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

First Trust NASDAQ Technology Dividend Index Fund logo
$112.12 -3.12 (-2.70%)
As of 02:55 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)
225
Total
Institutional Inflows
(last 12 months)
$352.56M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$138.49M
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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
10/14/2026ABLE Financial Group LLC5,045$569K0.1%-3.5%0.013%
10/13/2026Financial Planning Hawaii Inc.13,618$1.54M0.8%-2.9%0.035%
10/13/2026Sax Wealth Advisors LLC5,920$668K0.0%+31.1%0.015%
10/13/2026Midwest Financial Network LLC11,068$1.25M0.9%-57.2%0.028%
10/13/2026Paller Financial Services Inc26,801$3.02M2.3%-4.0%0.069%
10/9/2026Sound Income Strategies LLC2,212$254K0.0%-4.3%0.006%
10/9/2026First Heartland Consultants Inc.3,066$346K0.0%N/A0.008%
10/8/2026Farther Finance Advisors LLC12,605$1.42M0.0%+8.4%0.032%
10/8/2026CoreCap Advisors LLC8,952$1.01M0.0%-5.7%0.023%
10/8/2026Kaydan Wealth Management Inc.27,421$3.09M1.1%-8.4%0.070%
10/8/2026Ayalon Insurance Comp Ltd.34,336$3.87M0.3%+8.4%0.088%
10/7/2026Crumly & Associates Inc.110,685$12.49M2.2%+10.8%0.284%
10/5/2026Ballew Advisors Inc29,378$3.39M1.7%+1.8%0.075%
10/5/2026Park National Corp OH246,245$27.78M0.8%-2.5%0.631%
10/2/2026 CX Institutional2,095$236K0.0%-25.3%0.005%
10/2/2026 Private Client Services LLC4,611$520K0.1%N/A0.012%
9/23/2026Envestnet Portfolio Solutions Inc.23,769$2.73M0.0%-5.7%0.061%
9/23/2026Envestnet Asset Management Inc.838,304$96.30M0.0%+9.3%2.138%
9/18/2026Security National Bank of Sioux City Iowa IA628$72K0.0%N/A0.002%
9/9/2026Sequoia Financial Advisors LLC2,923$336K0.0%-18.5%0.008%
9/9/2026Concorde Asset Management LLC52,841$6.07M3.5%+9.2%0.139%
9/9/2026Integrated Wealth Concepts LLC62,657$7.20M0.0%+415.6%0.165%
9/9/2026RFG Advisory LLC14,223$1.63M0.0%-19.9%0.038%
9/9/2026NewEdge Advisors LLC424,544$48.77M0.1%+6.8%1.120%
9/9/2026IFP Advisors Inc194,679$22.37M0.4%+2.6%0.514%
9/9/2026Baird Financial Group Inc.55,473$6.37M0.0%+91.5%0.146%
8/27/2026Corient Private Wealth LP3,975$457K0.0%+81.8%0.010%
8/27/2026Tucker Asset Management LLC3,147$362K0.1%+4.9%0.008%
8/25/2026Kirkwood Financial Services277,423$31.88M9.1%N/A0.732%
8/23/2026Ameritas Advisory Services LLC4,016$461K0.0%N/A0.011%
8/23/2026Kintra Wealth LLC6,441$760K0.0%-46.0%0.017%
8/23/2026Mid American Wealth Advisory Group Inc.8,935$1.03M0.4%+15.7%0.024%
8/23/2026Asset Allocation Strategies LLC11,124$1.28M0.2%+34.6%0.029%
8/22/2026Compass Financial Management LLC12,961$1.49M0.2%N/A0.034%
8/22/2026NWF Advisory Services Inc.2,071$238K0.0%N/A0.005%
8/22/2026Concurrent Investment Advisors LLC31,553$3.63M0.0%+20.7%0.083%
8/21/2026SkyOak Wealth LLC2,097$241K0.0%N/A0.006%
8/21/2026Clarus Wealth Advisors10,383$1.17M0.4%+1.4%0.027%
8/20/2026Jackson Wealth Management LLC3,766$433K0.3%-85.9%0.010%
8/12/2026Compass Financial Management LLC12,961$1.49M0.2%N/A0.034%
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8/7/2026Trust Co. of Vermont217$25K0.0%N/A0.001%
8/3/2026Beacon Bank & Trust4,549$523K0.1%-11.3%0.012%
7/10/2026Clarus Wealth Advisors10,383$1.17M0.5%+1.4%0.027%
7/10/2026Redhawk Wealth Advisors Inc.6,428$738K0.1%-1.5%0.017%
7/9/2026Sax Wealth Advisors LLC4,515$519K0.0%+29.1%0.012%
7/9/2026Crumly & Associates Inc.99,902$11.48M2.2%-4.3%0.260%
7/9/2026Private Wealth Group LLC96,271$11.06M4.3%-2.0%0.251%
7/9/2026Flaharty Asset Management LLC22,589$2.52M3.6%-91.4%0.059%
7/8/2026Beacon Bank & Trust4,549$523K0.1%-11.3%0.012%
7/8/2026First Heartland Consultants Inc.3,031$348K0.0%N/A0.008%
7/8/2026Midwest Financial Network LLC25,867$2.97M2.0%-17.0%0.067%
7/7/2026Paller Financial Services Inc27,923$3.21M2.4%-6.7%0.073%
7/7/2026Dynamic Advisor Solutions LLC1,946$224K0.0%N/A0.005%
7/7/2026CoreCap Advisors LLC9,496$1.09M0.0%-2.6%0.025%
7/6/2026Hobart Private Capital LLC59,030$6.78M1.2%-4.3%0.153%
7/6/2026 Private Client Services LLC5,534$636K0.2%-2.5%0.014%
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%
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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%
5/5/2026Sigma 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%


TDIV Institutional Ownership - Frequently Asked Questions

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 ($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 350 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), Envestnet Asset Management Inc. ($410.08K), LPL Financial LLC ($301.85K), Bank of America Corp DE ($295.37K), Kirkwood Financial Services ($277.42K), and NewEdge Advisors LLC ($209.53K).

Institutional investors have bought a total of 3,530,584 shares in the last 24 months. This purchase volume represents approximately $352.56M in transactions.

Of the 164 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: Flaharty Asset Management LLC ($252.57K), Kestra Investment Management LLC ($179.34K), BNP Paribas Financial Markets ($99.90K), Royal Bank of Canada ($68.32K), Raymond James Financial Inc. ($65.52K), D.A. Davidson & CO. ($52.04K), and Ameriprise Financial Inc. ($37.05K).

Institutional investors have sold a total of 1,372,964 shares in the last 24 months. This volume of shares sold represents approximately $138.49M in transactions.


Related Companies

Institutional ownership data for NASDAQ:TDIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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