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

First Trust NASDAQ Technology Dividend Index Fund logo
$111.22 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$111.00 -0.22 (-0.20%)
As of 07/2/2026 06:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
265
Total
Institutional Inflows
(last 12 months)
$388.69M
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$171.04M
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Skip Chart & View Institutional Buying and Selling Data

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
7/2/2026 CX Institutional2,806$322K0.0%-12.5%0.007%
6/18/2026Western Wealth Management LLC7,777$728K0.0%-1.3%0.021%
6/10/2026FAS Wealth Partners Inc.5,663$530K0.0%-4.4%0.015%
6/8/2026Pine Valley Investments Ltd Liability Co130,979$12.27M0.6%-9.0%0.346%
6/4/2026Midwest Financial Network LLC31,164$2.92M2.3%-13.0%0.082%
6/3/2026Parallel Advisors LLC5,632$527K0.0%+5,532.0%0.015%
6/3/2026NewEdge Advisors LLC397,640$37.24M0.1%+32.3%1.049%
6/1/2026Concorde Asset Management LLC48,395$4.53M2.2%-13.3%0.128%
5/27/2026Allen Capital Group LLC12,894$1.21M0.1%-1.8%0.034%
5/19/2026Western Wealth Management LLC7,777$728K0.0%-1.3%0.021%
5/19/2026NewEdge Advisors LLC313,180$29.33M0.6%+4.2%0.826%
5/19/2026Bank of America Corp DE1,485,495$139.13M0.0%+7.6%3.920%
5/19/2026Centaurus Financial Inc.3,112$291K0.0%+22.3%0.008%
5/19/2026Arkadios Wealth Advisors10,463$980K0.0%+7.4%0.028%
5/19/2026IFS Group LLC5,356$502K0.4%N/A0.014%
5/18/2026Sunbelt Securities Inc.506$47K0.0%+65.4%0.001%
5/18/2026Royal Bank of Canada541,365$50.71M0.0%-11.2%1.428%
5/16/2026Quantinno Capital Management LP3,169$297K0.0%-14.0%0.008%
5/15/2026Gateway Wealth Partners LLC113,434$10.62M0.4%+123.9%0.299%
5/15/2026Wealth Watch Advisors INC7,676$719K0.3%-16.5%0.020%
5/14/2026Modern Wealth Management LLC5,306$499K0.0%-19.7%0.014%
5/14/2026Lido Advisors LLC40,409$3.79M0.0%-4.1%0.107%
5/13/2026Cetera Investment Advisers489,789$45.87M0.0%-0.3%1.292%
5/8/2026PNC Financial Services Group Inc.2,970$278K0.0%-36.6%0.008%
5/7/2026Parallel Advisors LLC5,632$527K0.0%+5,532.0%0.015%
5/7/2026Spartan Wealth Advisory Services LLC10,328$967K0.1%N/A0.027%
5/6/2026MTM Investment Management LLC21,393$2.00M0.6%+4.2%0.056%
5/6/2026Ranch Capital Advisors Inc.43,307$4.06M1.5%+0.9%0.114%
5/6/2026Assetmark Inc.184,218$17.25M0.0%+8.9%0.486%
5/6/2026Bessemer Group Inc.2,200$206K0.0%N/A0.006%
5/6/2026SteelPeak Wealth LLC2,596$243K0.0%-54.8%0.007%
5/6/2026Independent Financial Group LLC16,848$1.58M0.0%N/A0.044%
5/5/2026Wealthfront Advisers LLC35,424$3.32M0.0%-10.4%0.093%
5/5/2026D.A. Davidson & CO.158,306$14.83M0.1%-22.9%0.418%
5/5/2026Bank of New York Mellon Corp57,109$5.35M0.0%+6.0%0.151%
5/5/2026Blackhawk Capital Partners LLC15,599$1.46M0.5%+5.9%0.041%
5/5/2026Gentry Private Wealth LLC3,923$367K0.2%+9.6%0.010%
5/5/2026Geneos Wealth Management Inc.8,659$811K0.0%+2.5%0.023%
5/5/2026Sanctuary Advisors LLC25,608$2.40M0.0%+7.6%0.068%
5/5/2026BlueChip Wealth Advisors LLC47,913$4.49M2.0%-0.8%0.126%
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5/5/2026Sigma Planning Corp58,824$5.51M0.2%+0.6%0.155%
5/4/2026HBW Advisory Services LLC15,907$1.49M0.2%+3.8%0.042%
5/4/2026Chicago Partners Investment Group LLC34,071$3.19M0.1%-5.7%0.090%
5/2/2026International Assets Investment Management LLC3,225$303K0.0%+8.5%0.009%
5/1/2026Seneca House Advisors2,735$256K0.1%-5.1%0.007%
5/1/2026Fifth Third Bancorp15,776$1.48M0.0%+9,180.0%0.042%
5/1/2026Simplicity Wealth LLC2,589$243K0.0%-11.2%0.007%
5/1/2026Sequoia Financial Advisors LLC3,586$336K0.0%+3.6%0.009%
4/30/2026Torren Management LLC398$37K0.0%N/A0.001%
4/30/2026Elevated Capital Advisors LLC9,070$850K0.2%-2.1%0.024%
4/30/2026Cherry Creek Investment Advisors Inc.138,106$12.94M5.6%+0.3%0.364%
4/30/2026Kestra Advisory Services LLC183,492$17.19M0.1%+203.8%0.484%
4/29/2026Sagace Wealth Management LLC34,052$3.19M2.1%+16.1%0.090%
4/29/2026Beacon Bank & Trust5,126$480K0.1%+10.7%0.014%
4/28/2026Stephens Inc. AR5,260$493K0.0%+27.1%0.014%
4/28/2026Paller Financial Services Inc29,914$2.80M2.3%-4.1%0.079%
4/27/2026PFG Investments LLC5,654$530K0.0%-8.8%0.015%
4/27/2026World Investment Advisors44,108$4.13M0.1%+3.0%0.116%
4/27/2026Private Advisor Group LLC36,311$3.40M0.0%+1.6%0.096%
4/27/2026Platform Technology Partners3,017$283K0.1%+5.5%0.008%
4/27/2026Sound Income Strategies LLC2,207$207K0.0%-6.7%0.006%
4/24/2026Root Financial Partners LLC350$33K0.0%N/A0.001%
4/24/2026Harbor Investment Advisory LLC5,510$516K0.0%-13.7%0.015%
4/23/2026Private Wealth Group LLC98,281$9.21M4.3%+4.2%0.259%
4/23/2026Asset Allocation Strategies LLC8,263$774K0.1%+8.7%0.022%
4/23/2026Apollon Wealth Management LLC8,397$786K0.0%-2.4%0.022%
4/23/2026Formidable Asset Management LLC3,468$336K0.1%N/A0.009%
4/22/2026Janney Montgomery Scott LLC164,839$15.44M0.0%-3.7%0.435%
4/22/2026WT Wealth Management2,171$203K0.1%-6.9%0.006%
4/21/2026Sequent Planning LLC16,283$1.53M0.4%+6.0%0.043%
4/21/2026Silver Oak Securities Incorporated29,246$2.74M0.2%-25.9%0.077%
4/20/2026Kestra Private Wealth Services LLC8,706$815K0.0%-70.7%0.023%
4/20/2026RFG Advisory LLC17,760$1.66M0.0%+136.0%0.047%
4/17/2026Krilogy Financial LLC4,835$500K0.0%-2.8%0.013%
4/17/2026Cottonwood Capital Advisors LLC38,879$3.64M2.6%-2.8%0.103%
4/17/2026AdvisorNet Financial Inc899$84K0.0%-26.9%0.002%
4/17/2026Defined Wealth Management LLC46,045$4.31M2.5%+0.2%0.121%
4/17/2026Capital Advisors Ltd. LLC65,912$6.17M0.7%+44.4%0.174%
4/16/2026Park National Corp OH260,389$24.39M0.7%-0.2%0.687%
4/16/2026Founders Financial Securities LLC2,496$241K0.0%-46.1%0.007%
4/15/2026Nations Financial Group Inc. IA ADV5,452$511K0.0%-2.2%0.014%
3/17/2026Rockefeller Capital Management L.P.65,720$6.36M0.0%+14.7%0.172%
3/13/2026World Investment Advisors42,836$4.15M0.1%-6.9%0.112%
3/4/2026Pure Financial Advisors LLC3,946$382K0.0%-30.0%0.010%
3/4/2026SHP Wealth Management4,000$387K0.0%N/A0.010%
2/20/2026Catalyst Investment Management LLC57,703$5.59M5.3%N/A0.151%
2/19/2026Briggs Wealth Management Inc6,787$657K0.7%N/A0.018%
2/19/2026Corient Private Wealth LLC30,906$2.99M0.0%+1,334.8%0.081%
2/18/2026First Commonwealth Financial Corp PA 3,170$307K0.1%-3.1%0.008%
2/18/2026Mercer Global Advisors Inc. ADV18,722$1.81M0.0%-3.3%0.049%
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2/18/2026Raymond James Financial Inc.1,320,879$127.91M0.0%-2.6%3.452%
2/18/2026FAS Wealth Partners Inc.5,923$574K0.0%-6.5%0.015%
2/18/2026EP Wealth Advisors LLC5,062$490K0.0%N/A0.013%
2/18/2026NewEdge Advisors LLC300,492$29.10M0.1%+32.0%0.785%
2/18/2026Pacific Excel Wealth Advisors Inc.14,581$1.41M2.7%N/A0.038%
2/18/2026Main Street Financial Solutions LLC38,488$3.73M0.3%+0.6%0.101%
2/18/2026Claro Advisors Inc.4,462$432K0.1%-10.6%0.012%
2/17/2026AQR Capital Management LLC7,964$771K0.0%N/A0.021%
2/17/2026Cetera Investment Advisers491,245$47.57M0.1%+1.3%1.284%
2/17/2026Hilltop Holdings Inc.6,541$633K0.0%-3.7%0.017%


TDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 411 institutional investors and hedge funds held shares of First Trust NASDAQ Technology Dividend Index Fund. The most heavily invested institutionals were LPL Financial LLC ($274.53M), Morgan Stanley ($180.61M), Wells Fargo & Company MN ($151.45M), Bank of America Corp DE ($139.13M), Raymond James Financial Inc. ($127.91M), UBS Group AG ($105.92M), and Mainstay Capital Management LLC ADV ($102.62M).Learn more on First Trust NASDAQ Technology Dividend Index Fund's institutional investors.

Of the 353 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), Mainstay Capital Management LLC ADV ($1.06M), Kestra Investment Management LLC ($348.58K), Envestnet Asset Management Inc. ($338.59K), LPL Financial LLC ($313.51K), NewEdge Advisors LLC ($299.95K), and Bank of America Corp DE ($295.37K).

Institutional investors have bought a total of 4,073,926 shares in the last 24 months. This purchase volume represents approximately $388.69M in transactions.

Of the 190 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 ($339.58K), Robertson Stephens Wealth Management LLC ($108.98K), BNP Paribas Financial Markets ($99.90K), Orion Porfolio Solutions LLC ($77.71K), Royal Bank of Canada ($68.32K), Atria Wealth Solutions Inc. ($65.98K), and Raymond James Financial Inc. ($65.52K).

Institutional investors have sold a total of 1,818,069 shares in the last 24 months. This volume of shares sold represents approximately $171.04M in transactions.


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This page (NASDAQ:TDIV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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