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
|
Psi Advisors, LLC
|
SELL
|
- |
-994- 30.99% |
$64.8K - $77.3K
|
2.21K
$179K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.02K- 3.87% |
$66.6K - $79.4K
|
25.4K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.07K- 5.38% |
$69.8K - $83.2K
|
18.8K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.16K- 6.71% |
$75.3K - $89.9K
|
16.1K
$1.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.29K- 21.25% |
$83.9K - $100K
|
4.77K
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 20.13% |
$86K - $103K
|
5.23K
$422K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 60.07% |
$87.7K - $105K
|
894
$72.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.4K- 1.81% |
$91.3K - $109K
|
75.9K
$6.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.49K- 7.71% |
$97.2K - $116K
|
17.9K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.6K- 13.49% |
$105K - $125K
|
10.3K
$830K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.62K- 4.84% |
$106K - $126K
|
31.9K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.65K- 87.08% |
$107K - $128K
|
244
$19.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.69K- 9.41% |
$110K - $131K
|
16.2K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.79K- 0.67% |
$117K - $139K
|
265K
$21.4M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.84K- 8.04% |
$120K - $143K
|
21K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.05K- 47.31% |
$134K - $160K
|
2.29K
$185K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.32K- 4.71% |
$151K - $181K
|
46.9K
$3.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.4K- 4.12% |
$157K - $187K
|
55.9K
$4.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.98K- 2.71% |
$195K - $232K
|
107K
$8.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.01K- 6.0% |
$196K - $234K
|
47.1K
$3.81M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.14K- 35.28% |
$204K - $244K
|
5.75K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.17K- 0.6% |
$207K - $246K
|
522K
$42.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-3.18K- 1.01% |
$207K - $247K
|
313K
$25.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.32K- 3.17% |
$216K - $258K
|
101K
$8.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.98K- 6.0% |
$324K - $387K
|
77.9K
$6.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5K- 56.02% |
$326K - $389K
|
3.93K
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-5.11K- 20.34% |
$333K - $397K
|
20K
$1.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-5.31K- 3.35% |
$346K - $413K
|
153K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.47K- 2.31% |
$357K - $425K
|
231K
$18.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.75K- 24.94% |
$375K - $447K
|
17.3K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.17K- 5.34% |
$402K - $480K
|
109K
$8.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.41KClosed |
$418K - $499K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.49K- 8.59% |
$423K - $505K
|
69.1K
$5.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.76K- 5.52% |
$441K - $526K
|
116K
$9.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.44K- 16.82% |
$485K - $579K
|
36.8K
$2.97M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-7.75K- 4.42% |
$506K - $603K
|
168K
$13.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.03K- 50.27% |
$589K - $703K
|
8.93K
$721K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-9.36K- 21.72% |
$611K - $729K
|
33.8K
$2.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.86K- 22.0% |
$643K - $767K
|
35K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 18.91% |
$710K - $847K
|
46.7K
$3.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-11.6K- 6.29% |
$759K - $906K
|
173K
$14M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.5K- 3.3% |
$943K - $1.12M
|
424K
$34.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.8K- 18.75% |
$1.36M - $1.62M
|
90.1K
$7.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.5K- 4.18% |
$1.47M - $1.75M
|
515K
$41.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-27.3K- 68.95% |
$1.78M - $2.13M
|
12.3K
$994K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-28K- 18.45% |
$1.82M - $2.17M
|
124K
$9.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36.2K- 11.77% |
$2.36M - $2.81M
|
271K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-42.5K- 3.75% |
$2.77M - $3.3M
|
1.09M
$88M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59K- 16.44% |
$3.85M - $4.59M
|
300K
$24.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-87.3K- 4.41% |
$5.69M - $6.79M
|
1.89M
$153M
|