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First Trust NASDAQ Technology Dividend Index Fund (TDIV) Institutional Ownership

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+0.53 (+0.76%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust NASDAQ Technology Dividend Index Fund (NASDAQ:TDIV)

Number of
Institutional Buyers
(last 12 months)
151
Total
Institutional Inflows
(last 12 months)
$240.62M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$76.43M
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TDIV Institutional Buying and Selling by Quarter

First Trust NASDAQ Technology Dividend Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Osaic Holdings Inc.358,694$24.99M0.1%-24.3%1.038%
5/9/2024 Orion Portfolio Solutions LLC126,037$8.78M0.1%+0.3%0.365%
5/9/2024 Kingsview Wealth Management LLC23,528$1.64M0.0%-1.2%0.068%
5/9/2024 Clearwater Capital Advisors LLC30,489$2.12M0.2%-1.0%0.088%
5/9/2024 Koshinski Asset Management Inc.14,881$1.04M0.1%-39.9%0.043%
5/8/2024 Great Diamond Partners LLC62,540$4.36M1.0%-1.6%0.181%
5/8/2024 Avantax Advisory Services Inc.68,888$4.80M0.0%-2.0%0.199%
5/8/2024 US Bancorp DE21,972$1.53M0.0%+36.3%0.064%
5/7/2024 Quantum Private Wealth LLC7,861$548K0.2%-10.0%0.023%
5/7/2024 Concurrent Investment Advisors LLC10,544$735K0.0%-9.9%0.031%
5/7/2024 WealthPLAN Partners LLC69,044$4.81M0.5%N/A0.200%
5/7/2024 Oppenheimer & Co. Inc.37,366$2.60M0.0%+2.4%0.108%
5/6/2024 Envestnet Portfolio Solutions Inc.77,348$5.39M0.0%+19.3%0.224%
5/6/2024 TFG Advisers LLC12,991$905K0.4%+5.7%0.038%
5/3/2024 Larson Financial Group LLC7,987$556K0.0%-9.6%0.023%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.4,185$292K0.1%-4.5%0.012%
5/2/2024 Hollencrest Capital Management431$30K0.0%-41.0%0.001%
5/1/2024 StoneX Group Inc.20,606$1.44M0.2%-5.9%0.060%
5/1/2024 Blackhawk Capital Partners LLC.10,250$714K0.4%-8.5%0.030%
5/1/2024 Janney Montgomery Scott LLC146,630$10.22M0.0%-0.5%0.424%
5/1/2024 Concourse Financial Group Securities Inc.15,749$1.10M0.1%-8.6%0.046%
5/1/2024 Northcape Wealth Management LLC4,910$342K0.1%-24.5%0.014%
4/30/2024 Private Advisor Group LLC54,930$3.83M0.0%-1.6%0.159%
4/30/2024 J.W. Cole Advisors Inc.30,771$2.15M0.1%+7.0%0.089%
4/30/2024 BlueChip Wealth Advisors LLC31,957$2.23M1.4%+26.7%0.092%
4/30/2024 Hazlett Burt & Watson Inc.2,752$191K0.1%+35.7%0.008%
4/29/2024Commonwealth Equity Services LLC275,895$19.22M0.0%+3.4%0.798%
4/29/2024 FAS Wealth Partners Inc.7,020$489K0.0%-47.2%0.020%
4/29/2024 Benjamin F. Edwards & Company Inc.104,791$7.30M0.1%+0.2%0.303%
4/29/2024 Harbor Advisory Corp MA5,000$348K0.1%N/A0.014%
4/26/2024 Cottonwood Capital Advisors LLC50,136$3.38M2.7%-2.3%0.145%
4/26/2024 Clear Creek Financial Management LLC3,534$246K0.0%N/A0.010%
4/25/2024 Private Wealth Group LLC100,767$7.02M3.6%-0.5%0.292%
4/25/2024 Cambridge Investment Research Advisors Inc.123,558$8.61M0.0%+3.8%0.357%
4/24/2024 Berkshire Bank5,942$414K0.1%-41.5%0.017%
4/24/2024 Simplicity Wealth LLC6,051$422K0.0%N/A0.017%
4/23/2024 Cherry Creek Investment Advisors Inc.158,209$11.02M6.0%-2.7%0.457%
4/23/2024 Masso Torrence Wealth Management Inc.4,808$335K0.2%-13.5%0.014%
4/23/2024 TrueWealth Advisors LLC7,709$537K0.2%+10.1%0.022%
4/23/2024 Raymond James Financial Services Advisors Inc.919,672$64.07M0.1%-2.9%2.658%
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4/22/2024 Centennial Wealth Advisory LLC2,928$204K0.1%-12.3%0.008%
4/22/2024 PFG Investments LLC5,622$392K0.0%+21.7%0.016%
4/22/2024 Raymond James & Associates367,031$25.57M0.0%+0.3%1.061%
4/22/2024Ashton Thomas Private Wealth LLC14,005$976K0.1%+57.3%0.040%
4/18/2024 Capital Advisors Ltd. LLC34,677$2.42M0.3%+7.8%0.100%
4/18/2024 Iams Wealth Management LLC44,828$3.02M1.8%-1.2%0.129%
4/18/2024 Barry Investment Advisors LLC4,125$287K0.1%N/A0.012%
4/18/2024 Seneca House Advisors3,112$217K0.1%-26.0%0.009%
4/17/2024 Founders Financial Securities LLC3,614$252K0.0%-8.0%0.010%
4/16/2024 OneAscent Financial Services LLC25,508$1.78M0.2%+10.9%0.074%
4/16/2024 Hengehold Capital Management LLC56,571$3.94M0.4%-3.8%0.163%
4/16/2024 Wealth Enhancement Advisory Services LLC22,586$1.57M0.0%+17.6%0.065%
4/15/2024 Defined Wealth Management LLC49,249$3.43M2.5%-0.4%0.142%
4/15/2024 Key Client Fiduciary Advisors LLC3,160$220K0.1%N/A0.009%
4/15/2024 Hobart Private Capital LLC23,633$1.65M0.5%+95.7%0.068%
4/15/2024 Elevated Capital Advisors LLC39,654$2.76M0.8%+2.7%0.114%
4/15/2024 Kingswood Wealth Advisors LLC11,415$795K0.1%N/A0.033%
4/12/2024 Kaydan Wealth Management Inc.32,168$2.24M0.8%+0.8%0.093%
4/12/2024 Harbor Investment Advisory LLC6,930$483K0.0%+2.2%0.020%
4/12/2024 Global Assets Advisory LLC268,091$18.68M0.1%N/A0.776%
4/11/2024 DHJJ Financial Advisors Ltd.21,731$1.51M0.7%-0.8%0.063%
4/11/2024 Clarus Wealth Advisors6,116$420K0.2%-3.7%0.018%
4/11/2024 SignalPoint Asset Management LLC23,048$1.61M0.4%-32.1%0.067%
4/11/2024 Ballew Advisors Inc33,482$2.30M1.6%+4.1%0.097%
4/10/2024 Aprio Wealth Management LLC185,051$12.89M2.5%+0.8%0.536%
4/10/2024 Park Avenue Securities LLC22,575$1.57M0.0%+7.1%0.065%
4/9/2024 Destiny Wealth Partners LLC3,193$222K0.0%N/A0.009%
4/5/2024 NBC Securities Inc.10,058$711K0.1%-1.7%0.029%
4/3/2024 Arden Trust Co175,605$12.23M1.7%-2.5%0.505%
4/1/2024 Park National Corp OH315,716$22.00M0.8%-0.4%0.908%
3/22/2024PNC Financial Services Group Inc.4,680$300K0.0%-22.6%0.013%
3/15/2024 BlueChip Wealth Advisors LLC25,216$1.62M1.1%N/A0.073%
3/15/2024B. Riley Wealth Advisors Inc.6,151$394K0.0%-30.8%0.018%
3/4/2024Tucker Asset Management LLC2,678$172K0.0%-32.3%0.008%
3/1/2024Creekmur Asset Management LLC1,062$68K0.0%N/A0.003%
2/28/2024EP Wealth Advisors LLC7,177$460K0.0%+76.4%0.021%
2/26/2024Virtu Financial LLC35,334$2.27M0.2%N/A0.102%
2/23/2024 Chicago Partners Investment Group LLC3,036$203K0.0%-32.7%0.009%
2/15/2024Comerica Bank21,296$1.37M0.0%-1.9%0.061%
2/14/2024 Bennett Associates Wealth Management26,273$1.68M1.6%N/A0.076%
2/14/2024Regal Investment Advisors LLC47,634$3.05M0.2%-5.4%0.137%
2/13/2024Platform Technology Partners3,151$212K0.1%-40.9%0.009%
2/13/2024 Oppenheimer & Co. Inc.36,478$2.34M0.0%-2.9%0.105%
2/13/2024 TFG Advisers LLC12,294$788K0.3%+2.8%0.035%
2/12/2024Harvest Investment Services LLC48,235$3.09M1.4%-8.5%0.139%
2/12/2024 StoneX Group Inc.21,900$1.41M0.2%-1.3%0.063%
2/12/2024Stifel Financial Corp315,234$20.21M0.0%-1.6%0.907%
2/12/2024 Pine Valley Investments Ltd Liability Co117,615$7.54M0.5%-4.3%0.338%
2/9/2024 Advisory Services Network LLC4,474$287K0.0%-17.7%0.013%
2/9/2024 Orion Portfolio Solutions LLC125,719$7.92M0.1%+0.9%0.362%
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2/9/2024 US Bancorp DE16,126$1.03M0.0%-3.6%0.046%
2/9/2024 Cambridge Investment Research Advisors Inc.119,007$7.63M0.0%+8.2%0.342%
2/9/2024Financial Advisors Network Inc.4,200$269K0.1%-9.1%0.012%
2/9/2024 Assetmark Inc.57,188$3.67M0.0%+36.4%0.165%
2/9/2024D.A. Davidson & CO.234,992$15.06M0.1%-3.3%0.676%
2/9/2024Wells Fargo & Company MN1,404,952$90.04M0.0%+7.6%4.042%
2/9/2024UBS Group AG1,082,866$69.40M0.0%+28.8%3.115%
2/9/2024PNC Financial Services Group Inc.4,680$300K0.0%-22.6%0.013%
2/8/2024Level Four Advisory Services LLC8,927$572K0.0%+5.7%0.026%
2/8/2024 Financial Advocates Investment Management22,788$1.46M0.1%+4.6%0.066%
(Data available from 1/1/2016 forward)

TDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TDIV shares?

During the previous two years, 268 institutional investors and hedge funds held shares of First Trust NASDAQ Technology Dividend Index Fund. The most heavily invested institutionals were LPL Financial LLC ($101.42M), Wells Fargo & Company MN ($90.04M), UBS Group AG ($69.40M), Bank of America Corp DE ($67.94M), Raymond James Financial Services Advisors Inc. ($64.07M), Envestnet Asset Management Inc. ($29.30M), and Flaharty Asset Management LLC ($29.00M).Learn more on TDIV's institutional investors.

Which institutional investors have been buying First Trust NASDAQ Technology Dividend Index Fund stock?

Of the 224 institutional investors that purchased First Trust NASDAQ Technology Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.08M), UBS Group AG ($414.86K), International Assets Investment Management LLC ($402.21K), Envestnet Asset Management Inc. ($396.98K), Arden Trust Co ($270.95K), Global Assets Advisory LLC ($268.09K), and AE Wealth Management LLC ($237.56K).

How much institutional buying is happening at First Trust NASDAQ Technology Dividend Index Fund?

Institutional investors have bought a total of 7,755,545 shares in the last 24 months. This purchase volume represents approximately $643.77M in transactions.

Which First Trust NASDAQ Technology Dividend Index Fund major shareholders have been selling company stock?

Of the 154 institutional investors that sold First Trust NASDAQ Technology Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Miracle Mile Advisors LLC ($758.67K), UBS Group AG ($238.97K), Raymond James Financial Services Advisors Inc. ($197.21K), Truist Financial Corp ($187.75K), Bank of America Corp DE ($167.01K), Osaic Holdings Inc. ($115.35K), and Kestra Advisory Services LLC ($102.96K).

How much institutional selling is happening at First Trust NASDAQ Technology Dividend Index Fund?

Institutional investors have sold a total of 3,484,639 shares in the last 24 months. This volume of shares sold represents approximately $304.43M in transactions.


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This page (NASDAQ:TDIV) was last updated on 5/12/2024 by MarketBeat.com Staff

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