Latest Institutional Purchases of First Trust Nasdaq Technology (TDIV)
This list provides information on the latest institutional transactions involving First Trust Nasdaq Technology (TDIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.5KNew |
$176K - $203K
|
2.5K
$207K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 2.71% |
$172K - $198K
|
92.5K
$7.65M
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.36K+ 4.98% |
$166K - $191K
|
49.8K
$4.11M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.26K+ 6.47% |
$159K - $183K
|
37.1K
$3.07M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.26K+ 5.17% |
$159K - $183K
|
45.9K
$3.79M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.19K+ 6.01% |
$155K - $178K
|
38.6K
$3.19M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.11K+ 360.75% |
$149K - $171K
|
2.7K
$223K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.76K+ 11.66% |
$124K - $143K
|
16.8K
$1.39M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.76K+ 1.52% |
$124K - $142K
|
117K
$9.7M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.71K+ 2.26% |
$121K - $139K
|
77.7K
$6.42M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.42K+ 10.12% |
$100K - $115K
|
15.4K
$1.28M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.37K+ 4.11% |
$96.7K - $111K
|
34.7K
$2.87M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.3K+ 23.42% |
$91.7K - $105K
|
6.86K
$567K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.19K+ 2.72% |
$83.7K - $96.2K
|
44.8K
$3.7M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.18K+ 15.22% |
$83.3K - $95.8K
|
8.95K
$740K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15K+ 53.3% |
$80.9K - $93K
|
3.3K
$273K
|
|
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 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
797+ 1.63% |
$56.2K - $64.6K
|
49.8K
$4.12M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
789+ 4.42% |
$55.6K - $64K
|
18.6K
$1.54M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
771+ 24.31% |
$54.4K - $62.5K
|
3.94K
$326K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
748New |
$52.7K - $60.6K
|
748
$61.8K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
711New |
$50.1K - $57.6K
|
711
$58.7K
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
547+ 15.33% |
$38.6K - $44.3K
|
4.12K
$340K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
503New |
$35.5K - $40.8K
|
503
$41.6K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
472+ 6.58% |
$33.3K - $38.3K
|
7.65K
$632K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
459+ 3.1% |
$32.4K - $37.2K
|
15.3K
$1.26M
|
|
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 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
442+ 11.26% |
$31.2K - $35.8K
|
4.37K
$361K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
404+ 6.73% |
$28.5K - $32.8K
|
6.41K
$530K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
391+ 1.66% |
$27.6K - $31.7K
|
24K
$1.98M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
350New |
$24.7K - $28.4K
|
350
$28.9K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
319+ 7.69% |
$22.5K - $25.9K
|
4.47K
$369K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
300+ 7.45% |
$21.2K - $24.3K
|
4.33K
$358K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
280+ 0.38% |
$19.7K - $22.7K
|
74.6K
$6.16M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
280+ 5.12% |
$19.7K - $22.7K
|
5.75K
$475K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
211+ 3.74% |
$14.9K - $17.1K
|
5.85K
$483K
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
209New |
$14.7K - $16.9K
|
209
$17.3K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
203+ 3.93% |
$14.3K - $16.5K
|
5.37K
$444K
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
201+ 0.27% |
$14.2K - $16.3K
|
75.3K
$6.22M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
132+ 1.1% |
$9.31K - $10.7K
|
12.1K
$998K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106+ 0.15% |
$7.47K - $8.59K
|
69.2K
$5.72M
|
|
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
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
65New |
$4.58K - $5.27K
|
65
$5.37K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
52+ 0.32% |
$3.67K - $4.22K
|
16.1K
$1.33M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
44New |
$3.1K - $3.57K
|
44
$3.64K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
39+ 0.53% |
$2.75K - $3.16K
|
7.41K
$613K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36New |
$2.54K - $2.92K
|
36
$2.97K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
10+ 1.46% |
$705 - $811
|
695
$57.4K
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7+ 0.02% |
$494 - $567
|
36.4K
$3.01M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.08% |
$494 - $567
|
8.94K
$739K
|