Latest Institutional Transactions on First Trust Nasdaq Technology (TDIV)
This table provides information on the latest institutional transactions involving First Trust Nasdaq Technology (TDIV) 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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5+ 0.13% |
$367 - $420
|
3.99K
$293K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 2030800.0% |
$1.49M - $1.7M
|
20.3K
$1.49M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
95.9KNew |
$7.03M - $8.05M
|
95.9K
$7.03M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-112- 1.31% |
$8.22K - $9.4K
|
8.43K
$618K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
18.3KNew |
$1.35M - $1.54M
|
18.3K
$1.35M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-82.3K- 98.64% |
$6.04M - $6.91M
|
1.13K
$83.2K
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
2+ 0.07% |
$147 - $168
|
2.82K
$207K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
232New |
$17K - $19.5K
|
232
$17K
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.42K+ 96.1% |
$324K - $371K
|
9.01K
$661K
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.54K+ 15.87% |
$480K - $549K
|
47.8K
$3.51M
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
197+ 5.57% |
$14.5K - $16.5K
|
3.73K
$274K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-29- 0.42% |
$2.13K - $2.43K
|
6.81K
$500K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
325+ 3.56% |
$23.9K - $27.3K
|
9.45K
$693K
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.64KNew |
$267K - $305K
|
3.64K
$267K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.38K+ 104700.0% |
$615K - $703K
|
8.38K
$615K
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
9+ 0.04% |
$661 - $756
|
24.6K
$1.81M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.04K- 29.12% |
$150K - $171K
|
4.96K
$364K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-381- 8.32% |
$28K - $32K
|
4.2K
$308K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 13.54% |
$104K - $119K
|
11.9K
$874K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
174New |
$12.8K - $14.6K
|
174
$12.8K
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-375- 5.58% |
$27.5K - $31.5K
|
6.35K
$466K
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
922+ 17.8% |
$67.7K - $77.4K
|
6.1K
$448K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.39% |
$807 - $923
|
2.81K
$206K
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-5.56K- 1.78% |
$408K - $467K
|
307K
$22.5M
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.2K+ 7.88% |
$235K - $268K
|
43.7K
$3.21M
|
|
Q4 2024 | |||||||
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-54.6K- 60.14% |
$4.26M - $4.49M
|
36.2K
$2.66M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.29K+ 22.36% |
$569K - $599K
|
39.9K
$2.93M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.12K+ 80.36% |
$87.5K - $92.1K
|
2.52K
$185K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
528New |
$41.2K - $43.4K
|
528
$38.7K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 0.62% |
$3.9K - $4.11K
|
8.06K
$591K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.21% |
$156 - $164
|
965
$70.8K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$2.03K - $2.14K
|
26
$1.91K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.1KNew |
$320K - $337K
|
4.1K
$301K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-45- 0.5% |
$3.51K - $3.7K
|
8.91K
$654K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
430+ 10.91% |
$33.6K - $35.3K
|
4.37K
$321K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.42KNew |
$423K - $445K
|
5.42K
$398K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-152- 33.48% |
$11.9K - $12.5K
|
302
$22.2K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
307+ 10.43% |
$24K - $25.2K
|
3.25K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.04KNew |
$237K - $250K
|
3.04K
$223K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
129+ 1.74% |
$10.1K - $10.6K
|
7.54K
$554K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.96KNew |
$387K - $408K
|
4.96K
$364K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 4.49% |
$84K - $88.4K
|
25K
$1.84M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
33.5K+ 3.27% |
$2.62M - $2.75M
|
1.06M
$77.6M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.1K- 29.41% |
$1.26M - $1.32M
|
38.6K
$2.83M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-167- 1.16% |
$13K - $13.7K
|
14.2K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.14KNew |
$635K - $668K
|
8.14K
$597K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-511- 1.03% |
$39.9K - $42K
|
49.3K
$3.62M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.04K+ 12.41% |
$393K - $414K
|
45.6K
$3.35M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.72KNew |
$212K - $223K
|
2.72K
$199K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.66KNew |
$207K - $218K
|
2.66K
$195K
|