Purchases and Sales Made in Q3 2023 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-205- 5.42% |
$28.9K - $32.2K
|
3.58K
$700K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-206- 2.42% |
$29.1K - $32.4K
|
8.29K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-212- 59.72% |
$29.9K - $33.3K
|
143
$27.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-231- 0.97% |
$32.6K - $36.3K
|
23.5K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-231- 6.97% |
$32.6K - $36.3K
|
3.08K
$602K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-250- 39.37% |
$35.3K - $39.3K
|
385
$75.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-294- 11.67% |
$41.5K - $46.2K
|
2.23K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-295- 12.79% |
$41.6K - $46.4K
|
2.01K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-319- 3.7% |
$45K - $50.2K
|
8.3K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-329- 0.82% |
$46.4K - $51.8K
|
39.6K
$7.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-340- 2.51% |
$48K - $53.5K
|
13.2K
$2.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-345- 2.02% |
$48.7K - $54.3K
|
16.8K
$3.28M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-355- 6.49% |
$50.1K - $55.8K
|
5.11K
$999K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-372- 1.6% |
$52.5K - $58.5K
|
22.9K
$4.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-449- 0.5% |
$63.3K - $70.6K
|
88.7K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-482- 7.51% |
$68K - $75.8K
|
5.93K
$1.16M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 51.28% |
$70.5K - $78.7K
|
475
$92.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-520- 3.67% |
$73.3K - $81.8K
|
13.7K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-548- 19.25% |
$77.3K - $86.2K
|
2.3K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-575- 20.09% |
$81.1K - $90.5K
|
2.29K
$447K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-616- 0.28% |
$86.9K - $96.9K
|
219K
$42.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-672- 1.43% |
$94.8K - $106K
|
46.5K
$9.08M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-678- 14.88% |
$95.6K - $107K
|
3.88K
$758K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-801- 28.13% |
$113K - $126K
|
2.05K
$400K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-851- 2.71% |
$120K - $134K
|
30.6K
$5.97M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-868- 12.13% |
$122K - $137K
|
6.29K
$1.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-959- 41.52% |
$135K - $151K
|
1.35K
$264K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.01K- 12.25% |
$142K - $158K
|
7.2K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.15K- 1.8% |
$162K - $181K
|
62.6K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.18K- 45.04% |
$166K - $186K
|
1.44K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.22K- 0.23% |
$172K - $191K
|
536K
$105M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 22.51% |
$175K - $195K
|
4.27K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.24K- 22.38% |
$175K - $195K
|
4.3K
$840K
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.39K- 4.72% |
$196K - $219K
|
28.1K
$5.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.56K- 39.1% |
$219K - $245K
|
2.42K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.71K- 12.17% |
$241K - $268K
|
12.3K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.83K- 9.94% |
$258K - $288K
|
16.6K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.87K- 78.08% |
$264K - $294K
|
525
$103K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.87K- 3.03% |
$264K - $295K
|
60K
$11.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.94K- 21.82% |
$273K - $305K
|
6.95K
$1.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.21K- 5.11% |
$312K - $348K
|
41.1K
$8.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.29K- 55.46% |
$322K - $359K
|
1.84K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.6K- 50.08% |
$367K - $410K
|
2.6K
$507K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.72K- 5.2% |
$383K - $428K
|
49.6K
$9.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.25K- 25.36% |
$458K - $511K
|
9.56K
$1.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-3.47K- 2.78% |
$489K - $546K
|
122K
$23.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7K- 16.61% |
$987K - $1.1M
|
35.1K
$6.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.89K- 45.67% |
$1.4M - $1.56M
|
11.8K
$2.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-10.7K- 8.25% |
$1.51M - $1.68M
|
119K
$23.2M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.5K- 83.4% |
$1.63M - $1.82M
|
2.3K
$449K
|