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

First Trust NASDAQ Technology Dividend Index Fund logo
$115.92 0.00 (0.00%)
Closing price 05/22/2026 04:00 PM Eastern
Extended Trading
$115.94 +0.02 (+0.02%)
As of 05/22/2026 04:10 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.
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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)
266
Total
Institutional Inflows
(last 12 months)
$380.25M
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$170.22M
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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
5/19/2026 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%
5/18/2026 Sunbelt 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%
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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%
3/17/2026 Rockefeller 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%
3/4/2026 SHP Wealth Management4,000$387K0.0%N/A0.010%
2/20/2026 Catalyst Investment Management LLC57,703$5.59M5.3%N/A0.151%
2/19/2026 Briggs Wealth Management Inc6,787$657K0.7%N/A0.018%
2/19/2026 Corient Private Wealth LLC30,906$2.99M0.0%+1,334.8%0.081%
2/18/2026 First Commonwealth Financial Corp PA 3,170$307K0.1%-3.1%0.008%
2/18/2026 Mercer Global Advisors Inc. ADV18,722$1.81M0.0%-3.3%0.049%
2/18/2026 Raymond 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%
2/18/2026 EP Wealth Advisors LLC5,062$490K0.0%N/A0.013%
2/18/2026 NewEdge Advisors LLC300,492$29.10M0.1%+32.0%0.785%
2/18/2026 Pacific 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%
2/17/2026 AQR Capital Management LLC7,964$771K0.0%N/A0.021%
2/17/2026 Cetera Investment Advisers491,245$47.57M0.1%+1.3%1.284%
The SpaceX filing is public. The window is closing. (Ad)

SpaceX just filed its S-1. The IPO is confirmed for June 12 - $75 billion, ticker SPCX, potentially the largest in history. The 21-bank syndicate has already locked up shares, so retail investors won't get access. But the S-1 exposed one publicly traded company Musk cannot operate without - and it's still cheap. Dylan Jovine is releasing the ticker free before June 12 changes the price.tc pixel

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2/17/2026 Hilltop Holdings Inc.6,541$633K0.0%-3.7%0.017%
2/17/2026 Equitable Holdings Inc.153,638$14.88M0.1%-2.0%0.402%
2/17/2026 Wealth Watch Advisors INC9,196$891K0.3%+118.5%0.024%
2/17/2026 Kovack Advisors Inc.4,840$469K0.0%+85.3%0.013%
2/17/2026 Osaic Holdings Inc.398,616$38.61M0.1%+0.8%1.042%
2/17/2026 Advisory 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%
2/17/2026 Russell Investments Group Ltd.546$53K0.0%-62.5%0.001%
2/17/2026 Captrust Financial Advisors3,165$306K0.0%N/A0.008%
2/17/2026 &PARTNERS415,866$40.08M0.2%+0.3%1.087%


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 355 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), Bank of America Corp DE ($295.37K), and NewEdge Advisors LLC ($202.80K).

Institutional investors have bought a total of 3,984,582 shares in the last 24 months. This purchase volume represents approximately $380.25M in transactions.

Of the 186 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), Robertson Stephens Wealth Management LLC ($108.98K), BNP Paribas Financial Markets ($99.90K), Orion Porfolio Solutions LLC ($77.71K), Royal Bank of Canada ($68.32K), Atria Wealth Solutions Inc. ($65.98K), and Raymond James Financial Inc. ($65.52K).

Institutional investors have sold a total of 1,811,458 shares in the last 24 months. This volume of shares sold represents approximately $170.22M in transactions.


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This page (NASDAQ:TDIV) was last updated on 5/26/2026 by MarketBeat.com Staff.
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