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

First Trust NASDAQ Technology Dividend Index Fund logo
$115.84 +1.21 (+1.06%)
As of 09/3/2026 04:00 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)
221
Total
Institutional Inflows
(last 12 months)
$334.00M
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$138.80M
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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
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%
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%
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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%
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%
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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%


TDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 410 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. ($338.59K), LPL Financial LLC ($301.85K), Bank of America Corp DE ($295.37K), Kirkwood Financial Services ($277.42K), and NewEdge Advisors LLC ($182.62K).

Institutional investors have bought a total of 3,377,108 shares in the last 24 months. This purchase volume represents approximately $334.00M in transactions.

Of the 165 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 1,381,771 shares in the last 24 months. This volume of shares sold represents approximately $138.80M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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