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

First Trust NASDAQ Technology Dividend Index Fund logo
$99.82 +0.33 (+0.33%)
As of 10/20/2025 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$428.73M
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$158.38M
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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
10/20/2025Pinnacle Wealth Management Advisory Group LLC6,300$621K0.0%-10.0%0.017%
10/20/2025Avaii Wealth Management LLC111,028$10.95M4.2%+3.5%0.292%
10/20/2025Masso Torrence Wealth Management Inc.2,120$209K0.1%N/A0.006%
10/20/2025Lee Johnson Capital Management LLC3,871$382K0.1%N/A0.010%
10/20/2025Mid American Wealth Advisory Group Inc.7,281$718K0.3%+15.4%0.019%
10/20/2025Access Financial Services Inc.3,946$389K0.1%-16.1%0.010%
10/20/2025Sax Wealth Advisors LLC2,152$212K0.0%N/A0.006%
10/20/2025Great Diamond Partners LLC47,292$4.66M0.9%-2.9%0.124%
10/20/2025Advanced Asset Management Advisors Inc4,077$402K0.1%-8.1%0.011%
10/17/2025Kaydan Wealth Management Inc.29,988$2.96M0.8%+1.8%0.079%
10/17/2025Perigon Wealth Management LLC2,360$233K0.0%N/A0.006%
10/17/2025Sowell Financial Services LLC2,753$271K0.0%N/A0.007%
10/17/2025Apollon Wealth Management LLC9,009$888K0.0%-6.3%0.024%
10/16/2025 Columbus Macro LLC2,318$229K0.0%N/A0.006%
10/16/2025 Hengehold Capital Management LLC61,464$6.06M0.5%+1.3%0.161%
10/16/2025 Capital Advisors Ltd. LLC42,200$4.16M0.5%+6.5%0.111%
10/16/2025 HBW Advisory Services LLC5,581$550K0.1%+8.8%0.015%
10/16/2025 Randall & Associates Wealth Management18,610$1.84M1.3%-12.3%0.049%
10/15/2025 Independent Wealth Network Inc.2,118$209K0.1%N/A0.006%
10/15/2025 Iams Wealth Management LLC39,442$3.89M1.6%-2.2%0.104%
10/15/2025 Sagace Wealth Management LLC30,304$2.99M2.0%-14.5%0.080%
10/15/2025 Ballew Advisors Inc30,796$3.05M1.7%-1.6%0.081%
10/15/2025 World Investment Advisors45,992$4.53M0.1%+2.8%0.121%
10/15/2025 Brookstone Capital Management19,636$1.94M0.0%N/A0.052%
10/15/2025 Private Trust Co. NA2,051$202K0.0%+9.4%0.005%
10/15/2025 Founders Financial Securities LLC3,919$386K0.0%+11.4%0.010%
10/15/2025 DAVENPORT & Co LLC10,357$1.02M0.0%+5.7%0.027%
10/14/2025 Apeiron RIA LLC18,147$1.80M0.4%-5.8%0.048%
10/14/2025 Farther Finance Advisors LLC1,036$102K0.0%+18.1%0.003%
10/14/2025 Elevation Wealth Partners LLC551$54K0.0%N/A0.001%
10/10/2025 ABLE Financial Group LLC5,773$569K0.1%-1.9%0.015%
10/10/2025 Fifth Third Securities Inc.7,366$726K0.0%-7.0%0.019%
10/9/2025 Redhawk Wealth Advisors Inc.11,125$1.10M0.1%-13.3%0.029%
10/8/2025 Rise Advisors LLC701$69K0.0%-33.0%0.002%
10/8/2025 Asset Allocation Strategies LLC4,068$401K0.1%+79.7%0.011%
10/7/2025 Defined Wealth Management LLC46,262$4.56M2.6%-0.2%0.121%
10/7/2025 EWG Elevate Inc.19,459$1.92M0.6%N/A0.051%
10/6/2025 Clarus Wealth Advisors7,528$750K0.3%-6.0%0.020%
10/3/2025 Jackson Wealth Management LLC26,114$2.58M0.3%N/A0.071%
10/3/2025 Summit Financial Wealth Advisors LLC3,025$301K0.0%-6.2%0.008%
10/1/2025 Park National Corp OH269,036$26.52M0.8%-8.7%0.730%
10/1/2025 Hobart Private Capital LLC51,944$5.12M1.1%-1.3%0.141%
9/26/2025Corient Private Wealth LLC2,621$236K0.0%N/A0.007%
9/25/2025National Wealth Management Group LLC6,851$618K0.3%-59.6%0.019%
9/11/2025Milestones Private Investment Advisors LLC2,702$244K0.2%N/A0.007%
9/10/2025WT Wealth Management2,450$221K0.1%N/A0.007%
9/4/2025Osaic Holdings Inc.360,819$32.40M0.1%+4.6%0.979%
8/29/2025Evolution Wealth Management Inc.751$68K0.1%N/A0.002%
8/27/2025Orion Porfolio Solutions LLC112,294$10.13M0.1%-10.6%0.305%
8/26/2025Thrivent Financial for Lutherans7,376$665K0.0%N/A0.020%
8/20/2025Coppell Advisory Solutions LLC27,296$2.43M0.3%-32.6%0.074%
8/19/2025Advisory Services Network LLC6,480$586K0.0%+10.7%0.018%
8/19/2025Asset Dedication LLC1,477$133K0.0%+84.6%0.004%
8/18/2025Tyler Stone Wealth Management40,793$3.68M0.6%-5.7%0.111%
8/18/2025N.E.W. Advisory Services LLC428$39K0.0%-97.5%0.001%
8/18/2025Geneos Wealth Management Inc.7,136$643K0.0%+58.1%0.019%
8/18/2025Kestra Investment Management LLC182,749$16.48M0.5%-46.7%0.496%
8/16/2025Parr Mcknight Wealth Management Group LLC2,521$227K0.0%N/A0.007%
8/15/2025Corient Private Wealth LLC2,621$236K0.0%N/A0.007%
8/15/2025Equitable Holdings Inc.139,404$12.57M0.1%+2.3%0.378%
8/15/2025FSB Premier Wealth Management Inc.25,750$2.32M0.8%-7.5%0.070%
8/15/2025Visionary Wealth Advisors5,460$492K0.0%+3.0%0.015%
8/15/2025Snowden Capital Advisors LLC54,400$4.91M0.1%+2.3%0.148%
8/15/2025Orion Porfolio Solutions LLC89,340$8.06M0.1%-28.9%0.242%
8/15/2025MML Investors Services LLC72,336$6.52M0.0%+10.1%0.196%
8/15/2025Great Valley Advisor Group Inc.12,361$1.12M0.0%+1.0%0.034%
8/15/2025EP Wealth Advisors LLC5,462$493K0.0%-14.8%0.015%
8/15/2025Benjamin Edwards Inc.132,965$11.99M0.2%+7.5%0.361%
8/15/2025BNP Paribas Financial Markets100,000$9.02M0.0%+100.0%0.271%
8/15/2025Bank of America Corp DE1,375,096$123.99M0.0%-1.2%3.732%
8/15/2025Ameriprise Financial Inc.449,859$40.57M0.0%+3.5%1.221%
8/14/2025Raymond 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%
8/14/2025Main Street Financial Solutions LLC37,658$3.40M0.2%-1.5%0.102%
8/14/2025NewEdge Advisors LLC177,275$15.99M0.1%-3.7%0.481%
8/14/2025Qube Research & Technologies Ltd9,014$813K0.0%+3,107.8%0.024%
8/14/2025Cerity Partners LLC2,463$222K0.0%N/A0.007%
8/13/2025StoneX Group Inc.54,226$4.89M0.2%-3.4%0.147%
8/13/2025Gateway Wealth Partners LLC45,409$4.10M0.8%-5.2%0.123%
8/13/2025Great Diamond Partners LLC48,688$4.39M0.9%-4.4%0.132%
8/13/2025Smith Moore & CO.3,279$296K0.0%+9.3%0.009%
8/13/2025Pursue Wealth Partners LLC81,511$7.35M4.2%+1.3%0.221%
8/13/2025Quadrature Capital Ltd5,182$468K0.0%N/A0.014%
8/13/2025Northwestern Mutual Wealth Management Co.14,998$1.35M0.0%-3.1%0.041%
8/12/2025J.W. Cole Advisors Inc.37,354$3.37M0.1%+62.0%0.101%
8/12/2025Richmond Investment Services LLC8,243$743K0.2%+56.2%0.022%
8/12/2025Financial Advocates Investment Management45,951$4.14M0.3%+7.2%0.125%
8/12/2025Steward Partners Investment Advisory LLC75,310$6.79M0.1%+0.2%0.204%
8/12/2025CreativeOne Wealth LLC12,518$1.13M0.0%+37.3%0.034%
8/12/2025Global Retirement Partners LLC21,807$1.97M0.0%N/A0.059%
8/12/2025WealthBridge Capital Management LLC5,159$465K0.1%-13.1%0.014%
8/12/2025JPMorgan Chase & Co.40,017$3.61M0.0%-4.3%0.109%
8/12/2025Howe & Rusling Inc.3,477$314K0.0%+16.8%0.009%
8/11/2025United Advisor Group LLC5,251$473K0.1%+8.0%0.014%
8/8/2025MTM Investment Management LLC20,602$1.86M0.6%+4.5%0.056%
8/8/2025Rockefeller Capital Management L.P.52,498$4.73M0.0%+29.1%0.142%
8/8/2025Kingsview Wealth Management LLC22,272$2.01M0.0%-1.5%0.060%
8/8/2025Avantax Advisory Services Inc.72,564$6.54M0.0%+8.4%0.197%
8/8/2025Cetera Investment Advisers429,579$38.74M0.1%+1.0%1.166%
8/8/2025Flaharty Asset Management LLC270,102$24.36M5.0%+2.1%0.733%
(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, 362 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 316 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 5,332,711 shares in the last 24 months. This purchase volume represents approximately $428.70M in transactions.

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

Of the 155 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 1,929,143 shares in the last 24 months. This volume of shares sold represents approximately $158.41M in transactions.


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This page (NASDAQ:TDIV) was last updated on 10/21/2025 by MarketBeat.com Staff
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