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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
503New |
$35.5K - $40.8K
|
503
$41.6K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
404+ 6.73% |
$28.5K - $32.8K
|
6.41K
$530K
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
98KNew |
$6.91M - $7.94M
|
98K
$8.1M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.37K+ 4.11% |
$96.7K - $111K
|
34.7K
$2.87M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
14K+ 14.15% |
$986K - $1.13M
|
113K
$9.32M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.74K- 4.43% |
$334K - $384K
|
102K
$8.45M
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
47KNew |
$3.31M - $3.81M
|
47K
$3.88M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-818- 4.09% |
$57.7K - $66.3K
|
19.2K
$1.58M
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-72- 1.51% |
$5.08K - $5.84K
|
4.71K
$389K
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
4.98KNew |
$351K - $403K
|
4.98K
$411K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.71K+ 2.26% |
$121K - $139K
|
77.7K
$6.42M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
211+ 3.74% |
$14.9K - $17.1K
|
5.85K
$483K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-138- 1.67% |
$9.73K - $11.2K
|
8.11K
$670K
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-729- 9.27% |
$51.4K - $59.1K
|
7.13K
$589K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.76K+ 11.66% |
$124K - $143K
|
16.8K
$1.39M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
771+ 24.31% |
$54.4K - $62.5K
|
3.94K
$326K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.07% |
$141 - $162
|
2.75K
$228K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.71K+ 46.17% |
$685K - $787K
|
30.7K
$2.54M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
95.1K+ 71.01% |
$6.71M - $7.71M
|
229K
$18.9M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.62K+ 15.64% |
$255K - $293K
|
26.7K
$2.21M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.4K- 8.43% |
$169K - $194K
|
26K
$2.15M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.71KNew |
$191K - $220K
|
2.71K
$224K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15K+ 53.3% |
$80.9K - $93K
|
3.3K
$273K
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
201+ 0.27% |
$14.2K - $16.3K
|
75.3K
$6.22M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.48KNew |
$457K - $525K
|
6.48K
$536K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
39+ 0.53% |
$2.75K - $3.16K
|
7.41K
$613K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.26K+ 6.47% |
$159K - $183K
|
37.1K
$3.07M
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-164- 5.53% |
$11.6K - $13.3K
|
2.8K
$232K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-41- 7.58% |
$2.89K - $3.32K
|
500
$41.3K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.19K+ 6.01% |
$155K - $178K
|
38.6K
$3.19M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.19KNew |
$225K - $259K
|
3.19K
$264K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15.8KNew |
$1.11M - $1.28M
|
15.8K
$1.3M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-69- 0.21% |
$4.87K - $5.59K
|
33K
$2.72M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-191- 1.7% |
$13.5K - $15.5K
|
11.1K
$914K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.76K+ 13.03% |
$265K - $305K
|
32.6K
$2.69M
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-75- 1.32% |
$5.29K - $6.08K
|
5.62K
$465K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-16- 0.13% |
$1.13K - $1.3K
|
12.3K
$1.02M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.01K+ 22.35% |
$212K - $244K
|
16.5K
$1.36M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
91.7K+ 277.88% |
$6.47M - $7.43M
|
125K
$10.3M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-265- 1.23% |
$18.7K - $21.5K
|
21.3K
$1.76M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.86KNew |
$272K - $313K
|
3.86K
$319K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.42K+ 10.12% |
$100K - $115K
|
15.4K
$1.28M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.7K- 42.13% |
$1.67M - $1.92M
|
32.5K
$2.69M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-559- 47.21% |
$39.4K - $45.3K
|
625
$51.6K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-5.66K- 1.83% |
$399K - $459K
|
304K
$25.1M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 2.82% |
$744K - $855K
|
385K
$31.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.83K- 1.8% |
$481K - $553K
|
372K
$30.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 1.4% |
$917K - $1.05M
|
917K
$75.8M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-375- 17.19% |
$26.4K - $30.4K
|
1.81K
$149K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.76K+ 1.52% |
$124K - $142K
|
117K
$9.7M
|