Purchases and Sales Made in Q2 2023 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST NASDAQ TECHNOLOGY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
561K+ 44.14% |
$28.8M - $33.3M
|
1.83M
$148M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 12.57% |
$9.64M - $11.2M
|
1.68M
$136M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
127K+ 117.26% |
$6.51M - $7.54M
|
235K
$19M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
123K+ 257.07% |
$6.29M - $7.28M
|
170K
$13.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
108K+ 71.82% |
$5.52M - $6.39M
|
258K
$20.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
106K+ 13.74% |
$5.43M - $6.28M
|
876K
$70.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.7K+ 23.3% |
$4.8M - $5.56M
|
496K
$40M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.4K+ 1468.06% |
$2.84M - $3.29M
|
59.2K
$4.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.2K+ 20.65% |
$2.67M - $3.09M
|
305K
$24.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.2K+ 10.31% |
$2.21M - $2.56M
|
462K
$37.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.6K+ 76.57% |
$2.08M - $2.41M
|
93.5K
$7.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.7K+ 2.49% |
$1.62M - $1.88M
|
1.3M
$105M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
29.4K+ 133.86% |
$1.51M - $1.74M
|
51.3K
$4.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
25.8KNew |
$1.32M - $1.53M
|
25.8K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.3KNew |
$1.25M - $1.44M
|
24.3K
$1.97M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24K+ 490.02% |
$1.23M - $1.42M
|
28.9K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.6K+ 34.42% |
$1.06M - $1.22M
|
80.5K
$6.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8K+ 144.76% |
$1.02M - $1.18M
|
33.5K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.4K+ 45.35% |
$994K - $1.15M
|
62.2K
$5.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.7K+ 8.32% |
$909K - $1.05M
|
231K
$18.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.7K+ 21.46% |
$906K - $1.05M
|
100K
$8.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.2K+ 15.33% |
$884K - $1.02M
|
130K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.8K+ 0.78% |
$864K - $999K
|
2.18M
$176M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 6.51% |
$757K - $876K
|
242K
$19.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.1KNew |
$670K - $775K
|
13.1K
$1.05M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
12.7KNew |
$652K - $755K
|
12.7K
$1.03M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
11.8K+ 4.26% |
$605K - $700K
|
289K
$23.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5K+ 35.11% |
$588K - $680K
|
44.1K
$3.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.7K+ 13.73% |
$550K - $637K
|
88.9K
$7.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.5K+ 16.63% |
$538K - $623K
|
73.6K
$5.95M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.3K+ 8.59% |
$529K - $612K
|
130K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.75KNew |
$500K - $578K
|
9.75K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.97K+ 88.57% |
$460K - $532K
|
19.1K
$1.54M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.9K+ 62.52% |
$456K - $528K
|
23.1K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.36K+ 2.77% |
$429K - $496K
|
310K
$25.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.29K+ 12.75% |
$425K - $492K
|
73.2K
$5.91M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.37K+ 10.71% |
$378K - $437K
|
76.2K
$6.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.14K+ 49.44% |
$366K - $424K
|
21.6K
$1.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7KNew |
$359K - $415K
|
7K
$565K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.97K+ 2.48% |
$357K - $413K
|
288K
$23.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.64K+ 4.18% |
$341K - $394K
|
166K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.54K+ 58.15% |
$335K - $388K
|
17.8K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
6.52KNew |
$334K - $387K
|
6.52K
$527K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.03K+ 3.65% |
$258K - $299K
|
143K
$11.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
4.83K+ 5.19% |
$247K - $286K
|
97.7K
$7.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.69KNew |
$241K - $278K
|
4.69K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.68K+ 6.8% |
$240K - $278K
|
73.5K
$5.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.57KNew |
$235K - $271K
|
4.57K
$369K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.41K+ 42.71% |
$226K - $261K
|
14.7K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.13K+ 58.47% |
$212K - $245K
|
11.2K
$903K
|