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

First Trust NASDAQ Technology Dividend Index Fund logo
$73.88 +0.38 (+0.52%)
As of 05/1/2025 03:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$378.56M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$86.12M
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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
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%
4/30/2025 AlphaStar Capital Management LLC8,194$603K0.1%+15.6%0.023%
4/30/2025 M&T Bank Corp6,106$449K0.0%-4.0%0.017%
4/30/2025 Stratos Wealth Partners LTD.106,183$7.82M0.1%-7.9%0.292%
4/30/2025 Blackhawk Capital Partners LLC.19,162$1.41M0.7%+106.4%0.053%
4/30/2025 Crossmark Global Holdings Inc.9,236$679K0.0%N/A0.025%
4/29/2025 Envestnet Asset Management Inc.624,701$45.98M0.0%+6.7%1.719%
4/29/2025 Concurrent Investment Advisors LLC17,867$1.32M0.0%-12.0%0.049%
4/29/2025 Bank of New York Mellon Corp59,934$4.41M0.0%-0.4%0.165%
4/29/2025 World Investment Advisors40,856$3.01M0.1%+9.5%0.112%
4/29/2025 Element Wealth LLC12,622$929K0.5%-1.5%0.035%
4/29/2025 Huntleigh Advisors Inc.15,180$1.12M0.2%-3.6%0.042%
4/29/2025 OneDigital Investment Advisors LLC5,973$440K0.0%-32.7%0.016%
4/28/2025 D.A. Davidson & CO.208,408$15.34M0.1%-5.6%0.573%
4/28/2025 Mutual Advisors LLC4,694$341K0.0%+9.2%0.013%
4/28/2025 Strategic Financial Concepts LLC5,298$390K0.1%+19.7%0.015%
4/28/2025 Private Trust Co. NA2,508$185K0.0%+9.9%0.007%
4/28/2025 Arlington Trust Co LLC500$37K0.0%N/A0.001%
4/28/2025 Rossby Financial LCC1,802$131K0.1%N/A0.005%
4/28/2025 DAVENPORT & Co LLC9,907$729K0.0%-1.5%0.027%
4/28/2025 ABLE Financial Group LLC7,737$570K0.2%-4.0%0.021%
4/25/2025 Koshinski Asset Management Inc.18,343$1.35M0.1%-3.0%0.050%
4/25/2025 Ameritas Advisory Services LLC4,026$314K0.0%+4.1%0.011%
4/25/2025 Northcape Wealth Management LLC4,410$325K0.1%-4.3%0.012%
4/24/2025 Elevated Capital Advisors LLC10,530$775K0.2%-11.5%0.029%
4/24/2025 Mirae Asset Global Investments Co. Ltd.2,930$215K0.0%-95.8%0.008%
4/23/2025 Cottonwood Capital Advisors LLC41,197$3.03M2.2%-2.9%0.114%
4/23/2025 Madrona Financial Services LLC10,629$782K0.2%+1.9%0.029%
4/23/2025 Global Assets Advisory LLC11,105$777K0.1%+177.6%0.031%
4/23/2025 Oppenheimer & Co. Inc.23,751$1.75M0.0%-35.2%0.066%
4/22/2025 Pursue Wealth Partners LLC80,460$5.92M3.6%+4.3%0.223%
4/22/2025 Cambridge Investment Research Advisors Inc.204,386$15.05M0.1%-16.2%0.565%
4/22/2025 Crumly & Associates Inc.111,147$8.18M2.3%+6.4%0.307%
4/22/2025 Cherry Creek Investment Advisors Inc.145,791$10.73M5.6%-2.5%0.403%
4/22/2025 World Equity Group Inc.23,603$1.74M0.5%+5.7%0.065%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,453$1.28M0.2%+3.5%0.048%
4/21/2025 United Advisor Group LLC4,862$358K0.1%+11.2%0.013%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
4/21/2025 Compass Capital Corp MA ADV7,157$527K0.3%N/A0.020%
4/21/2025 Envestnet Portfolio Solutions Inc.91,036$6.70M0.0%+2.9%0.252%
4/21/2025 Centennial Wealth Advisory LLC3,121$230K0.1%+12.6%0.009%
4/21/2025 Kingswood Wealth Advisors LLC71,666$5.29M0.2%+158.1%0.198%
4/18/2025 Cornerstone Wealth Management LLC12,472$918K0.1%+44.0%0.035%
4/18/2025 Financial Perspectives Inc9,685$713K0.2%+68.1%0.027%
4/18/2025 DHJJ Financial Advisors Ltd.20,707$1.52M0.6%-1.9%0.057%
4/18/2025 CENTRAL TRUST Co5,700$420K0.0%-5.0%0.016%
4/17/2025 Robertson Stephens Wealth Management LLC111,650$8.22M0.3%+4.2%0.309%
4/17/2025 Kaydan Wealth Management Inc.29,774$2.19M0.7%+0.6%0.082%
4/17/2025 Berkshire Bank5,708$420K0.1%-5.0%0.016%
4/17/2025 Janney Montgomery Scott LLC156,995$11.56M0.0%-5.7%0.434%
4/17/2025 Hengehold Capital Management LLC59,454$4.38M0.4%+1.0%0.164%
4/17/2025 Sound Income Strategies LLC846$62K0.0%+16,820.0%0.002%
4/17/2025 Morey & Quinn Wealth Partners LLC33,764$2.49M2.1%+7.9%0.093%
4/16/2025 Avaii Wealth Management LLC107,166$7.89M4.2%-10.0%0.296%
4/16/2025 Wealth Enhancement Advisory Services LLC38,037$2.80M0.0%-4.6%0.105%
4/16/2025 Private Wealth Group LLC97,793$7.20M4.2%-2.3%0.271%
4/16/2025 Ballew Advisors Inc31,361$2.18M1.4%-0.5%0.087%
4/15/2025 Sagace Wealth Management LLC17,916$1.32M1.0%+4.9%0.050%
4/15/2025 Capital Advisors Ltd. LLC39,969$2.94M0.4%+0.8%0.111%
4/15/2025 Redhawk Wealth Advisors Inc.16,093$1.19M0.2%-39.0%0.045%
4/14/2025 Farther Finance Advisors LLC20,309$1.50M0.0%+2,030,800.0%0.056%
4/14/2025 SOA Wealth Advisors LLC.95,855$7.06M0.8%N/A0.265%
4/14/2025 Wedmont Private Capital18,343$1.28M0.1%N/A0.051%
4/10/2025 Key Client Fiduciary Advisors LLC3,732$275K0.1%+5.6%0.010%
4/10/2025 Iams Wealth Management LLC47,773$3.52M1.6%+15.9%0.132%
4/10/2025 TrueWealth Advisors LLC9,445$695K0.2%+3.6%0.026%
4/10/2025 Clarus Wealth Advisors9,011$645K0.3%+96.1%0.025%
4/9/2025 RFG Advisory LLC11,913$877K0.0%+13.5%0.033%
4/9/2025 HBW Advisory Services LLC4,964$365K0.1%-29.1%0.014%
4/9/2025 Merit Financial Group LLC4,201$309K0.0%-8.3%0.012%
4/9/2025 NBC Securities Inc.8,384$617K0.1%+104,700.0%0.023%
4/9/2025 Mid American Wealth Advisory Group Inc.3,635$268K0.1%N/A0.010%
4/8/2025 LVM Capital Management Ltd. MI6,350$467K0.1%-5.6%0.018%
4/8/2025 Private Client Services LLC6,103$449K0.2%+17.8%0.017%
4/7/2025 GAMMA Investing LLC83,474$6.15M0.0%+6,686.5%0.231%
4/2/2025 Park National Corp OH306,575$22.57M0.8%-1.8%0.847%
4/1/2025 Hobart Private Capital LLC43,729$3.22M0.8%+7.9%0.121%
3/17/2025 Wealth Enhancement Advisory Services LLC39,875$3.13M0.0%+22.4%0.109%
3/12/2025Centaurus Financial Inc.2,516$197K0.0%+80.4%0.007%
2/27/2025 Bernard Wealth Management Corp.528$41K0.0%N/A0.001%
2/25/2025Armis Advisers LLC4,102$322K0.0%N/A0.011%
2/24/2025 United Advisor Group LLC4,373$343K0.1%+10.9%0.012%
2/19/2025Richmond Investment Services LLC5,418$425K0.2%N/A0.015%
2/17/2025Snowden Capital Advisors LLC52,128$4.09M0.1%+16.5%0.143%
2/17/2025Royal Bank of Canada460,725$36.15M0.0%+4.8%1.264%
2/17/2025Quadcap Wealth Management LLC42,002$3.30M0.5%+15.1%0.115%
2/17/2025 Global Assets Advisory LLC4,001$314K0.2%+3.8%0.011%
2/17/2025Focus Partners Wealth10,326$810K0.0%N/A0.028%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
2/17/2025D. E. Shaw & Co. Inc.3,761$295K0.0%N/A0.010%
2/17/2025EP Wealth Advisors LLC7,522$590K0.0%-1.7%0.021%
2/17/2025EPG Wealth Management LLC1,268$100K0.0%-80.1%0.003%
2/17/2025CoreCap Advisors LLC14,227$1.12M0.1%-1.2%0.039%
2/17/2025Cetera Investment Advisers444,864$34.90M0.1%+30.8%1.220%
2/17/2025Baird Financial Group Inc.38,615$3.03M0.0%-29.4%0.106%
2/17/2025Bank of America Corp DE1,378,342$108.15M0.0%+16.0%3.780%
2/17/2025Benjamin Edwards Inc.107,541$8.44M0.1%+9.2%0.295%
2/17/2025BNP Paribas Financial Markets50,000$3.92M0.0%N/A0.137%
2/17/2025Ameriprise Financial Inc.436,140$34.22M0.0%+13.3%1.196%
(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, 331 institutional investors and hedge funds held shares of First Trust NASDAQ Technology Dividend Index Fund. The most heavily invested institutionals were LPL Financial LLC ($176.33M), Wells Fargo & Company MN ($132.21M), Bank of America Corp DE ($108.15M), Raymond James Financial Inc. ($96.39M), Raymond James Financial Services Advisors Inc. ($70.36M), UBS Group AG ($69.40M), and Envestnet Asset Management Inc. ($45.98M).Learn more on TDIV's institutional investors.

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

Of the 283 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: Raymond James Financial Inc. ($1.23M), LPL Financial LLC ($1.04M), International Assets Investment Management LLC ($369.23K), Envestnet Asset Management Inc. ($346.40K), Cetera Advisors LLC ($284.46K), Global Assets Advisory LLC ($279.20K), and Cetera Investment Advisers ($268.01K).

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

Institutional investors have bought a total of 9,207,014 shares in the last 24 months. This purchase volume represents approximately $680.45M in transactions.

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

Of the 177 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: UBS Group AG ($238.97K), Mirae Asset Global Investments Co. Ltd. ($121.77K), Osaic Holdings Inc. ($115.35K), Ethos Financial Group LLC ($109.53K), Arden Trust Co ($103.10K), Raymond James Financial Services Advisors Inc. ($82.10K), and Apeiron RIA LLC ($72.95K).

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

Institutional investors have sold a total of 2,096,170 shares in the last 24 months. This volume of shares sold represents approximately $155.85M in transactions.



This page (NASDAQ:TDIV) was last updated on 5/2/2025 by MarketBeat.com Staff
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