Purchases and Sales Made in Q4 2021 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157KNew |
$8.86M - $9.99M
|
157K
$12.7M
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
101KNew |
$5.7M - $6.43M
|
101K
$8.18M
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82.4KNew |
$4.63M - $5.23M
|
82.4K
$6.65M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.7K+ 4.7% |
$3.75M - $4.24M
|
1.49M
$120M
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
59KNew |
$3.32M - $3.74M
|
59K
$4.76M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.7K+ 7.77% |
$3.19M - $3.6M
|
786K
$63.5M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48K+ 105.14% |
$2.7M - $3.05M
|
93.6K
$7.56M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44.8KNew |
$2.52M - $2.85M
|
44.8K
$3.62M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
30.9KNew |
$1.74M - $1.96M
|
30.9K
$2.5M
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
30KNew |
$1.69M - $1.9M
|
30K
$2.42M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
27.5K+ 3.85% |
$1.55M - $1.75M
|
741K
$59.8M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.4K+ 2.15% |
$1.48M - $1.67M
|
1.25M
$101M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21K+ 3.59% |
$1.18M - $1.33M
|
606K
$48.9M
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
20.9K+ 6.91% |
$1.18M - $1.33M
|
324K
$26.2M
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
19.5KNew |
$1.1M - $1.24M
|
19.5K
$1.57M
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
18.8KNew |
$1.06M - $1.19M
|
18.8K
$1.52M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.6K+ 10.03% |
$1.04M - $1.18M
|
204K
$16.5M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.3K+ 1.13% |
$1.03M - $1.16M
|
1.65M
$133M
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
16.3KNew |
$917K - $1.04M
|
16.3K
$1.32M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.2K+ 81.53% |
$911K - $1.03M
|
36.1K
$2.91M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16.1KNew |
$904K - $1.02M
|
16.1K
$1.3M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15.9KNew |
$893K - $1.01M
|
15.9K
$1.28M
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
15.1KNew |
$847K - $956K
|
15.1K
$1.22M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
12K+ 34.06% |
$677K - $764K
|
47.4K
$3.83M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$638K - $720K
|
11.3K
$916K
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.7KNew |
$604K - $681K
|
10.7K
$866K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 506.77% |
$577K - $651K
|
12.3K
$991K
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10KNew |
$563K - $636K
|
10K
$809K
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.45KNew |
$531K - $600K
|
9.45K
$763K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.41KNew |
$529K - $597K
|
9.41K
$760K
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
9.14KNew |
$514K - $580K
|
9.14K
$738K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
7.94KNew |
$446K - $504K
|
7.94K
$641K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
7.2K+ 2.91% |
$405K - $457K
|
255K
$20.6M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.16K+ 70.09% |
$403K - $455K
|
17.4K
$1.4M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.57K+ 9.71% |
$369K - $417K
|
74.2K
$5.99M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.24K+ 10.72% |
$351K - $396K
|
64.4K
$5.2M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.01K+ 8.11% |
$338K - $382K
|
80.2K
$6.48M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.98KNew |
$336K - $380K
|
5.98K
$483K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.9KNew |
$332K - $375K
|
5.9K
$477K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.7K+ 39.47% |
$320K - $362K
|
20.1K
$1.63M
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.19KNew |
$292K - $329K
|
5.19K
$419K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
5.06KNew |
$285K - $321K
|
5.06K
$409K
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.83KNew |
$272K - $307K
|
4.83K
$390K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.52K+ 12.47% |
$254K - $287K
|
40.8K
$3.29M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.26K+ 3.04% |
$240K - $270K
|
144K
$11.7M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.07K+ 3.58% |
$229K - $258K
|
118K
$9.5M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.95K+ 2.74% |
$222K - $251K
|
148K
$11.9M
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3.91KNew |
$220K - $248K
|
3.91K
$316K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.9K+ 53.67% |
$219K - $248K
|
11.2K
$902K
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.7KNew |
$208K - $235K
|
3.7K
$298K
|