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

First Trust NASDAQ Technology Dividend Index Fund logo
$97.08 -0.82 (-0.84%)
As of 04:00 PM Eastern
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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)
239
Total
Institutional Inflows
(last 12 months)
$433.41M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$155.27M
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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
9/11/2025Milestones Private Investment Advisors LLC2,702$244K0.2%N/A0.007%
9/10/2025 WT Wealth Management2,450$221K0.1%N/A0.007%
9/4/2025 Osaic Holdings Inc.360,819$32.40M0.1%+4.6%0.979%
8/29/2025 Evolution Wealth Management Inc.751$68K0.1%N/A0.002%
8/27/2025 Orion Porfolio Solutions LLC112,294$10.13M0.1%-10.6%0.305%
8/26/2025 Thrivent Financial for Lutherans7,376$665K0.0%N/A0.020%
8/20/2025 Coppell Advisory Solutions LLC27,296$2.43M0.3%-32.6%0.074%
8/19/2025 Advisory Services Network LLC6,480$586K0.0%+10.7%0.018%
8/19/2025 Asset Dedication LLC1,477$133K0.0%+84.6%0.004%
8/18/2025 Tyler Stone Wealth Management40,793$3.68M0.6%-5.7%0.111%
8/18/2025 N.E.W. Advisory Services LLC428$39K0.0%-97.5%0.001%
8/18/2025 Geneos Wealth Management Inc.7,136$643K0.0%+58.1%0.019%
8/18/2025 Kestra Investment Management LLC182,749$16.48M0.5%-46.7%0.496%
8/16/2025 Parr Mcknight Wealth Management Group LLC2,521$227K0.0%N/A0.007%
8/15/2025 Corient Private Wealth LLC2,621$236K0.0%N/A0.007%
8/15/2025 Equitable Holdings Inc.139,404$12.57M0.1%+2.3%0.378%
8/15/2025 FSB Premier Wealth Management Inc.25,750$2.32M0.8%-7.5%0.070%
8/15/2025 Visionary Wealth Advisors5,460$492K0.0%+3.0%0.015%
8/15/2025 Snowden Capital Advisors LLC54,400$4.91M0.1%+2.3%0.148%
8/15/2025 Orion Porfolio Solutions LLC89,340$8.06M0.1%-28.9%0.242%
8/15/2025 MML Investors Services LLC72,336$6.52M0.0%+10.1%0.196%
8/15/2025 Great Valley Advisor Group Inc.12,361$1.12M0.0%+1.0%0.034%
8/15/2025 EP Wealth Advisors LLC5,462$493K0.0%-14.8%0.015%
8/15/2025 Benjamin Edwards Inc.132,965$11.99M0.2%+7.5%0.361%
8/15/2025 BNP Paribas Financial Markets100,000$9.02M0.0%+100.0%0.271%
8/15/2025 Bank of America Corp DE1,375,096$123.99M0.0%-1.2%3.732%
8/15/2025 Ameriprise Financial Inc.449,859$40.57M0.0%+3.5%1.221%
8/14/2025 Raymond James Financial Inc.1,386,401$125.01M0.0%+17.1%3.762%
8/14/2025 Darwin Wealth Management LLC740$67K0.0%N/A0.002%
8/14/2025 Main Street Financial Solutions LLC37,658$3.40M0.2%-1.5%0.102%
8/14/2025 NewEdge Advisors LLC177,275$15.99M0.1%-3.7%0.481%
8/14/2025 Qube Research & Technologies Ltd9,014$813K0.0%+3,107.8%0.024%
8/14/2025 Cerity Partners LLC2,463$222K0.0%N/A0.007%
8/13/2025 StoneX Group Inc.54,226$4.89M0.2%-3.4%0.147%
8/13/2025 Gateway Wealth Partners LLC45,409$4.10M0.8%-5.2%0.123%
8/13/2025 Great Diamond Partners LLC48,688$4.39M0.9%-4.4%0.132%
8/13/2025 Smith Moore & CO.3,279$296K0.0%+9.3%0.009%
8/13/2025 Pursue Wealth Partners LLC81,511$7.35M4.2%+1.3%0.221%
8/13/2025 Quadrature Capital Ltd5,182$468K0.0%N/A0.014%
8/13/2025 Northwestern Mutual Wealth Management Co.14,998$1.35M0.0%-3.1%0.041%
8/12/2025 J.W. Cole Advisors Inc.37,354$3.37M0.1%+62.0%0.101%
8/12/2025 Richmond Investment Services LLC8,243$743K0.2%+56.2%0.022%
8/12/2025 Financial Advocates Investment Management45,951$4.14M0.3%+7.2%0.125%
8/12/2025 Steward Partners Investment Advisory LLC75,310$6.79M0.1%+0.2%0.204%
8/12/2025 CreativeOne Wealth LLC12,518$1.13M0.0%+37.3%0.034%
8/12/2025 Global Retirement Partners LLC21,807$1.97M0.0%N/A0.059%
8/12/2025 WealthBridge Capital Management LLC5,159$465K0.1%-13.1%0.014%
8/12/2025 JPMorgan Chase & Co.40,017$3.61M0.0%-4.3%0.109%
8/12/2025 Howe & Rusling Inc.3,477$314K0.0%+16.8%0.009%
8/11/2025 United Advisor Group LLC5,251$473K0.1%+8.0%0.014%
8/8/2025 MTM Investment Management LLC20,602$1.86M0.6%+4.5%0.056%
8/8/2025 Rockefeller Capital Management L.P.52,498$4.73M0.0%+29.1%0.142%
8/8/2025 Kingsview Wealth Management LLC22,272$2.01M0.0%-1.5%0.060%
8/8/2025 Avantax Advisory Services Inc.72,564$6.54M0.0%+8.4%0.197%
8/8/2025 Cetera Investment Advisers429,579$38.74M0.1%+1.0%1.166%
8/8/2025 Flaharty Asset Management LLC270,102$24.36M5.0%+2.1%0.733%
8/8/2025 Creative Planning278,181$25.08M0.0%-0.6%0.755%
8/7/2025 New England Private Wealth Advisors LLC142,788$13.10M1.9%-8.1%0.387%
8/7/2025 Allworth Financial LP633$57K0.0%+57.9%0.002%
8/7/2025 Summit X LLC24,442$2.20M0.4%N/A0.066%
8/7/2025 PFG Advisors11,543$1.04M0.0%-32.3%0.031%
8/6/2025 AE Wealth Management LLC39,458$3.56M0.0%-25.2%0.107%
8/6/2025 Ethos Financial Group LLC81,312$7.33M0.6%+2,146.8%0.221%
8/6/2025 RFG Bristol Wealth Advisors LLC12,906$1.16M0.4%+29.6%0.035%
8/6/2025 Cherry Creek Investment Advisors Inc.135,883$12.25M5.7%-6.8%0.369%
8/5/2025 Claro Advisors LLC4,799$433K0.1%+5.7%0.013%
8/5/2025 Advisors Preferred LLC2,076$187K0.0%N/A0.006%
8/5/2025 Key Financial Inc3,510$316K0.1%+11.7%0.010%
8/5/2025 Holistic Financial Partners15,159$1.37M0.6%+132.6%0.041%
8/5/2025 Northcape Wealth Management LLC3,908$352K0.1%-11.4%0.011%
8/5/2025 Sigma Planning Corp70,377$6.35M0.2%-38.4%0.191%
8/4/2025 AlphaStar Capital Management LLC14,600$1.32M0.1%+78.2%0.040%
8/4/2025 Integrity Alliance LLC.10,368$935K0.1%-20.4%0.028%
8/4/2025 Creekmur Asset Management LLC706$64K0.0%-33.8%0.002%
8/4/2025 Kovack Advisors Inc.2,665$240K0.0%N/A0.007%
8/4/2025 IFG Advisory LLC5,320$480K0.0%+6.5%0.014%
8/4/2025 Atria Investments Inc43,027$3.88M0.0%-2.7%0.117%
8/4/2025 Assetmark Inc.159,187$14.35M0.0%+7.2%0.432%
8/4/2025 World Investment Advisors44,751$4.04M0.1%+9.5%0.121%
8/4/2025 Daymark Wealth Partners LLC6,886$621K0.0%+59.9%0.019%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.19,655$1.77M0.0%+21.1%0.053%
8/4/2025 Wealth Management Associates Inc.57,111$5.15M2.0%-6.4%0.155%
8/1/2025 Reliant Investment Partners LLC13,217$1.19M1.0%-2.0%0.036%
8/1/2025 Wealth Watch Advisors INC6,156$555K0.3%+13.5%0.017%
8/1/2025 Brookwood Investment Group LLC4,419$398K0.1%N/A0.012%
8/1/2025 Envestnet 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%
(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, 353 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), Raymond James Financial Inc. ($125.01M), Bank of America Corp DE ($123.99M), 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 307 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. ($1.43M), International Assets Investment Management LLC ($369.23K), Envestnet Asset Management Inc. ($365.06K), Kestra Investment Management LLC ($347.27K), Cetera Advisors LLC ($282.83K), 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 5,413,822 shares in the last 24 months. This purchase volume represents approximately $433.41M in transactions.

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

Of the 161 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: Kestra Investment Management LLC ($164.52K), Concorde Asset Management LLC ($124.10K), 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), and Wells Fargo & Company MN ($66.08K).

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

Institutional investors have sold a total of 1,901,459 shares in the last 24 months. This volume of shares sold represents approximately $155.27M in transactions.


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This page (NASDAQ:TDIV) was last updated on 9/12/2025 by MarketBeat.com Staff
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