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

First Trust NASDAQ Technology Dividend Index Fund logo
$89.27 -1.22 (-1.35%)
As of 08/1/2025 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
221
Total
Institutional Inflows
(last 12 months)
$411.88M
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$127.70M
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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
8/1/2025Reliant Investment Partners LLC13,217$1.19M1.0%-2.0%0.036%
8/1/2025Wealth Watch Advisors INC6,156$555K0.3%+13.5%0.017%
8/1/2025Brookwood Investment Group LLC4,419$398K0.1%N/A0.012%
8/1/2025Envestnet Asset Management Inc.853,225$76.94M0.0%+36.6%2.328%
7/31/2025 Wealthfront Advisers LLC37,509$3.38M0.0%-3.9%0.103%
7/31/2025 Brighton Jones LLC2,865$258K0.0%N/A0.008%
7/31/2025 Focus Partners Advisor Solutions LLC2,477$223K0.0%N/A0.007%
7/31/2025 Hobart Private Capital LLC52,637$4.75M1.1%+20.4%0.144%
7/31/2025 Ranch Capital Advisors Inc.41,595$3.75M1.6%+6.0%0.114%
7/30/2025 Prosperity Financial Group Inc.32,195$2.90M1.2%+2.3%0.088%
7/30/2025 BlueChip Wealth Advisors LLC49,416$4.46M1.8%+2.4%0.135%
7/30/2025 D.A. Davidson & CO.209,710$18.91M0.1%+0.6%0.574%
7/30/2025 Mid American Wealth Advisory Group Inc.6,307$569K0.3%+73.5%0.017%
7/30/2025 Financial Perspectives Inc10,368$935K0.3%+7.1%0.028%
7/29/2025 Chicago Partners Investment Group LLC39,131$3.58M0.1%-2.5%0.107%
7/29/2025 Cottonwood Capital Advisors LLC40,878$3.69M2.5%-0.8%0.112%
7/29/2025 Koshinski Asset Management Inc.17,868$1.61M0.1%-2.6%0.049%
7/29/2025 ShoreHaven Wealth Partners LLC2,423$218K0.1%N/A0.007%
7/29/2025 Huntleigh Advisors Inc.19,129$1.73M0.3%+26.0%0.052%
7/29/2025 Stratos Wealth Partners LTD.100,897$9.10M0.1%-5.0%0.276%
7/29/2025 Private Trust Co. NA1,874$169K0.0%-25.3%0.005%
7/28/2025 WealthPlan Investment Management LLC24,846$2.24M0.2%+2.6%0.068%
7/28/2025 Sagace Wealth Management LLC35,438$3.20M2.4%+97.8%0.097%
7/28/2025 Mutual Advisors LLC4,348$396K0.0%-7.4%0.012%
7/28/2025 Harbour Investments Inc.54,249$4.89M0.1%-14.3%0.148%
7/28/2025 RFG Advisory LLC10,981$990K0.0%-7.8%0.030%
7/25/2025 Atria Wealth Solutions Inc.11,462$1.05M0.0%-85.2%0.031%
7/25/2025 Envestnet Portfolio Solutions Inc.69,195$6.24M0.0%-24.0%0.189%
7/25/2025 Endowment Wealth Management Inc.3,837$346K0.2%+23.7%0.010%
7/25/2025 Hazlett Burt & Watson Inc.2,665$241K0.1%-6.2%0.007%
7/25/2025 Genesee Capital Advisors LLC4,541$409K0.2%-5.5%0.012%
7/25/2025 Prostatis Group LLC11,761$1.06M0.3%-44.8%0.032%
7/25/2025 CWM LLC46,101$4.16M0.0%+1.2%0.126%
7/25/2025 Concurrent Investment Advisors LLC17,194$1.55M0.0%-3.8%0.047%
7/25/2025 Apollon Wealth Management LLC9,619$867K0.0%+11.5%0.026%
7/24/2025 Trust Co. of Toledo NA OH540$49K0.0%N/A0.001%
7/24/2025 Blue Trust Inc.301$27K0.0%N/A0.001%
7/24/2025 Robertson Stephens Wealth Management LLC2,674$241K0.0%-97.6%0.007%
7/24/2025 IFP Advisors Inc41,593$3.75M0.1%-5.6%0.113%
7/24/2025 Advanced Asset Management Advisors Inc4,435$400K0.1%-11.5%0.012%
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7/24/2025 Capital Advisors Ltd. LLC39,634$3.57M0.4%-0.8%0.108%
7/24/2025 US Bancorp DE65,082$5.87M0.0%+41.4%0.178%
7/23/2025 Morey & Quinn Wealth Partners LLC34,640$3.12M2.5%+2.6%0.095%
7/23/2025 Eagle Strategies LLC29,719$2.68M0.4%N/A0.081%
7/23/2025 REAP Financial Group LLC1,344$121K0.0%+39.1%0.004%
7/23/2025 Kingswood Wealth Advisors LLC15,006$1.35M0.1%-79.1%0.041%
7/23/2025 Gentry Private Wealth LLC6,839$617K0.5%+3.0%0.019%
7/23/2025 Trueblood Wealth Management LLC2,362$213K0.1%N/A0.006%
7/23/2025 Bennett Associates Wealth Management21,213$1.91M1.5%-13.8%0.058%
7/23/2025 SteelPeak Wealth LLC9,212$831K0.0%+6.4%0.025%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.3,092$279K0.1%-17.7%0.008%
7/22/2025 DAVENPORT & Co LLC9,795$883K0.0%-1.1%0.027%
7/22/2025 Global Assets Advisory LLC3,692$333K0.1%-66.8%0.010%
7/22/2025 Simplicity Wealth LLC3,021$272K0.0%N/A0.008%
7/22/2025 Private Wealth Group LLC111,415$10.05M5.3%+13.9%0.304%
7/21/2025 Ameritas Advisory Services LLC3,070$277K0.0%-23.7%0.008%
7/21/2025 DHJJ Financial Advisors Ltd.20,375$1.84M0.7%-1.6%0.056%
7/21/2025 Synergy Asset Management LLC27,046$2.44M0.3%N/A0.074%
7/21/2025 TFG Advisers LLC19,270$1.74M0.6%+1.5%0.053%
7/18/2025 Madrona Financial Services LLC11,267$1.02M0.2%+6.0%0.031%
7/18/2025 SOA Wealth Advisors LLC.87,906$88K0.0%-8.3%0.240%
7/18/2025 First Pacific Financial300$27K0.0%N/A0.001%
7/18/2025 PFG Investments LLC5,595$504K0.0%-19.5%0.015%
7/17/2025 Janney Montgomery Scott LLC161,028$14.52M0.0%+2.6%0.439%
7/17/2025 Fifth Third Securities Inc.7,922$714K0.1%-13.1%0.022%
7/17/2025 Hengehold Capital Management LLC60,663$5.47M0.5%+2.0%0.166%
7/16/2025 Meridian Investment Counsel Inc.2,400$216K0.1%N/A0.007%
7/16/2025 Novem Group3,911$353K0.0%N/A0.011%
7/16/2025 Owen LaRue LLC3,437$310K0.1%-19.2%0.009%
7/15/2025 Traction Financial Partners LLC7,747$699K0.5%N/A0.021%
7/15/2025 World Equity Group Inc.25,296$2.28M0.6%+7.2%0.069%
7/15/2025 tru Independence LLC2,572$232K0.1%N/A0.007%
7/14/2025 AdvisorNet Financial Inc1,629$147K0.0%+21.0%0.004%
7/14/2025 ABLE Financial Group LLC5,887$531K0.1%-23.9%0.016%
7/14/2025 Iams Wealth Management LLC40,324$3.64M1.7%-15.6%0.110%
7/14/2025 Park Avenue Securities LLC47,640$4.30M0.0%N/A0.130%
7/11/2025 Farther Finance Advisors LLC877$79K0.0%-95.7%0.002%
7/11/2025 Silver Oak Securities Incorporated35,708$3.22M0.3%-0.9%0.097%
7/11/2025 Kaydan Wealth Management Inc.29,450$2.66M0.9%-1.1%0.080%
7/10/2025 Redhawk Wealth Advisors Inc.12,827$1.16M0.1%-20.3%0.035%
7/10/2025 Wealth Enhancement Advisory Services LLC42,904$3.96M0.0%+12.8%0.117%
7/9/2025 Defined Wealth Management LLC46,371$4.18M2.6%-2.0%0.127%
7/9/2025 Berkshire Bank4,632$418K0.1%-18.9%0.013%
7/9/2025 Clarus Wealth Advisors8,010$737K0.3%-11.1%0.022%
7/9/2025 Sandbox Financial Partners LLC2,225$201K0.1%N/A0.006%
7/8/2025 Rise Advisors LLC1,047$94K0.0%-49.8%0.003%
7/8/2025 NBC Securities Inc.11,806$1.06M0.1%+40.8%0.032%
7/7/2025 Nova Wealth Management Inc.6,821$615K0.5%+12.5%0.019%
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%
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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%
5/29/2025 Nova 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%
(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, 343 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), Envestnet Asset Management Inc. ($76.94M), Raymond James Financial Services Advisors Inc. ($70.36M), and UBS Group AG ($69.40M).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 297 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), Envestnet Asset Management Inc. ($458.76K), 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 LPL Financial LLC ($272.89K).

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

Institutional investors have bought a total of 5,237,869 shares in the last 24 months. This purchase volume represents approximately $411.88M in transactions.

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

Of the 160 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), Robertson Stephens Wealth Management LLC ($108.98K), Atria Wealth Solutions Inc. ($90.47K), Wells Fargo & Company MN ($66.08K), and Kingswood Wealth Advisors LLC ($56.66K).

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

Institutional investors have sold a total of 1,609,076 shares in the last 24 months. This volume of shares sold represents approximately $127.70M in transactions.



This page (NASDAQ:TDIV) was last updated on 8/2/2025 by MarketBeat.com Staff
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