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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
754+ 4.22% |
$49.2K - $58.7K
|
18.6K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.32K- 3.17% |
$216K - $258K
|
101K
$8.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.87KNew |
$187K - $223K
|
2.87K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-390- 90.49% |
$25.4K - $30.3K
|
41
$3.31K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
980+ 1.42% |
$63.9K - $76.2K
|
70K
$5.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.8KNew |
$574K - $685K
|
8.8K
$711K
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.7KNew |
$241K - $288K
|
3.7K
$299K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.05K- 47.31% |
$134K - $160K
|
2.29K
$185K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$326 - $389
|
30.5K
$2.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
77New |
$5.02K - $5.99K
|
77
$6.22K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.33KNew |
$543K - $648K
|
8.33K
$673K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 60.07% |
$87.7K - $105K
|
894
$72.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
450+ 16.72% |
$29.3K - $35K
|
3.14K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
433New |
$28.2K - $33.7K
|
433
$35K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-302- 6.15% |
$19.7K - $23.5K
|
4.61K
$372K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
616New |
$40.2K - $47.9K
|
616
$49.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
264+ 138.95% |
$17.2K - $20.5K
|
454
$36.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.73KNew |
$178K - $212K
|
2.73K
$220K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
814+ 3.19% |
$53.1K - $63.3K
|
26.3K
$2.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19K+ 19.4% |
$77.6K - $92.6K
|
7.32K
$591K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-24- 82.76% |
$1.57K - $1.87K
|
5
$404
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-7.75K- 4.42% |
$506K - $603K
|
168K
$13.6M
|
|
| Q1 2024 | |||||||
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-37- 1.08% |
$2.29K - $2.62K
|
3.38K
$273K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 0.84% |
$124 - $142
|
240
$19.4K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.9K- 42.42% |
$925K - $1.06M
|
20.3K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-576- 0.81% |
$35.6K - $40.9K
|
70.6K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.28% |
$186 - $213
|
1.07K
$86K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7K+ 43.48% |
$1.09M - $1.25M
|
58.3K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
283K+ 646.13% |
$17.5M - $20.1M
|
327K
$26.4M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200New |
$12.4K - $14.2K
|
200
$16.2K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.04KNew |
$188K - $216K
|
3.04K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.26KNew |
$201K - $231K
|
3.26K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38New |
$2.35K - $2.7K
|
38
$3.07K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 2.07% |
$1.98K - $2.27K
|
1.51K
$122K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71New |
$4.39K - $5.04K
|
71
$5.73K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.28K- 47.22% |
$389K - $445K
|
7.02K
$567K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5KNew |
$309K - $355K
|
5K
$404K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
219+ 120.33% |
$13.6K - $15.5K
|
401
$32.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$743 - $851
|
12
$969
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2New |
$124 - $142
|
2
$162
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-800- 50.0% |
$49.5K - $56.7K
|
800
$64.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
140+ 1.94% |
$8.66K - $9.93K
|
7.35K
$594K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3KNew |
$186K - $213K
|
3K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.88KNew |
$302K - $346K
|
4.88K
$394K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
665+ 443.33% |
$35.9K - $42.8K
|
815
$65.8K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.3KNew |
$1.91M - $2.28M
|
35.3K
$2.85M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.48K- 32.74% |
$79.8K - $95.2K
|
3.04K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53New |
$2.86K - $3.41K
|
53
$4.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
$32.4K - $38.6K
|
600
$48.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-420- 9.09% |
$22.7K - $27K
|
4.2K
$339K
|
|