Purchases and Sales Made in Q2 2023 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
118K+ 23.9% |
$14M - $17.6M
|
611K
$117M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 22.51% |
$12.6M - $15.9M
|
578K
$111M
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
89.1KNew |
$10.6M - $13.3M
|
89.1K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
85.4KNew |
$10.1M - $12.8M
|
85.4K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81.8K+ 46.17% |
$9.72M - $12.2M
|
259K
$49.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.2K+ 11.69% |
$6.68M - $8.4M
|
537K
$103M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.3K+ 927.21% |
$5.27M - $6.63M
|
49.1K
$9.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.4K+ 9.13% |
$4.92M - $6.18M
|
495K
$95M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
33.8K+ 15.65% |
$4.02M - $5.06M
|
250K
$48M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.6K+ 223.84% |
$2.92M - $3.67M
|
35.5K
$6.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
21.6KNew |
$2.57M - $3.24M
|
21.6K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
21.6K+ 105.19% |
$2.57M - $3.23M
|
42.1K
$8.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20K+ 70.8% |
$2.37M - $2.99M
|
48.2K
$9.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16K+ 128.32% |
$1.9M - $2.39M
|
28.4K
$5.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 21.14% |
$1.52M - $1.91M
|
73.2K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12K+ 6.29% |
$1.43M - $1.8M
|
203K
$39M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$1.25M - $1.58M
|
10.6K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.95K+ 20.33% |
$1.18M - $1.49M
|
58.9K
$11.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.69KNew |
$1.03M - $1.3M
|
8.69K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.67KNew |
$1.03M - $1.3M
|
8.67K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.76K+ 45.37% |
$803K - $1.01M
|
21.7K
$4.16M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23K+ 18.48% |
$740K - $931K
|
39.9K
$7.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.03KNew |
$716K - $901K
|
6.03K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6K+ 88.31% |
$714K - $897K
|
12.8K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.59KNew |
$665K - $836K
|
5.59K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.11K+ 28.18% |
$607K - $764K
|
23.2K
$4.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.61KNew |
$548K - $689K
|
4.61K
$885K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.13K+ 224.43% |
$490K - $617K
|
5.96K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.12KNew |
$490K - $616K
|
4.12K
$791K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 188.84% |
$474K - $597K
|
6.11K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.78K+ 7.53% |
$449K - $565K
|
53.9K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.66K+ 3.58% |
$434K - $546K
|
106K
$20.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.35K+ 1.45% |
$398K - $501K
|
234K
$44.9M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.2KNew |
$380K - $478K
|
3.2K
$615K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.16K+ 22.67% |
$376K - $473K
|
17.1K
$3.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.89KNew |
$343K - $432K
|
2.89K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.86KNew |
$340K - $428K
|
2.86K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.73K+ 17.35% |
$325K - $409K
|
18.5K
$3.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.62K+ 88.17% |
$312K - $392K
|
5.6K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.62KNew |
$311K - $392K
|
2.62K
$503K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.31KNew |
$274K - $345K
|
2.31K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.27KNew |
$270K - $339K
|
2.27K
$436K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.84K+ 28.91% |
$219K - $275K
|
8.21K
$1.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.82KNew |
$216K - $272K
|
1.82K
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8KNew |
$214K - $269K
|
1.8K
$346K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.59K+ 3.5% |
$189K - $238K
|
47.2K
$9.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.58KNew |
$188K - $236K
|
1.58K
$303K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.49KNew |
$177K - $223K
|
1.49K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.49KNew |
$177K - $223K
|
1.49K
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.41K+ 88.1% |
$167K - $210K
|
3K
$577K
|