Free Trial

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

First Trust NASDAQ Technology Dividend Index Fund logo
$92.29 -0.22 (-0.24%)
As of 07/18/2025 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$390.10M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$107.01M
Get TDIV Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust NASDAQ Technology Dividend Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Madrona Financial Services LLC11,267$1.02M0.2%+6.0%0.031%
7/18/2025 SOA Wealth Advisors LLC.87,906$88K0.0%-8.3%0.240%
7/18/2025 First Pacific Financial300$27K0.0%N/A0.001%
7/18/2025 PFG Investments LLC5,595$504K0.0%-19.5%0.015%
7/17/2025 Janney Montgomery Scott LLC161,028$14.52M0.0%+2.6%0.439%
7/17/2025 Fifth Third Securities Inc.7,922$714K0.1%-13.1%0.022%
7/17/2025 Hengehold Capital Management LLC60,663$5.47M0.5%+2.0%0.166%
7/16/2025 Meridian Investment Counsel Inc.2,400$216K0.1%N/A0.007%
7/16/2025 Novem Group3,911$353K0.0%N/A0.011%
7/16/2025 Owen LaRue LLC3,437$310K0.1%-19.2%0.009%
7/15/2025 Traction Financial Partners LLC7,747$699K0.5%N/A0.021%
7/15/2025 World Equity Group Inc.25,296$2.28M0.6%+7.2%0.069%
7/15/2025 tru Independence LLC2,572$232K0.1%N/A0.007%
7/14/2025 AdvisorNet Financial Inc1,629$147K0.0%+21.0%0.004%
7/14/2025 ABLE Financial Group LLC5,887$531K0.1%-23.9%0.016%
7/14/2025 Iams Wealth Management LLC40,324$3.64M1.7%-15.6%0.110%
7/14/2025 Park Avenue Securities LLC47,640$4.30M0.0%N/A0.130%
7/11/2025 Farther Finance Advisors LLC877$79K0.0%-95.7%0.002%
7/11/2025 Silver Oak Securities Incorporated35,708$3.22M0.3%-0.9%0.097%
7/11/2025 Kaydan Wealth Management Inc.29,450$2.66M0.9%-1.1%0.080%
7/10/2025 Redhawk Wealth Advisors Inc.12,827$1.16M0.1%-20.3%0.035%
7/10/2025 Wealth Enhancement Advisory Services LLC42,904$3.96M0.0%+12.8%0.117%
7/9/2025 Defined Wealth Management LLC46,371$4.18M2.6%-2.0%0.127%
7/9/2025 Berkshire Bank4,632$418K0.1%-18.9%0.013%
7/9/2025 Clarus Wealth Advisors8,010$737K0.3%-11.1%0.022%
7/9/2025 Sandbox Financial Partners LLC2,225$201K0.1%N/A0.006%
7/8/2025 Rise Advisors LLC1,047$94K0.0%-49.8%0.003%
7/8/2025 NBC Securities Inc.11,806$1.06M0.1%+40.8%0.032%
7/7/2025 Nova Wealth Management Inc.6,821$615K0.5%+12.5%0.019%
7/2/2025 HBW Advisory Services LLC5,131$463K0.1%+3.4%0.014%
7/2/2025 Crumly & Associates Inc.122,842$11.08M2.7%+10.5%0.338%
7/1/2025 Park National Corp OH294,781$26.58M0.9%-3.8%0.811%
6/17/2025Howe & Rusling Inc.2,976$219K0.0%+7.4%0.008%
6/2/2025Modern Wealth Management LLC6,778$499K0.0%+6.6%0.019%
5/29/2025 Nova Wealth Management Inc.6,063$446K0.4%+16.3%0.017%
5/29/2025Apeiron RIA LLC22,247$1.64M0.5%-22.8%0.061%
5/28/2025Wealth Management Associates Inc.60,987$4.49M1.9%-1.7%0.168%
5/21/2025Reliant Investment Partners LLC13,482$992K1.0%-5.4%0.037%
5/21/2025Geneos Wealth Management Inc.4,513$332K0.0%+9.4%0.012%
5/20/2025Focus Partners Wealth11,082$816K0.0%+7.3%0.030%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
5/20/2025Flaharty Asset Management LLC264,589$19.48M2.8%-10.4%0.728%
5/20/2025Integrity Alliance LLC.13,025$959K0.0%N/A0.036%
5/19/2025Jane Street Group LLC26,889$1.98M0.0%N/A0.074%
5/16/2025Prostatis Group LLC21,297$1.57M0.5%N/A0.059%
5/16/2025Coppell Advisory Solutions LLC40,510$2.96M0.2%-45.4%0.111%
5/16/2025Kestra Investment Management LLC342,984$25.25M0.8%+92.3%0.944%
5/16/2025Jones Financial Companies Lllp74,622$5.49M0.0%+592.2%0.205%
5/16/2025Pinnacle Family Advisors LLC24,137$1.78M1.0%+20.5%0.066%
5/16/2025National Wealth Management Group LLC16,939$1.25M0.8%-25.0%0.047%
5/16/2025Concorde Asset Management LLC4,859$348K0.2%-96.1%0.013%
5/16/2025Aprio Wealth Management LLC283,764$20.89M2.6%+44.8%0.781%
5/15/2025EP Wealth Advisors LLC6,412$472K0.0%-14.8%0.018%
5/15/2025Royal Bank of Canada486,637$35.82M0.0%+5.6%1.339%
5/15/2025Baird Financial Group Inc.39,088$2.88M0.0%+1.2%0.108%
5/14/2025CreativeOne Wealth LLC9,117$671K0.0%+34.4%0.025%
5/14/2025Comerica Bank19,440$1.43M0.0%+1.5%0.053%
5/14/2025Biondo Investment Advisors LLC22,968$1.69M0.2%-8.7%0.063%
5/14/2025Northwestern Mutual Wealth Management Co.15,482$1.14M0.0%-6.9%0.043%
5/14/2025Kestra Advisory Services LLC63,543$4.68M0.0%-13.0%0.175%
5/14/2025Financial Advisors Network Inc.2,731$201K0.0%-10.5%0.008%
5/13/2025Steward Partners Investment Advisory LLC75,147$5.53M0.0%+0.7%0.207%
5/13/2025Tyler Stone Wealth Management43,267$3.19M0.6%-9.5%0.119%
5/13/2025Raymond James Financial Inc.1,184,120$87.16M0.0%-3.6%3.258%
5/13/2025Nations Financial Group Inc. IA ADV4,867$358K0.0%+2.7%0.013%
5/13/2025HighTower Advisors LLC20,695$1.52M0.0%-54.8%0.057%
5/12/2025Benjamin Edwards Inc.123,703$9.11M0.1%+15.0%0.340%
5/12/2025WealthPlan Investment Management LLC24,209$1.78M0.2%-17.4%0.066%
5/9/2025Chicago Partners Investment Group LLC40,129$3.05M0.1%N/A0.110%
5/9/2025Endowment Wealth Management Inc.3,103$228K0.1%N/A0.009%
5/9/2025Atria Wealth Solutions Inc.77,440$5.70M0.1%-24.0%0.213%
5/9/2025Commonwealth Equity Services LLC403,988$29.74M0.0%+2.0%1.111%
5/9/2025Pathway Financial Advisers LLC5,432$400K0.1%-3.1%0.015%
5/8/2025US Bancorp DE46,015$3.39M0.0%+30.9%0.127%
5/8/2025Harbour Investments Inc.63,298$4.66M0.1%-8.9%0.174%
5/8/2025FSB Premier Wealth Management Inc.27,828$2.05M0.8%+0.8%0.077%
5/8/2025Arkadios Wealth Advisors8,467$623K0.0%+63.5%0.023%
5/7/2025N.E.W. Advisory Services LLC17,239$1.27M0.1%+80.2%0.047%
5/7/2025LPL Financial LLC2,366,613$174.21M0.1%+5.3%6.511%
5/6/2025Assetmark Inc.148,464$10.93M0.0%+7.7%0.408%
5/6/2025Cetera Investment Advisers425,217$31.30M0.1%-4.4%1.170%
5/6/2025Avantax Advisory Services Inc.66,922$4.93M0.0%-5.4%0.184%
5/6/2025Holistic Financial Partners6,516$480K0.2%+141.5%0.018%
5/6/2025AE Wealth Management LLC52,742$3.88M0.0%-3.5%0.145%
5/6/2025BlueChip Wealth Advisors LLC48,272$3.55M1.6%+19.0%0.133%
5/6/2025PFG Advisors17,057$1.26M0.1%-23.4%0.047%
5/5/2025J.W. Cole Advisors Inc.23,057$1.70M0.1%-31.7%0.063%
5/5/2025IFP Advisors Inc44,051$3.24M0.1%+5.5%0.121%
5/5/2025OneAscent Financial Services LLC28,870$2.13M0.1%+5.2%0.079%
5/5/2025Kestra Private Wealth Services LLC12,260$902K0.0%-32.2%0.034%
5/5/2025FAS Wealth Partners Inc.6,720$495K0.0%-2.9%0.018%
The big winner of Crypto week? (Ad)

It’s Crypto Week at the White House — and the sector is moving from fringe to full-scale adoption. With Bitcoin hitting $123,000 and giants like BlackRock and Fidelity pouring in, one expert believes a lesser-known coin could soon be vaulted to the top — possibly even landing in the government’s digital reserve.

See the coin positioned to win from Washington’s crypto push
5/5/2025Private Advisor Group LLC29,656$2.18M0.0%-10.6%0.082%
5/5/2025Migdal Insurance & Financial Holdings Ltd.16,228$1.20M0.0%-25.6%0.045%
5/2/2025Kingsview Wealth Management LLC22,603$1.66M0.0%-1.1%0.062%
5/2/2025Allen Capital Group LLC15,017$1.11M0.1%-1.0%0.041%
5/2/2025Larson Financial Group LLC1,250$92K0.0%-56.1%0.003%
5/2/2025Wealthfront Advisers LLC39,032$2.87M0.0%+7.8%0.107%
5/2/2025Apollon Wealth Management LLC8,625$635K0.0%+32.3%0.024%
5/2/2025Sigma Planning Corp114,296$8.41M0.3%+7.2%0.314%
5/1/2025MTM Investment Management LLC19,709$1.46M0.6%-1.4%0.054%
5/1/2025Gateway Wealth Partners LLC47,893$3.53M0.8%+26.1%0.132%
(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, 335 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), Bank of America Corp DE ($108.15M), Raymond James Financial Inc. ($87.16M), Raymond James Financial Services Advisors Inc. ($70.36M), UBS Group AG ($69.40M), and Envestnet Asset Management Inc. ($45.98M).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 289 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. ($1.23M), LPL Financial LLC ($833.88K), International Assets Investment Management LLC ($369.23K), Kestra Investment Management LLC ($347.27K), Cetera Advisors LLC ($284.46K), Global Assets Advisory LLC ($279.20K), and UBS Group AG ($242.11K).

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

Institutional investors have bought a total of 5,023,185 shares in the last 24 months. This purchase volume represents approximately $390.10M in transactions.

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

Of the 147 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: Concorde Asset Management LLC ($152.05K), Mirae Asset Global Investments Co. Ltd. ($121.77K), Ethos Financial Group LLC ($109.53K), Wells Fargo & Company MN ($66.08K), Atria Wealth Solutions Inc. ($45.28K), Raymond James Financial Inc. ($44.35K), and WealthPlan Investment Management LLC ($42.08K).

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

Institutional investors have sold a total of 1,393,261 shares in the last 24 months. This volume of shares sold represents approximately $107.01M in transactions.



This page (NASDAQ:TDIV) was last updated on 7/20/2025 by MarketBeat.com Staff
From Our Partners