Purchases and Sales Made in Q3 2022 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4.27K+ 30.8% |
$187K - $235K
|
18.1K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.58K+ 74.45% |
$156K - $197K
|
8.38K
$675K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.46K+ 3.71% |
$151K - $191K
|
96.7K
$7.78M
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.45K+ 12.41% |
$151K - $190K
|
31.2K
$2.51M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 5.37% |
$121K - $152K
|
54.1K
$4.36M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.56K+ 15.13% |
$112K - $141K
|
19.4K
$1.57M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.36KNew |
$103K - $130K
|
2.36K
$190K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.22K+ 1.74% |
$97K - $122K
|
130K
$10.5M
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.11K+ 4.01% |
$92.1K - $116K
|
54.6K
$4.4M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.92K+ 1.91% |
$83.8K - $106K
|
102K
$8.24M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.78KNew |
$78K - $98.4K
|
1.78K
$144K
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.9% |
$67K - $84.6K
|
54.4K
$4.38M
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.48K+ 0.93% |
$64.6K - $81.5K
|
160K
$12.9M
|
|
Oct 27, 2022
Q3 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.39K+ 856.17% |
$60.6K - $76.5K
|
1.55K
$125K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.36KNew |
$59.3K - $74.8K
|
1.36K
$109K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.29K+ 6.51% |
$56.3K - $71.1K
|
21.1K
$1.7M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
1.23KNew |
$53.9K - $68K
|
1.23K
$99.4K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 2.23% |
$51.9K - $65.4K
|
54.5K
$4.39M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 1.84% |
$49.4K - $62.3K
|
62.7K
$5.05M
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
1.12K+ 0.4% |
$49K - $61.8K
|
280K
$22.5M
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
1.08K+ 12.38% |
$47K - $59.3K
|
9.76K
$785K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.07K+ 3.94% |
$46.8K - $59K
|
28.2K
$2.27M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.04K+ 13.15% |
$45.3K - $57.2K
|
8.92K
$718K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.02K+ 8.96% |
$44.4K - $56K
|
12.4K
$995K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
988New |
$43.2K - $54.5K
|
988
$79.6K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
985+ 22.74% |
$43K - $54.3K
|
5.32K
$428K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
983+ 21.38% |
$43K - $54.2K
|
5.58K
$449K
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
810+ 3.52% |
$35.4K - $44.7K
|
23.8K
$1.92M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
754+ 14.17% |
$32.9K - $41.6K
|
6.07K
$489K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
670+ 33.6% |
$29.3K - $36.9K
|
2.66K
$215K
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
650+ 16.28% |
$28.4K - $35.8K
|
4.64K
$374K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
607+ 66.56% |
$26.5K - $33.5K
|
1.52K
$122K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
531+ 125.53% |
$23.2K - $29.3K
|
954
$76.8K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
529+ 0.44% |
$23.1K - $29.2K
|
120K
$9.69M
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
526+ 10.57% |
$23K - $29K
|
5.5K
$443K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
518+ 1.17% |
$22.6K - $28.6K
|
44.8K
$3.61M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
513New |
$22.4K - $28.3K
|
513
$41.3K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$21.9K - $27.6K
|
500
$40.3K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500New |
$21.9K - $27.6K
|
500
$40.3K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
444+ 5.47% |
$19.4K - $24.5K
|
8.56K
$689K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
423+ 1.33% |
$18.5K - $23.3K
|
32.2K
$2.59M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
311+ 1.93% |
$13.6K - $17.1K
|
16.4K
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
295+ 2.05% |
$12.9K - $16.3K
|
14.7K
$1.18M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
268+ 0.95% |
$11.7K - $14.8K
|
28.4K
$2.28M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
257+ 0.18% |
$11.2K - $14.2K
|
146K
$11.8M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
254+ 25.1% |
$11.1K - $14K
|
1.27K
$102K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
240+ 5.41% |
$10.5K - $13.2K
|
4.68K
$377K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
232+ 3.63% |
$10.1K - $12.8K
|
6.62K
$533K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
225+ 4.49% |
$9.83K - $12.4K
|
5.24K
$422K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
181+ 1.31% |
$7.91K - $9.98K
|
14K
$1.13M
|