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 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-261- 2.23% |
$13.4K - $15.5K
|
11.4K
$923K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-279- 0.57% |
$14.3K - $16.6K
|
48.8K
$3.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-280- 1.14% |
$14.4K - $16.6K
|
24.2K
$1.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-297- 1.74% |
$15.2K - $17.6K
|
16.8K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-308- 78.57% |
$15.8K - $18.3K
|
84
$6.78K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-335- 4.49% |
$17.2K - $19.9K
|
7.13K
$576K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-351- 1.22% |
$18K - $20.8K
|
28.4K
$2.29M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-365- 18.31% |
$18.7K - $21.7K
|
1.63K
$131K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-401- 13.52% |
$20.6K - $23.8K
|
2.56K
$207K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-405- 1.64% |
$20.8K - $24K
|
24.2K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-420- 7.47% |
$21.5K - $24.9K
|
5.2K
$420K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-460- 19.9% |
$23.6K - $27.3K
|
1.85K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-465- 2.54% |
$23.8K - $27.6K
|
17.8K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-539- 1.12% |
$27.6K - $32K
|
47.7K
$3.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-851- 12.09% |
$43.6K - $50.5K
|
6.19K
$500K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-863- 2.25% |
$44.2K - $51.2K
|
37.6K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-949- 1.72% |
$48.7K - $56.3K
|
54.4K
$4.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.1K- 0.69% |
$56.6K - $65.4K
|
160K
$12.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 19.41% |
$62.8K - $72.7K
|
5.09K
$411K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.23K- 0.45% |
$63.2K - $73.1K
|
274K
$22.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.28K- 3.73% |
$65.6K - $75.9K
|
33K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.5K- 19.0% |
$76.6K - $88.7K
|
6.38K
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.56K- 21.34% |
$80K - $92.6K
|
5.75K
$465K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.85K- 6.54% |
$94.9K - $110K
|
26.5K
$2.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-2K- 7.64% |
$102K - $118K
|
24.1K
$1.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.14K- 24.48% |
$110K - $127K
|
6.6K
$533K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.22K- 4.74% |
$114K - $132K
|
44.6K
$3.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.28K- 19.73% |
$117K - $135K
|
9.26K
$748K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.57K- 4.5% |
$132K - $152K
|
54.5K
$4.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.78K- 2.01% |
$143K - $165K
|
135K
$10.9M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.39K- 24.78% |
$174K - $201K
|
10.3K
$831K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-3.59K- 48.94% |
$184K - $213K
|
3.75K
$303K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.71K- 6.23% |
$190K - $220K
|
55.7K
$4.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.89K- 9.38% |
$199K - $231K
|
37.6K
$3.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.14K- 9.3% |
$212K - $246K
|
40.4K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.28K- 24.32% |
$219K - $254K
|
13.3K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-4.7K- 18.74% |
$241K - $279K
|
20.4K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.82K- 13.97% |
$247K - $286K
|
29.6K
$2.39M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.1K- 36.42% |
$262K - $303K
|
8.9K
$719K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.07K- 46.48% |
$311K - $360K
|
7K
$565K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.45K- 22.92% |
$331K - $383K
|
21.7K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.11K- 12.69% |
$416K - $481K
|
55.8K
$4.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11K- 38.82% |
$562K - $651K
|
17.3K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19K- 2.2% |
$976K - $1.13M
|
845K
$68.3M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.4K- 25.08% |
$1.15M - $1.33M
|
66.8K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.9K- 8.88% |
$2.51M - $2.9M
|
502K
$40.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.8K- 12.75% |
$2.55M - $2.95M
|
340K
$27.5M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-63.9K- 86.68% |
$3.28M - $3.79M
|
9.82K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-63.9K- 86.68% |
$3.28M - $3.79M
|
9.82K
$793K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-76.6KClosed |
$3.93M - $4.55M
|
0
$0
|