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

First Trust NASDAQ Technology Dividend Index Fund logo
$114.87 -0.53 (-0.46%)
Closing price 09/23/2026 04:00 PM Eastern
Extended Trading
$114.90 +0.03 (+0.03%)
As of 09/23/2026 07:30 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.

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

Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$354.83M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$139.45M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.23,769$2.73M0.0%-5.7%0.061%
9/23/2026 Envestnet Asset Management Inc.838,304$96.30M0.0%+9.3%2.138%
9/18/2026 Security National Bank of Sioux City Iowa IA628$72K0.0%N/A0.002%
9/9/2026 Sequoia Financial Advisors LLC2,923$336K0.0%-18.5%0.008%
9/9/2026 Concorde Asset Management LLC52,841$6.07M3.5%+9.2%0.139%
9/9/2026 Integrated Wealth Concepts LLC62,657$7.20M0.0%+415.6%0.165%
9/9/2026 RFG Advisory LLC14,223$1.63M0.0%-19.9%0.038%
9/9/2026 NewEdge Advisors LLC424,544$48.77M0.1%+6.8%1.120%
9/9/2026 IFP Advisors Inc194,679$22.37M0.4%+2.6%0.514%
9/9/2026 Baird Financial Group Inc.55,473$6.37M0.0%+91.5%0.146%
8/27/2026 Corient Private Wealth LP3,975$457K0.0%+81.8%0.010%
8/27/2026 Tucker Asset Management LLC3,147$362K0.1%+4.9%0.008%
8/25/2026 Kirkwood Financial Services277,423$31.88M9.1%N/A0.732%
8/23/2026 Ameritas Advisory Services LLC4,016$461K0.0%N/A0.011%
8/23/2026 Kintra Wealth LLC6,441$760K0.0%-46.0%0.017%
8/23/2026 Mid American Wealth Advisory Group Inc.8,935$1.03M0.4%+15.7%0.024%
8/23/2026 Asset Allocation Strategies LLC11,124$1.28M0.2%+34.6%0.029%
8/22/2026 Compass Financial Management LLC12,961$1.49M0.2%N/A0.034%
8/22/2026 NWF Advisory Services Inc.2,071$238K0.0%N/A0.005%
8/22/2026 Concurrent Investment Advisors LLC31,553$3.63M0.0%+20.7%0.083%
8/21/2026 SkyOak Wealth LLC2,097$241K0.0%N/A0.006%
8/21/2026 Clarus Wealth Advisors10,383$1.17M0.4%+1.4%0.027%
8/20/2026 Jackson Wealth Management LLC3,766$433K0.3%-85.9%0.010%
8/12/2026 Compass Financial Management LLC12,961$1.49M0.2%N/A0.034%
8/7/2026 Trust Co. of Vermont217$25K0.0%N/A0.001%
8/3/2026 Beacon Bank & Trust4,549$523K0.1%-11.3%0.012%
7/10/2026 Clarus Wealth Advisors10,383$1.17M0.5%+1.4%0.027%
7/10/2026 Redhawk Wealth Advisors Inc.6,428$738K0.1%-1.5%0.017%
7/9/2026 Sax Wealth Advisors LLC4,515$519K0.0%+29.1%0.012%
7/9/2026 Crumly & Associates Inc.99,902$11.48M2.2%-4.3%0.260%
7/9/2026 Private Wealth Group LLC96,271$11.06M4.3%-2.0%0.251%
7/9/2026 Flaharty Asset Management LLC22,589$2.52M3.6%-91.4%0.059%
7/8/2026 Beacon Bank & Trust4,549$523K0.1%-11.3%0.012%
7/8/2026 First Heartland Consultants Inc.3,031$348K0.0%N/A0.008%
7/8/2026 Midwest Financial Network LLC25,867$2.97M2.0%-17.0%0.067%
7/7/2026 Paller Financial Services Inc27,923$3.21M2.4%-6.7%0.073%
7/7/2026 Dynamic Advisor Solutions LLC1,946$224K0.0%N/A0.005%
7/7/2026 CoreCap Advisors LLC9,496$1.09M0.0%-2.6%0.025%
7/6/2026 Hobart 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%
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7/2/2026 CX Institutional2,806$322K0.0%-12.5%0.007%
6/18/2026 Western Wealth Management LLC7,777$728K0.0%-1.3%0.021%
6/10/2026 FAS Wealth Partners Inc.5,663$530K0.0%-4.4%0.015%
6/8/2026 Pine Valley Investments Ltd Liability Co130,979$12.27M0.6%-9.0%0.346%
6/4/2026 Midwest Financial Network LLC31,164$2.92M2.3%-13.0%0.082%
6/3/2026 Parallel Advisors LLC5,632$527K0.0%+5,532.0%0.015%
6/3/2026 NewEdge Advisors LLC397,640$37.24M0.1%+32.3%1.049%
6/1/2026 Concorde Asset Management LLC48,395$4.53M2.2%-13.3%0.128%
5/27/2026 Allen Capital Group LLC12,894$1.21M0.1%-1.8%0.034%
5/19/2026 Western Wealth Management LLC7,777$728K0.0%-1.3%0.021%
5/19/2026 NewEdge Advisors LLC313,180$29.33M0.6%+4.2%0.826%
5/19/2026 Bank of America Corp DE1,485,495$139.13M0.0%+7.6%3.920%
5/19/2026 Centaurus Financial Inc.3,112$291K0.0%+22.3%0.008%
5/19/2026 Arkadios Wealth Advisors10,463$980K0.0%+7.4%0.028%
5/19/2026 IFS Group LLC5,356$502K0.4%N/A0.014%
5/18/2026Sunbelt Securities Inc.506$47K0.0%+65.4%0.001%
5/18/2026 Royal Bank of Canada541,365$50.71M0.0%-11.2%1.428%
5/16/2026 Quantinno Capital Management LP3,169$297K0.0%-14.0%0.008%
5/15/2026 Gateway Wealth Partners LLC113,434$10.62M0.4%+123.9%0.299%
5/15/2026 Wealth Watch Advisors INC7,676$719K0.3%-16.5%0.020%
5/14/2026 Modern Wealth Management LLC5,306$499K0.0%-19.7%0.014%
5/14/2026 Lido Advisors LLC40,409$3.79M0.0%-4.1%0.107%
5/13/2026 Cetera Investment Advisers489,789$45.87M0.0%-0.3%1.292%
5/8/2026 PNC Financial Services Group Inc.2,970$278K0.0%-36.6%0.008%
5/7/2026 Parallel Advisors LLC5,632$527K0.0%+5,532.0%0.015%
5/7/2026 Spartan Wealth Advisory Services LLC10,328$967K0.1%N/A0.027%
5/6/2026 MTM Investment Management LLC21,393$2.00M0.6%+4.2%0.056%
5/6/2026 Ranch Capital Advisors Inc.43,307$4.06M1.5%+0.9%0.114%
5/6/2026 Assetmark Inc.184,218$17.25M0.0%+8.9%0.486%
5/6/2026 Bessemer Group Inc.2,200$206K0.0%N/A0.006%
5/6/2026 SteelPeak Wealth LLC2,596$243K0.0%-54.8%0.007%
5/6/2026 Independent Financial Group LLC16,848$1.58M0.0%N/A0.044%
5/5/2026 Wealthfront Advisers LLC35,424$3.32M0.0%-10.4%0.093%
5/5/2026 D.A. Davidson & CO.158,306$14.83M0.1%-22.9%0.418%
5/5/2026 Bank of New York Mellon Corp57,109$5.35M0.0%+6.0%0.151%
5/5/2026 Blackhawk Capital Partners LLC15,599$1.46M0.5%+5.9%0.041%
5/5/2026 Gentry Private Wealth LLC3,923$367K0.2%+9.6%0.010%
5/5/2026 Geneos Wealth Management Inc.8,659$811K0.0%+2.5%0.023%
5/5/2026 Sanctuary Advisors LLC25,608$2.40M0.0%+7.6%0.068%
5/5/2026 BlueChip 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%
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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%


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 352 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 3,557,272 shares in the last 24 months. This purchase volume represents approximately $354.83M in transactions.

Of the 166 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 1,387,402 shares in the last 24 months. This volume of shares sold represents approximately $139.45M in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
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