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

First Trust NASDAQ Technology Dividend Index Fund logo
$92.32 +0.70 (+0.76%)
As of 07/3/2025 01:00 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust NASDAQ Technology Dividend Index Fund (NASDAQ:TDIV)

Number of
Institutional Buyers
(last 12 months)
215
Total
Institutional Inflows
(last 12 months)
$386.45M
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$105.99M
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TDIV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 HBW Advisory Services LLC5,131$463K0.1%+3.4%0.014%
7/2/2025 Crumly & Associates Inc.122,842$11.08M2.7%+10.5%0.338%
7/1/2025 Park National Corp OH294,781$26.58M0.9%-3.8%0.811%
6/17/2025Howe & Rusling Inc.2,976$219K0.0%+7.4%0.008%
6/2/2025Modern Wealth Management LLC6,778$499K0.0%+6.6%0.019%
5/29/2025Nova Wealth Management Inc.6,063$446K0.4%+16.3%0.017%
5/29/2025Apeiron RIA LLC22,247$1.64M0.5%-22.8%0.061%
5/28/2025Wealth Management Associates Inc.60,987$4.49M1.9%-1.7%0.168%
5/21/2025Reliant Investment Partners LLC13,482$992K1.0%-5.4%0.037%
5/21/2025Geneos Wealth Management Inc.4,513$332K0.0%+9.4%0.012%
5/20/2025Focus Partners Wealth11,082$816K0.0%+7.3%0.030%
5/20/2025Flaharty Asset Management LLC264,589$19.48M2.8%-10.4%0.728%
5/20/2025Integrity Alliance LLC.13,025$959K0.0%N/A0.036%
5/19/2025Jane Street Group LLC26,889$1.98M0.0%N/A0.074%
5/16/2025Prostatis Group LLC21,297$1.57M0.5%N/A0.059%
5/16/2025Coppell Advisory Solutions LLC40,510$2.96M0.2%-45.4%0.111%
5/16/2025Kestra Investment Management LLC342,984$25.25M0.8%+92.3%0.944%
5/16/2025Jones Financial Companies Lllp74,622$5.49M0.0%+592.2%0.205%
5/16/2025Pinnacle Family Advisors LLC24,137$1.78M1.0%+20.5%0.066%
5/16/2025National Wealth Management Group LLC16,939$1.25M0.8%-25.0%0.047%
5/16/2025Concorde Asset Management LLC4,859$348K0.2%-96.1%0.013%
5/16/2025Aprio Wealth Management LLC283,764$20.89M2.6%+44.8%0.781%
5/15/2025EP Wealth Advisors LLC6,412$472K0.0%-14.8%0.018%
5/15/2025Royal Bank of Canada486,637$35.82M0.0%+5.6%1.339%
5/15/2025Baird Financial Group Inc.39,088$2.88M0.0%+1.2%0.108%
5/14/2025CreativeOne Wealth LLC9,117$671K0.0%+34.4%0.025%
5/14/2025Comerica Bank19,440$1.43M0.0%+1.5%0.053%
5/14/2025Biondo Investment Advisors LLC22,968$1.69M0.2%-8.7%0.063%
5/14/2025Northwestern Mutual Wealth Management Co.15,482$1.14M0.0%-6.9%0.043%
5/14/2025Kestra Advisory Services LLC63,543$4.68M0.0%-13.0%0.175%
5/14/2025Financial Advisors Network Inc.2,731$201K0.0%-10.5%0.008%
5/13/2025Steward Partners Investment Advisory LLC75,147$5.53M0.0%+0.7%0.207%
5/13/2025Tyler Stone Wealth Management43,267$3.19M0.6%-9.5%0.119%
5/13/2025Raymond James Financial Inc.1,184,120$87.16M0.0%-3.6%3.258%
5/13/2025Nations Financial Group Inc. IA ADV4,867$358K0.0%+2.7%0.013%
5/13/2025HighTower Advisors LLC20,695$1.52M0.0%-54.8%0.057%
5/12/2025Benjamin Edwards Inc.123,703$9.11M0.1%+15.0%0.340%
5/12/2025WealthPlan Investment Management LLC24,209$1.78M0.2%-17.4%0.066%
5/9/2025Chicago Partners Investment Group LLC40,129$3.05M0.1%N/A0.110%
5/9/2025Endowment Wealth Management Inc.3,103$228K0.1%N/A0.009%
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5/9/2025Atria Wealth Solutions Inc.77,440$5.70M0.1%-24.0%0.213%
5/9/2025Commonwealth Equity Services LLC403,988$29.74M0.0%+2.0%1.111%
5/9/2025Pathway Financial Advisers LLC5,432$400K0.1%-3.1%0.015%
5/8/2025US Bancorp DE46,015$3.39M0.0%+30.9%0.127%
5/8/2025Harbour Investments Inc.63,298$4.66M0.1%-8.9%0.174%
5/8/2025FSB Premier Wealth Management Inc.27,828$2.05M0.8%+0.8%0.077%
5/8/2025Arkadios Wealth Advisors8,467$623K0.0%+63.5%0.023%
5/7/2025N.E.W. Advisory Services LLC17,239$1.27M0.1%+80.2%0.047%
5/7/2025LPL Financial LLC2,366,613$174.21M0.1%+5.3%6.511%
5/6/2025Assetmark Inc.148,464$10.93M0.0%+7.7%0.408%
5/6/2025Cetera Investment Advisers425,217$31.30M0.1%-4.4%1.170%
5/6/2025Avantax Advisory Services Inc.66,922$4.93M0.0%-5.4%0.184%
5/6/2025Holistic Financial Partners6,516$480K0.2%+141.5%0.018%
5/6/2025AE Wealth Management LLC52,742$3.88M0.0%-3.5%0.145%
5/6/2025BlueChip Wealth Advisors LLC48,272$3.55M1.6%+19.0%0.133%
5/6/2025PFG Advisors17,057$1.26M0.1%-23.4%0.047%
5/5/2025J.W. Cole Advisors Inc.23,057$1.70M0.1%-31.7%0.063%
5/5/2025IFP Advisors Inc44,051$3.24M0.1%+5.5%0.121%
5/5/2025OneAscent Financial Services LLC28,870$2.13M0.1%+5.2%0.079%
5/5/2025Kestra Private Wealth Services LLC12,260$902K0.0%-32.2%0.034%
5/5/2025FAS Wealth Partners Inc.6,720$495K0.0%-2.9%0.018%
5/5/2025Private Advisor Group LLC29,656$2.18M0.0%-10.6%0.082%
5/5/2025Migdal Insurance & Financial Holdings Ltd.16,228$1.20M0.0%-25.6%0.045%
5/2/2025Kingsview Wealth Management LLC22,603$1.66M0.0%-1.1%0.062%
5/2/2025Allen Capital Group LLC15,017$1.11M0.1%-1.0%0.041%
5/2/2025Larson Financial Group LLC1,250$92K0.0%-56.1%0.003%
5/2/2025Wealthfront Advisers LLC39,032$2.87M0.0%+7.8%0.107%
5/2/2025Apollon Wealth Management LLC8,625$635K0.0%+32.3%0.024%
5/2/2025Sigma Planning Corp114,296$8.41M0.3%+7.2%0.314%
5/1/2025MTM Investment Management LLC19,709$1.46M0.6%-1.4%0.054%
5/1/2025Gateway Wealth Partners LLC47,893$3.53M0.8%+26.1%0.132%
4/30/2025AlphaStar Capital Management LLC8,194$603K0.1%+15.6%0.023%
4/30/2025M&T Bank Corp6,106$449K0.0%-4.0%0.017%
4/30/2025Stratos Wealth Partners LTD.106,183$7.82M0.1%-7.9%0.292%
4/30/2025Blackhawk Capital Partners LLC.19,162$1.41M0.7%+106.4%0.053%
4/30/2025Crossmark Global Holdings Inc.9,236$679K0.0%N/A0.025%
4/29/2025Envestnet Asset Management Inc.624,701$45.98M0.0%+6.7%1.719%
4/29/2025Concurrent Investment Advisors LLC17,867$1.32M0.0%-12.0%0.049%
4/29/2025Bank of New York Mellon Corp59,934$4.41M0.0%-0.4%0.165%
4/29/2025World Investment Advisors40,856$3.01M0.1%+9.5%0.112%
4/29/2025Element Wealth LLC12,622$929K0.5%-1.5%0.035%
4/29/2025Huntleigh Advisors Inc.15,180$1.12M0.2%-3.6%0.042%
4/29/2025OneDigital Investment Advisors LLC5,973$440K0.0%-32.7%0.016%
4/28/2025D.A. Davidson & CO.208,408$15.34M0.1%-5.6%0.573%
4/28/2025Mutual Advisors LLC4,694$341K0.0%+9.2%0.013%
4/28/2025Strategic Financial Concepts LLC5,298$390K0.1%+19.7%0.015%
4/28/2025Private Trust Co. NA2,508$185K0.0%+9.9%0.007%
4/28/2025Arlington Trust Co LLC500$37K0.0%N/A0.001%
4/28/2025Rossby Financial LCC1,802$131K0.1%N/A0.005%
4/28/2025DAVENPORT & Co LLC9,907$729K0.0%-1.5%0.027%
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4/28/2025ABLE Financial Group LLC7,737$570K0.2%-4.0%0.021%
4/25/2025Koshinski Asset Management Inc.18,343$1.35M0.1%-3.0%0.050%
4/25/2025Ameritas Advisory Services LLC4,026$314K0.0%+4.1%0.011%
4/25/2025Northcape Wealth Management LLC4,410$325K0.1%-4.3%0.012%
4/24/2025Elevated Capital Advisors LLC10,530$775K0.2%-11.5%0.029%
4/24/2025Mirae Asset Global Investments Co. Ltd.2,930$215K0.0%-95.8%0.008%
4/23/2025Cottonwood Capital Advisors LLC41,197$3.03M2.2%-2.9%0.114%
4/23/2025Madrona Financial Services LLC10,629$782K0.2%+1.9%0.029%
4/23/2025Global Assets Advisory LLC11,105$777K0.1%+177.6%0.031%
4/23/2025Oppenheimer & Co. Inc.23,751$1.75M0.0%-35.2%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, 333 institutional investors and hedge funds held shares of First Trust NASDAQ Technology Dividend Index Fund. The most heavily invested institutionals were LPL Financial LLC ($174.21M), Wells Fargo & Company MN ($132.21M), Bank of America Corp DE ($108.15M), Raymond James Financial Inc. ($87.16M), Raymond James Financial Services Advisors Inc. ($70.36M), UBS Group AG ($69.40M), and Envestnet Asset Management Inc. ($45.98M).Learn more on First Trust NASDAQ Technology Dividend Index Fund's institutional investors.

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

Of the 287 institutional investors that purchased First Trust NASDAQ Technology Dividend Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.23M), LPL Financial LLC ($833.88K), International Assets Investment Management LLC ($369.23K), Kestra Investment Management LLC ($347.27K), Cetera Advisors LLC ($284.46K), Global Assets Advisory LLC ($279.20K), and UBS Group AG ($242.11K).

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

Institutional investors have bought a total of 4,990,985 shares in the last 24 months. This purchase volume represents approximately $386.45M in transactions.

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

Of the 145 institutional investors that sold First Trust NASDAQ Technology Dividend Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Concorde Asset Management LLC ($152.05K), Mirae Asset Global Investments Co. Ltd. ($121.77K), Ethos Financial Group LLC ($109.53K), Wells Fargo & Company MN ($66.08K), Atria Wealth Solutions Inc. ($45.28K), Raymond James Financial Inc. ($44.35K), and WealthPlan Investment Management LLC ($42.08K).

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

Institutional investors have sold a total of 1,388,988 shares in the last 24 months. This volume of shares sold represents approximately $105.99M in transactions.



This page (NASDAQ:TDIV) was last updated on 7/4/2025 by MarketBeat.com Staff
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