Purchases and Sales Made in Q2 2024 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q2 2024. 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, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.58K+ 531.5% |
$233K - $278K
|
4.25K
$342K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.52K+ 4.92% |
$230K - $274K
|
75.1K
$6.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.3KNew |
$215K - $257K
|
3.3K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.28KNew |
$214K - $255K
|
3.28K
$264K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.21KNew |
$209K - $250K
|
3.21K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.17KNew |
$207K - $247K
|
3.17K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.1KNew |
$202K - $241K
|
3.1K
$250K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.09K+ 6.72% |
$201K - $240K
|
49K
$3.95M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.07KNew |
$200K - $238K
|
3.07K
$247K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.99K+ 7.5% |
$195K - $232K
|
42.8K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.97K+ 8.15% |
$194K - $231K
|
39.5K
$3.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.87KNew |
$187K - $223K
|
2.87K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.75KNew |
$179K - $214K
|
2.75K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.73KNew |
$178K - $212K
|
2.73K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$176K - $210K
|
2.7K
$217K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.43K+ 21.27% |
$158K - $189K
|
13.8K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.33K+ 8.61% |
$152K - $181K
|
29.4K
$2.37M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.27K+ 7.36% |
$148K - $176K
|
33K
$2.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 44.69% |
$146K - $175K
|
7.27K
$585K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.2K+ 847.88% |
$143K - $171K
|
2.46K
$198K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.18KNew |
$142K - $170K
|
2.18K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.98K+ 11.14% |
$129K - $154K
|
19.7K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.9KNew |
$124K - $147K
|
1.9K
$153K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.8K+ 8.74% |
$117K - $140K
|
22.4K
$1.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.77K+ 5.11% |
$115K - $138K
|
36.4K
$2.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.73K+ 40.33% |
$113K - $134K
|
6.01K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.69K+ 6.72% |
$110K - $131K
|
26.8K
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.55K+ 8.39% |
$101K - $120K
|
20K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 4.67% |
$97K - $116K
|
33.4K
$2.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.43K+ 9.62% |
$93.4K - $111K
|
16.3K
$1.31M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.41KNew |
$92.2K - $110K
|
1.41K
$114K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 12.73% |
$91.7K - $109K
|
12.5K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.32K+ 34.88% |
$85.8K - $102K
|
5.09K
$409K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 2.34% |
$83.9K - $100K
|
56.2K
$4.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23K+ 51.9% |
$80.1K - $95.6K
|
3.6K
$290K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19K+ 19.4% |
$77.6K - $92.6K
|
7.32K
$590K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.16K+ 5.26% |
$75.4K - $89.9K
|
23.1K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.13K+ 3.18% |
$73.9K - $88.2K
|
36.8K
$2.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.04K+ 7.99% |
$67.7K - $80.8K
|
14K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
980+ 1.42% |
$63.9K - $76.2K
|
70K
$5.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
895+ 2.02% |
$58.4K - $69.6K
|
45.2K
$3.64M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
814+ 3.19% |
$53.1K - $63.3K
|
26.3K
$2.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
760+ 15.85% |
$49.6K - $59.1K
|
5.56K
$447K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
756+ 1.34% |
$49.3K - $58.8K
|
57.3K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
754+ 4.22% |
$49.2K - $58.7K
|
18.6K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
752+ 19.15% |
$49K - $58.5K
|
4.68K
$377K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
723+ 6.87% |
$47.1K - $56.2K
|
11.3K
$906K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
675+ 4.29% |
$44K - $52.5K
|
16.4K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
661+ 0.44% |
$43.1K - $51.4K
|
152K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
658+ 97.77% |
$42.9K - $51.2K
|
1.33K
$107K
|