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 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
649+ 22.23% |
$42.3K - $50.5K
|
3.57K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
616New |
$40.2K - $47.9K
|
616
$49.7K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
597+ 7.74% |
$38.9K - $46.4K
|
8.31K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
586New |
$38.2K - $45.6K
|
586
$47.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
549+ 27.52% |
$35.8K - $42.7K
|
2.54K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
530+ 2.13% |
$34.6K - $41.2K
|
25.4K
$2.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
519+ 157.27% |
$33.8K - $40.4K
|
849
$68.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
517New |
$33.7K - $40.2K
|
517
$41.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
495+ 6.81% |
$32.3K - $38.5K
|
7.77K
$627K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
450+ 16.72% |
$29.3K - $35K
|
3.14K
$254K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
440+ 5.51% |
$28.7K - $34.2K
|
8.43K
$680K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
433New |
$28.2K - $33.7K
|
433
$35K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
300+ 1.52% |
$19.6K - $23.3K
|
20.1K
$1.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
271+ 8.99% |
$17.7K - $21.1K
|
3.29K
$265K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
264+ 138.95% |
$17.2K - $20.5K
|
454
$36.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
264+ 8.35% |
$17.2K - $20.5K
|
3.42K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
229+ 0.18% |
$14.9K - $17.8K
|
126K
$10.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
201+ 3.16% |
$13.1K - $15.6K
|
6.57K
$530K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
195+ 4.15% |
$12.7K - $15.2K
|
4.89K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
164+ 3.16% |
$10.7K - $12.8K
|
5.35K
$432K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
154+ 0.68% |
$10K - $12K
|
22.7K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$9.78K - $11.7K
|
150
$12.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
135New |
$8.8K - $10.5K
|
135
$10.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
132+ 1.62% |
$8.61K - $10.3K
|
8.29K
$669K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
114+ 50.67% |
$7.43K - $8.87K
|
339
$27.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
102+ 0.76% |
$6.65K - $7.94K
|
13.4K
$1.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
100New |
$6.52K - $7.78K
|
100
$8.08K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
100+ 2.77% |
$6.52K - $7.78K
|
3.71K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
77New |
$5.02K - $5.99K
|
77
$6.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
72+ 1.75% |
$4.7K - $5.6K
|
4.2K
$339K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 3.62% |
$4.63K - $5.52K
|
2.04K
$164K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
69+ 2.04% |
$4.5K - $5.37K
|
3.46K
$279K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
61+ 1.54% |
$3.98K - $4.75K
|
4.03K
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
50+ 7.87% |
$3.26K - $3.89K
|
685
$55.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
41+ 8.2% |
$2.67K - $3.19K
|
541
$43.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38+ 0.68% |
$2.48K - $2.96K
|
5.66K
$457K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
33+ 0.13% |
$2.15K - $2.57K
|
25.5K
$2.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
18+ 0.38% |
$1.17K - $1.4K
|
4.76K
$384K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
16+ 0.51% |
$1.04K - $1.24K
|
3.17K
$256K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
13+ 0.22% |
$848 - $1.01K
|
6.04K
$488K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 6.06% |
$652 - $778
|
175
$14.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.11% |
$391 - $467
|
5.47K
$442K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.51% |
$391 - $467
|
1.18K
$95.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6+ 0.15% |
$391 - $467
|
3.89K
$314K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$326 - $389
|
30.5K
$2.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.1% |
$326 - $389
|
5.17K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.56% |
$130 - $156
|
361
$29.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$65.2 - $77.8
|
4.78K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-3- 0.04% |
$196 - $233
|
8.26K
$667K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-9- 3.4% |
$587 - $700
|
256
$20.7K
|