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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
292+ 5.11% |
$22.8K - $24K
|
6.01K
$441K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
749+ 12.09% |
$58.4K - $61.5K
|
6.94K
$510K
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-383- 7.4% |
$29.9K - $31.5K
|
4.79K
$352K
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$780 - $821
|
4.18K
$307K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
650+ 12.38% |
$50.7K - $53.4K
|
5.9K
$433K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.62K+ 4.46% |
$127K - $133K
|
38K
$2.79M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.3K+ 106.25% |
$1.12M - $1.17M
|
27.8K
$2.04M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
708+ 20.71% |
$55.2K - $58.1K
|
4.13K
$303K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.44K+ 3.87% |
$346K - $364K
|
119K
$8.74M
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 2.73% |
$92.8K - $97.7K
|
42.4K
$3.11M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.64K- 8.4% |
$206K - $217K
|
28.8K
$2.11M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 7.67% |
$925K - $974K
|
166K
$12.2M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
323+ 8.13% |
$25.2K - $26.5K
|
4.3K
$315K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
258+ 100.78% |
$20.1K - $21.2K
|
514
$37.7K
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
1.56K+ 1.58% |
$122K - $128K
|
100K
$7.35M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
489+ 5.98% |
$38.2K - $40.2K
|
8.66K
$636K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-400- 0.67% |
$31.2K - $32.9K
|
58.9K
$4.32M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.47% |
$78 - $82.1
|
216
$15.9K
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-543- 4.95% |
$42.4K - $44.6K
|
10.4K
$765K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
224+ 6.96% |
$17.5K - $18.4K
|
3.44K
$253K
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-489- 1.62% |
$38.2K - $40.2K
|
29.6K
$2.17M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-285- 4.11% |
$22.2K - $23.4K
|
6.65K
$488K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.64KNew |
$440K - $463K
|
5.64K
$414K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
602+ 3.29% |
$47K - $49.4K
|
18.9K
$1.39M
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-269- 0.85% |
$21K - $22.1K
|
31.5K
$2.31M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-569- 12.83% |
$44.4K - $46.7K
|
3.87K
$284K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.99K- 49.04% |
$389K - $409K
|
5.18K
$380K
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
16+ 0.26% |
$1.25K - $1.31K
|
6.07K
$445K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
13+ 0.03% |
$1.01K - $1.07K
|
47.4K
$3.48M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24.4K+ 114.62% |
$1.9M - $2M
|
45.6K
$3.35M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.75K- 13.89% |
$215K - $226K
|
17.1K
$1.25M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 0.14% |
$858 - $903
|
8.01K
$588K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$78 - $82.1
|
2.22K
$163K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
616+ 84.38% |
$48.1K - $50.6K
|
1.35K
$98.8K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-165- 1.37% |
$12.9K - $13.6K
|
11.9K
$874K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6+ 0.12% |
$468 - $493
|
4.94K
$362K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
600New |
$46.8K - $49.3K
|
600
$44K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17.2K+ 9.59% |
$1.34M - $1.41M
|
196K
$14.4M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.86KNew |
$223K - $235K
|
2.86K
$210K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.55% |
$936 - $986
|
2.2K
$161K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.26K- 82.54% |
$442K - $508K
|
1.33K
$97.2K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.4K+ 102.17% |
$2.07M - $2.38M
|
58.1K
$4.26M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-911- 37.11% |
$64.2K - $73.9K
|
1.54K
$113K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-20- 10.0% |
$1.41K - $1.62K
|
180
$13.2K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.9K- 31.15% |
$134K - $154K
|
4.2K
$308K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-549- 21.58% |
$38.7K - $44.5K
|
2K
$146K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.25% |
$70.5 - $81.1
|
400
$29.4K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.27KNew |
$583K - $670K
|
8.27K
$607K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.3KNew |
$233K - $268K
|
3.3K
$242K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
65New |
$4.58K - $5.27K
|
65
$4.77K
|