Latest Institutional Transactions on First Trust Nasdaq 100 Technol (QTEC)
This table provides information on the latest institutional transactions involving First Trust Nasdaq 100 Technol (QTEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.47KNew |
$603K - $691K
|
3.47K
$605K
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-200- 8.7% |
$34.8K - $39.9K
|
2.1K
$366K
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.71K- 59.63% |
$820K - $940K
|
3.19K
$557K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
244New |
$42.4K - $48.7K
|
244
$42.6K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-381- 4.28% |
$66.3K - $76K
|
8.51K
$1.49M
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.78KNew |
$1.01M - $1.15M
|
5.78K
$1.01M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-790- 23.52% |
$137K - $158K
|
2.57K
$448K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.28K+ 31.99% |
$223K - $256K
|
5.29K
$923K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
298New |
$51.8K - $59.4K
|
298
$52K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-63- 5.59% |
$11K - $12.6K
|
1.07K
$186K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.07KNew |
$185K - $212K
|
1.07K
$186K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
134New |
$23.3K - $26.7K
|
134
$23.4K
|
|
Q1 2024 | |||||||
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-103- 33.23% |
$17.1K - $20.2K
|
207
$36.1K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.3KNew |
$1.71M - $2.01M
|
10.3K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
702New |
$117K - $137K
|
702
$123K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9+ 0.08% |
$1.5K - $1.76K
|
11.4K
$2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.9K+ 123.47% |
$2.48M - $2.92M
|
27K
$4.71M
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150New |
$25K - $29.3K
|
150
$26.2K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-390- 22.94% |
$64.9K - $76.3K
|
1.31K
$229K
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.21KNew |
$201K - $237K
|
1.21K
$211K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-47- 0.78% |
$7.83K - $9.2K
|
5.99K
$1.04M
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.25KNew |
$208K - $244K
|
1.25K
$218K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
47New |
$7.83K - $9.2K
|
47
$8.2K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.66KNew |
$609K - $715K
|
3.66K
$638K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-140- 17.05% |
$23.3K - $27.4K
|
681
$119K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
26New |
$4.33K - $5.09K
|
26
$4.54K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.31K+ 37.84% |
$218K - $256K
|
4.77K
$832K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-72.6K- 43.87% |
$12.1M - $14.2M
|
92.9K
$16.2M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-170- 50.0% |
$28.3K - $33.3K
|
170
$29.7K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$6.66K - $7.83K
|
40
$6.98K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
19New |
$3.16K - $3.72K
|
19
$3.32K
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.98KNew |
$1.16M - $1.36M
|
6.98K
$1.22M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-65Closed |
$10.8K - $12.7K
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5- 45.45% |
$833 - $978
|
6
$1.05K
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-491- 23.74% |
$81.8K - $96.1K
|
1.58K
$275K
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
5.14KNew |
$855K - $1.01M
|
5.14K
$897K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-200- 25.0% |
$33.3K - $39.1K
|
600
$105K
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
311New |
$51.8K - $60.9K
|
311
$54.3K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-145- 48.33% |
$24.1K - $28.4K
|
155
$27.1K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
92New |
$15.3K - $18K
|
92
$16.1K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$1.82M - $2.13M
|
10.9K
$1.9M
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-55- 15.71% |
$9.16K - $10.8K
|
295
$51.5K
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-31- 2.57% |
$5.16K - $6.07K
|
1.17K
$205K
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-10- 2.36% |
$1.67K - $1.96K
|
414
$72.3K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$27.6K - $35.4K
|
200
$34.9K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-48- 3.27% |
$6.61K - $8.49K
|
1.42K
$247K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
400New |
$55.1K - $70.8K
|
400
$69.8K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-50- 2.41% |
$6.89K - $8.85K
|
2.03K
$354K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
21New |
$2.89K - $3.72K
|
21
$3.66K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.15KNew |
$295K - $380K
|
2.15K
$374K
|