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

First Trust NASDAQ Technology Dividend Index Fund logo
$110.40 +1.59 (+1.46%)
Closing price 03:59 PM Eastern
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$110.41 +0.01 (+0.01%)
As of 04:10 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)
267
Total
Institutional Inflows
(last 12 months)
$405.25M
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$183.44M
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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
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%
5/5/2026 Sigma Planning Corp58,824$5.51M0.2%+0.6%0.155%
5/4/2026 HBW Advisory Services LLC15,907$1.49M0.2%+3.8%0.042%
5/4/2026 Chicago Partners Investment Group LLC34,071$3.19M0.1%-5.7%0.090%
5/2/2026 International Assets Investment Management LLC3,225$303K0.0%+8.5%0.009%
5/1/2026 Seneca House Advisors2,735$256K0.1%-5.1%0.007%
5/1/2026 Fifth Third Bancorp15,776$1.48M0.0%+9,180.0%0.042%
5/1/2026 Simplicity Wealth LLC2,589$243K0.0%-11.2%0.007%
5/1/2026 Sequoia Financial Advisors LLC3,586$336K0.0%+3.6%0.009%
4/30/2026 Torren Management LLC398$37K0.0%N/A0.001%
4/30/2026 Elevated Capital Advisors LLC9,070$850K0.2%-2.1%0.024%
4/30/2026 Cherry Creek Investment Advisors Inc.138,106$12.94M5.6%+0.3%0.364%
4/30/2026 Kestra Advisory Services LLC183,492$17.19M0.1%+203.8%0.484%
4/29/2026 Sagace Wealth Management LLC34,052$3.19M2.1%+16.1%0.090%
4/29/2026 Beacon Bank & Trust5,126$480K0.1%+10.7%0.014%
4/28/2026 Stephens Inc. AR5,260$493K0.0%+27.1%0.014%
4/28/2026 Paller Financial Services Inc29,914$2.80M2.3%-4.1%0.079%
4/27/2026 PFG Investments LLC5,654$530K0.0%-8.8%0.015%
4/27/2026 World Investment Advisors44,108$4.13M0.1%+3.0%0.116%
4/27/2026 Private Advisor Group LLC36,311$3.40M0.0%+1.6%0.096%
4/27/2026 Platform Technology Partners3,017$283K0.1%+5.5%0.008%
4/27/2026 Sound Income Strategies LLC2,207$207K0.0%-6.7%0.006%
4/24/2026 Root Financial Partners LLC350$33K0.0%N/A0.001%
4/24/2026 Harbor Investment Advisory LLC5,510$516K0.0%-13.7%0.015%
4/23/2026 Private Wealth Group LLC98,281$9.21M4.3%+4.2%0.259%
4/23/2026 Asset Allocation Strategies LLC8,263$774K0.1%+8.7%0.022%
4/23/2026 Apollon Wealth Management LLC8,397$786K0.0%-2.4%0.022%
4/23/2026 Formidable Asset Management LLC3,468$336K0.1%N/A0.009%
4/22/2026 Janney Montgomery Scott LLC164,839$15.44M0.0%-3.7%0.435%
4/22/2026 WT Wealth Management2,171$203K0.1%-6.9%0.006%
4/21/2026 Sequent Planning LLC16,283$1.53M0.4%+6.0%0.043%
4/21/2026 Silver Oak Securities Incorporated29,246$2.74M0.2%-25.9%0.077%
4/20/2026 Kestra Private Wealth Services LLC8,706$815K0.0%-70.7%0.023%
4/20/2026 RFG Advisory LLC17,760$1.66M0.0%+136.0%0.047%
4/17/2026 Krilogy Financial LLC4,835$500K0.0%-2.8%0.013%
4/17/2026 Cottonwood Capital Advisors LLC38,879$3.64M2.6%-2.8%0.103%
4/17/2026 AdvisorNet Financial Inc899$84K0.0%-26.9%0.002%
4/17/2026 Defined Wealth Management LLC46,045$4.31M2.5%+0.2%0.121%
4/17/2026 Capital Advisors Ltd. LLC65,912$6.17M0.7%+44.4%0.174%
4/16/2026 Park National Corp OH260,389$24.39M0.7%-0.2%0.687%
4/16/2026 Founders Financial Securities LLC2,496$241K0.0%-46.1%0.007%
4/15/2026 Nations 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%
3/13/2026 World Investment Advisors42,836$4.15M0.1%-6.9%0.112%
3/4/2026 Pure Financial Advisors LLC3,946$382K0.0%-30.0%0.010%
3/4/2026SHP Wealth Management4,000$387K0.0%N/A0.010%
2/20/2026 Catalyst 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%
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%
2/18/2026 Claro 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%
2/17/2026Equitable Holdings Inc.153,638$14.88M0.1%-2.0%0.402%
2/17/2026Wealth Watch Advisors INC9,196$891K0.3%+118.5%0.024%
2/17/2026Kovack Advisors Inc.4,840$469K0.0%+85.3%0.013%
2/17/2026Osaic Holdings Inc.398,616$38.61M0.1%+0.8%1.042%
2/17/2026Advisory Services Network LLC8,339$808K0.0%-1.7%0.022%
2/17/2026 Private Advisor Group LLC35,756$3.46M0.0%+6.0%0.093%
2/17/2026Russell Investments Group Ltd.546$53K0.0%-62.5%0.001%
2/17/2026Captrust Financial Advisors3,165$306K0.0%N/A0.008%
2/17/2026&PARTNERS415,866$40.08M0.2%+0.3%1.087%
2/17/2026Blair William & Co. IL2,416$234K0.0%-4.0%0.006%
2/17/2026Royal Bank of Canada609,685$59.04M0.0%+8.4%1.594%
2/17/2026 Howe & Rusling Inc.2,081$202K0.0%-14.0%0.005%
2/16/2026 MML Investors Services LLC81,541$7.90M0.0%+9.8%0.213%
2/16/2026Mariner LLC32,676$3.16M0.0%+6.9%0.085%
2/16/2026Focus Partners Wealth20,436$1.98M0.0%+12.6%0.053%
2/16/2026 Element Wealth LLC10,271$995K0.4%-1.0%0.027%
2/16/2026Arax Advisory Partners25,160$2.44M0.1%N/A0.066%
2/16/2026Biondo Investment Advisors LLC24,367$2.36M0.3%+0.7%0.064%
2/16/2026Aptus Capital Advisors LLC4,320$418K0.0%+3.0%0.011%
2/13/2026CreativeOne Wealth LLC11,980$1.16M0.0%+1.6%0.031%
2/13/2026 Kestra Advisory Services LLC60,398$5.85M0.0%-2.8%0.158%
2/13/2026Stifel Financial Corp312,001$30.22M0.0%+5.2%0.815%
2/13/2026Smartleaf Asset Management LLC689$67K0.0%+46.9%0.002%
2/13/2026Morgan Stanley1,864,983$180.61M0.0%-1.3%4.874%
2/13/2026Arkadios Wealth Advisors9,740$943K0.0%+6.3%0.025%
2/13/2026First Trust Advisors LP2,389$231K0.0%N/A0.006%
2/13/2026Integrated Wealth Concepts LLC20,126$1.95M0.0%-4.5%0.053%
2/13/2026Ausdal Financial Partners Inc.2,622$254K0.0%-84.0%0.007%
2/13/2026New England Private Wealth Advisors LLC142,745$13.82M1.6%-0.3%0.373%
2/13/2026Wells Fargo & Company MN1,563,891$151.45M0.0%+5.1%4.088%
2/13/2026 Asset Allocation Strategies LLC7,600$736K0.1%+86.8%0.020%
2/13/2026Concorde Asset Management LLC55,832$5.41M2.2%+2.7%0.146%
2/12/2026Orion Porfolio Solutions LLC84,230$8.16M0.1%-20.2%0.220%
2/12/2026 Commonwealth Equity Services LLC381,901$36.98M0.0%-3.8%0.998%


TDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TDIV shares?

During the previous two years, 406 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 ($134.04M), 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.

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

Of the 351 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), Cetera Advisors LLC ($282.83K), and Cetera Investment Advisers ($220.44K).

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

Institutional investors have bought a total of 4,384,649 shares in the last 24 months. This purchase volume represents approximately $404.83M in transactions.

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

Of the 185 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), Concorde Asset Management LLC ($120.64K), Raymond James Financial Inc. ($109.87K), Robertson Stephens Wealth Management LLC ($108.98K), BNP Paribas Financial Markets ($99.90K), Atria Wealth Solutions Inc. ($90.47K), and Orion Porfolio Solutions LLC ($77.71K).

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

Institutional investors have sold a total of 2,026,693 shares in the last 24 months. This volume of shares sold represents approximately $183.44M in transactions.


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