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 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
124+ 0.93% |
$11.1K - $12.4K
|
13.4K
$1.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
791+ 21.42% |
$70.6K - $79.4K
|
4.48K
$431K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
152+ 4.48% |
$13.6K - $15.3K
|
3.54K
$340K
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.4K- 7.85% |
$125K - $141K
|
16.4K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
448+ 8.01% |
$40K - $44.9K
|
6.04K
$580K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-87- 2.53% |
$7.77K - $8.73K
|
3.35K
$322K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.82K- 7.06% |
$162K - $182K
|
23.9K
$2.3M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.43KNew |
$306K - $344K
|
3.43K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-53- 8.37% |
$4.73K - $5.32K
|
580
$55.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
364New |
$32.5K - $36.5K
|
364
$35K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21.1K+ 601.48% |
$1.89M - $2.12M
|
24.7K
$2.37M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-496- 7.24% |
$44.3K - $49.8K
|
6.36K
$610K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.41K- 27.51% |
$483K - $543K
|
14.2K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-64- 2.12% |
$5.71K - $6.42K
|
2.96K
$284K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-153- 43.1% |
$13.7K - $15.4K
|
202
$19.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.86K+ 4.13% |
$255K - $287K
|
72.1K
$6.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-385- 5.73% |
$34.4K - $38.6K
|
6.34K
$608K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.94K- 15.78% |
$173K - $195K
|
10.4K
$996K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
617+ 7.22% |
$55.1K - $61.9K
|
9.16K
$880K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.14K- 2.92% |
$102K - $115K
|
38K
$3.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.93K+ 10.06% |
$172K - $193K
|
21.1K
$2.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.05KNew |
$183K - $206K
|
2.05K
$197K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-274- 2.07% |
$24.5K - $27.5K
|
12.9K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
505+ 9.98% |
$45.1K - $50.7K
|
5.57K
$535K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.46KNew |
$309K - $347K
|
3.46K
$332K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-48- 11.21% |
$4.28K - $4.82K
|
380
$36.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 6.78% |
$975K - $1.1M
|
172K
$16.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.54K- 10.24% |
$137K - $154K
|
13.5K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.76K+ 33.48% |
$514K - $578K
|
23K
$2.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.32K+ 3.82% |
$118K - $133K
|
36K
$3.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
86+ 2.16% |
$7.68K - $8.63K
|
4.08K
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.5K- 10.06% |
$223K - $251K
|
22.3K
$2.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-384- 2.9% |
$34.3K - $38.5K
|
12.9K
$1.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-20- 0.43% |
$1.79K - $2.01K
|
4.61K
$443K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-118- 0.25% |
$10.5K - $11.8K
|
47.5K
$4.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
7.13KNew |
$636K - $715K
|
7.13K
$685K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.69KNew |
$240K - $270K
|
2.69K
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.33K+ 133.33% |
$119K - $134K
|
2.33K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.36K+ 6.29% |
$746K - $839K
|
141K
$13.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
109+ 0.73% |
$9.73K - $10.9K
|
15.1K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-21- 0.82% |
$1.87K - $2.11K
|
2.55K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
8+ 1.07% |
$714 - $803
|
759
$72.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.13% |
$268 - $301
|
2.37K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 0.4% |
$142K - $159K
|
397K
$38.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
636+ 0.3% |
$56.8K - $63.8K
|
210K
$20.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-10- 0.37% |
$893 - $1K
|
2.69K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$357 - $401
|
10.4K
$996K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-119- 1.06% |
$10.6K - $11.9K
|
11.1K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-665- 6.64% |
$59.4K - $66.7K
|
9.34K
$897K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
660+ 9.25% |
$58.9K - $66.2K
|
7.8K
$749K
|
|