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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
547+ 15.33% |
$38.6K - $44.3K
|
4.12K
$340K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19- 1.34% |
$1.34K - $1.54K
|
1.4K
$115K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.45K+ 4.53% |
$314K - $361K
|
103K
$8.48M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.86K- 45.77% |
$272K - $313K
|
4.57K
$378K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
65+ 2.1% |
$4.58K - $5.27K
|
3.17K
$262K
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.33K- 14.64% |
$93.9K - $108K
|
7.77K
$642K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-884- 3.95% |
$62.3K - $71.7K
|
21.5K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
350New |
$24.7K - $28.4K
|
350
$28.9K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-11.7K- 25.73% |
$825K - $949K
|
33.8K
$2.79M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 8.11% |
$71.2K - $81.9K
|
13.5K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-465- 2.0% |
$32.8K - $37.7K
|
22.8K
$1.88M
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-192- 0.76% |
$13.5K - $15.6K
|
25.2K
$2.08M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
65New |
$4.58K - $5.27K
|
65
$5.37K
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
455+ 1.55% |
$32.1K - $36.9K
|
29.9K
$2.47M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.39K+ 11.16% |
$239K - $274K
|
33.7K
$2.79M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
319+ 7.69% |
$22.5K - $25.9K
|
4.47K
$369K
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.48KNew |
$528K - $607K
|
7.48K
$618K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
132+ 1.1% |
$9.31K - $10.7K
|
12.1K
$998K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.3K+ 23.42% |
$91.7K - $105K
|
6.86K
$567K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.41K- 23.46% |
$311K - $358K
|
14.4K
$1.19M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 2.71% |
$172K - $198K
|
92.5K
$7.65M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
142K+ 6.69% |
$10M - $11.5M
|
2.26M
$187M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
748New |
$52.7K - $60.6K
|
748
$61.8K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.28% |
$70.5 - $81.1
|
362
$29.9K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.87KNew |
$202K - $233K
|
2.87K
$237K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-10.7K- 8.66% |
$756K - $870K
|
113K
$9.35M
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 12.32% |
$280K - $322K
|
36.3K
$3M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-104- 1.26% |
$7.33K - $8.43K
|
8.15K
$674K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.08K+ 2.03% |
$217K - $249K
|
155K
$12.8M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.26K+ 5.17% |
$159K - $183K
|
45.9K
$3.79M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.5KNew |
$176K - $203K
|
2.5K
$207K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-594- 0.12% |
$41.9K - $48.2K
|
515K
$42.5M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
44New |
$3.1K - $3.57K
|
44
$3.64K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.08% |
$494 - $567
|
8.94K
$739K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
66.3KNew |
$4.67M - $5.37M
|
66.3K
$5.48M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-224- 1.6% |
$15.8K - $18.2K
|
13.8K
$1.14M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-624- 1.46% |
$44K - $50.6K
|
42.2K
$3.49M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.37KNew |
$238K - $273K
|
3.37K
$279K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$70.5 - $81.1
|
4.25K
$351K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-766- 2.05% |
$54K - $62.1K
|
36.5K
$3.02M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.26K- 4.94% |
$88.5K - $102K
|
24.1K
$1.99M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23.6K+ 88.19% |
$1.67M - $1.91M
|
50.4K
$4.16M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.52KNew |
$178K - $204K
|
2.52K
$208K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.52KNew |
$178K - $204K
|
2.52K
$208K
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-297- 9.38% |
$20.9K - $24.1K
|
2.87K
$237K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.37K+ 14.97% |
$590K - $678K
|
64.2K
$5.31M
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.87KNew |
$273K - $314K
|
3.87K
$320K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.75KNew |
$335K - $385K
|
4.75K
$393K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.62KNew |
$184K - $212K
|
2.62K
$216K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
711New |
$50.1K - $57.6K
|
711
$58.7K
|