- 58.6% |
$922K - $1.08M
|
3.91K
$765K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.21K- 3.02% |
$1.03M - $1.22M
|
200K
$39M
|