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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
396New |
$30.9K - $32.5K
|
396
$38K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
350New |
$27.3K - $28.7K
|
350
$33.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
245New |
$19.1K - $20.1K
|
245
$23.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
224+ 6.96% |
$17.5K - $18.4K
|
3.44K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
200New |
$15.6K - $16.4K
|
200
$19.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$10.9K - $11.5K
|
140
$13.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$2.03K - $2.14K
|
26
$2.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
17+ 0.51% |
$1.33K - $1.4K
|
3.34K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
12New |
$936 - $986
|
12
$1.15K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 0.14% |
$858 - $903
|
8.01K
$769K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.27% |
$546 - $575
|
2.62K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.74% |
$156 - $164
|
272
$26.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$78 - $82.1
|
1
$96.1
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.47% |
$78 - $82.1
|
216
$20.7K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
47KNew |
$3.31M - $3.81M
|
47K
$4.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17.2KNew |
$1.21M - $1.4M
|
17.2K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.27KNew |
$583K - $670K
|
8.27K
$794K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.43KNew |
$453K - $521K
|
6.43K
$618K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
4.98KNew |
$351K - $403K
|
4.98K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.3KNew |
$233K - $268K
|
3.3K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.19KNew |
$225K - $259K
|
3.19K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
503New |
$35.5K - $40.8K
|
503
$48.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
350New |
$24.7K - $28.4K
|
350
$33.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
300+ 7.45% |
$21.2K - $24.3K
|
4.33K
$416K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
209New |
$14.7K - $16.9K
|
209
$20.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
65New |
$4.58K - $5.27K
|
65
$6.24K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36New |
$2.54K - $2.92K
|
36
$3.46K
|
|
|
Sep 24, 2025
Q3 2024
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
9New |
$635 - $730
|
9
$864
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.28% |
$70.5 - $81.1
|
362
$34.8K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.7KNew |
$241K - $288K
|
3.7K
$355K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.07KNew |
$200K - $238K
|
3.07K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.75KNew |
$179K - $214K
|
2.75K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19K+ 19.4% |
$77.6K - $92.6K
|
7.32K
$703K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
980+ 1.42% |
$63.9K - $76.2K
|
70K
$6.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
433New |
$28.2K - $33.7K
|
433
$41.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
135New |
$8.8K - $10.5K
|
135
$13K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
114+ 50.67% |
$7.43K - $8.87K
|
339
$32.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
77New |
$5.02K - $5.99K
|
77
$7.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
283K+ 646.13% |
$17.5M - $20.1M
|
327K
$31.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7K+ 43.48% |
$1.09M - $1.25M
|
58.3K
$5.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5KNew |
$309K - $355K
|
5K
$480K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.88KNew |
$302K - $346K
|
4.88K
$468K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.26KNew |
$201K - $231K
|
3.26K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200New |
$12.4K - $14.2K
|
200
$19.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
140+ 1.94% |
$8.66K - $9.93K
|
7.35K
$706K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38New |
$2.35K - $2.7K
|
38
$3.65K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2New |
$124 - $142
|
2
$192
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.3KNew |
$1.91M - $2.28M
|
35.3K
$3.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.23KNew |
$174K - $208K
|
3.23K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.43K+ 62.53% |
$131K - $156K
|
6.31K
$606K
|
|