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

First Trust NASDAQ Technology Dividend Index Fund logo
$80.72 +1.08 (+1.36%)
As of 01/17/2025 03:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
163
Total
Institutional Inflows
(last 12 months)
$253.37M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$57.61M
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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
1/17/2025Apeiron RIA LLC28,813$2.26M0.6%-8.4%0.079%
1/17/2025Secure Asset Management LLC6,837$536K0.1%+7.6%0.019%
1/17/2025Private Wealth Group LLC100,123$7.86M3.8%+1.6%0.275%
1/17/2025Madrona Financial Services LLC10,428$818K0.2%-4.9%0.029%
1/17/2025Raleigh Capital Management Inc.514$40K0.0%+100.8%0.001%
1/17/2025Mutual Advisors LLC4,297$342K0.0%+8.1%0.012%
1/17/2025Janney Montgomery Scott LLC166,456$13.06M0.0%+7.7%0.458%
1/17/2025Atomi Financial Group Inc.3,442$270K0.0%+7.0%0.009%
1/16/2025Pure Financial Advisors LLC5,638$442K0.0%N/A0.016%
1/16/2025Koshinski Asset Management Inc.18,918$1.48M0.0%+3.3%0.052%
1/16/2025Harbor Investment Advisory LLC6,645$521K0.0%-4.1%0.018%
1/16/2025Kaydan Wealth Management Inc.29,609$2.32M0.8%-1.6%0.081%
1/15/2025 Ballew Advisors Inc31,529$2.46M1.6%-0.8%0.087%
1/15/2025 Ameritas Advisory Services LLC3,867$303K0.0%-12.8%0.011%
1/15/2025 Arkadios Wealth Advisors5,180$406K0.0%-49.0%0.014%
1/15/2025 TrueWealth Advisors LLC9,120$716K0.2%+7.5%0.025%
1/15/2025 Merit Financial Group LLC4,582$360K0.0%-16.0%0.013%
1/14/2025 Sagace Wealth Management LLC17,073$1.34M1.0%-13.9%0.047%
1/14/2025 Redhawk Wealth Advisors Inc.26,384$2.07M0.3%-0.9%0.073%
1/14/2025 Clarus Wealth Advisors4,595$358K0.2%-17.1%0.013%
1/14/2025 Park Avenue Securities LLC45,604$3.58M0.0%+114.6%0.125%
1/13/2025 AdvisorNet Financial Inc1,346$106K0.0%+84.4%0.004%
1/13/2025 Elevated Capital Advisors LLC11,905$934K0.3%-1.4%0.033%
1/13/2025 Aprio Wealth Management LLC196,021$15.38M2.2%+9.6%0.539%
1/10/2025 HBW Advisory Services LLC7,003$549K0.1%N/A0.019%
1/10/2025 ORG Partners LLC600$47K0.0%N/A0.002%
1/8/2025 Private Client Services LLC5,181$407K0.2%+23.9%0.014%
1/8/2025 International Assets Investment Management LLC2,860$225K0.0%N/A0.008%
1/8/2025 Park National Corp OH312,136$24.49M0.9%-0.9%0.860%
1/3/2025 GAMMA Investing LLC1,230$97K0.0%+42.9%0.003%
12/26/2024JPMorgan Chase & Co.38,978$3.13M0.0%-49.9%0.108%
11/25/2024World Investment Advisors LLC33,436$2.69M0.1%+524.6%0.092%
11/25/2024Sanctuary Advisors LLC21,826$1.75M0.0%+10.9%0.060%
11/25/2024Pine Valley Investments Ltd Liability Co107,216$8.61M0.5%-1.9%0.296%
11/15/2024MML Investors Services LLC42,725$3.43M0.0%+16.1%0.118%
11/15/2024EP Wealth Advisors LLC7,649$614K0.0%+6.6%0.021%
11/15/2024Stifel Financial Corp252,044$20.24M0.0%-7.0%0.696%
11/15/2024Pinnacle Family Advisors LLC18,855$1.51M0.8%-4.3%0.052%
11/15/2024HighTower Advisors LLC46,223$3.71M0.0%-1.0%0.128%
11/15/2024Hilltop Holdings Inc.5,749$462K0.0%N/A0.016%
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11/15/2024Benjamin Edwards Inc.98,489$7.91M0.1%+2,785.7%0.272%
11/15/2024Kestra Investment Management LLC181,751$14.60M0.6%-0.5%0.502%
11/14/2024Rockefeller Capital Management L.P.34,921$2.80M0.0%-0.7%0.096%
11/14/2024National Wealth Management Group LLC20,387$1.64M1.1%+289.7%0.056%
11/13/2024Avestar Capital LLC3,300$265K0.0%N/A0.009%
11/13/2024FMR LLC7,932$637K0.0%+3.1%0.022%
11/13/2024D.A. Davidson & CO.223,869$17.98M0.1%-3.1%0.618%
11/13/2024Summit Financial Wealth Advisors LLC3,050$245K0.0%N/A0.008%
11/13/2024Prosperity Financial Group Inc.29,856$2.40M1.3%+1.5%0.082%
11/13/2024Gentry Private Wealth LLC7,766$624K0.5%-14.6%0.021%
11/12/2024Larson Financial Group LLC4,570$367K0.0%-45.8%0.013%
11/12/2024StoneX Group Inc.21,522$1.73M0.2%-3.9%0.059%
11/12/2024Kingsview Wealth Management LLC22,807$1.83M0.0%-2.0%0.063%
11/12/2024Great Valley Advisor Group Inc.8,950$719K0.0%+15.2%0.025%
11/12/2024Allen Capital Group LLC15,677$1.26M0.2%-1.2%0.043%
11/12/2024Concorde Asset Management LLC120,040$9.64M5.4%-2.8%0.332%
11/12/2024Blackhawk Capital Partners LLC.8,675$697K0.4%-12.1%0.024%
11/9/2024LPL Financial LLC2,264,110$181.81M0.1%+6.7%6.253%
11/8/2024Darwin Wealth Management LLC748$60K0.0%N/A0.002%
11/8/2024Howe & Rusling Inc.2,871$231K0.0%N/A0.008%
11/8/2024Kraft Davis & Associates LLC12,080$943K0.3%+1.1%0.033%
11/8/2024Prospera Financial Services Inc45,892$3.69M0.1%+5.2%0.127%
11/7/2024 Claro Advisors LLC4,931$396K0.1%N/A0.014%
11/6/2024Main Street Financial Solutions LLC42,206$3.39M0.3%-1.5%0.117%
11/6/2024Kovack Advisors Inc.3,372$271K0.0%N/A0.009%
11/6/2024Oppenheimer & Co. Inc.36,518$2.93M0.0%-2.1%0.101%
11/5/2024Ashton Thomas Private Wealth LLC13,781$1.11M0.1%-1.6%0.038%
11/5/2024Proactive Wealth Strategies LLC3,874$311K0.2%N/A0.011%
11/5/2024Platform Technology Partners2,870$230K0.1%-9.4%0.008%
11/5/2024Apollon Financial LLC2,615$210K0.1%N/A0.007%
11/5/2024WealthPlan Investment Management LLC66,290$5.32M0.5%N/A0.183%
11/5/2024Harbour Investments Inc.64,231$5.16M0.2%+15.0%0.177%
11/5/2024Apollon Wealth Management LLC6,410$515K0.0%+6.7%0.018%
11/5/2024Nations Financial Group Inc. IA ADV4,751$382K0.0%N/A0.013%
11/4/2024tru Independence LLC2,704$217K0.1%N/A0.007%
11/4/2024Venturi Wealth Management LLC711$57K0.0%N/A0.002%
11/4/2024Cottonwood Capital Advisors LLC43,608$3.50M2.6%-7.5%0.120%
11/4/2024Tyler Stone Wealth Management50,401$4.05M0.8%+88.2%0.139%
11/4/2024Migdal Insurance & Financial Holdings Ltd.24,139$1.94M0.0%-4.9%0.067%
11/4/2024Colonial River Investments LLC2,520$202K0.1%N/A0.007%
11/4/2024Axxcess Wealth Management LLC2,520$202K0.0%N/A0.007%
11/4/2024Sigma Planning Corp102,204$8.21M0.3%-4.4%0.282%
11/1/2024Atria Investments Inc34,722$2.79M0.0%+4.1%0.096%
11/1/2024Assetmark Inc.112,842$9.06M0.0%+14.1%0.312%
11/1/2024Crumly & Associates Inc.97,987$7.87M2.2%N/A0.271%
11/1/2024ABLE Financial Group LLC8,106$651K0.2%-1.7%0.022%
11/1/2024Quantum Private Wealth LLC7,132$573K0.2%-9.3%0.020%
10/31/2024Concurrent Investment Advisors LLC16,839$1.35M0.0%+11.7%0.047%
10/30/2024United Advisor Group LLC3,943$317K0.1%+24.3%0.011%
10/30/2024World Equity Group Inc.30,740$2.47M0.9%+46.2%0.085%
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10/29/2024 TrueWealth Advisors LLC8,487$681K0.2%+2.2%0.023%
10/29/2024Janney Montgomery Scott LLC154,598$12.41M0.0%+2.1%0.427%
10/29/2024Farther Finance Advisors LLC6,481$520K0.0%N/A0.018%
10/29/2024Private Wealth Group LLC98,563$7.92M4.0%-1.3%0.272%
10/28/2024Gladstone Institutional Advisory LLC26,046$2.09M0.1%-8.4%0.072%
10/28/2024Pursue Wealth Partners LLC75,285$6.05M3.3%+0.3%0.208%
10/28/2024Stephens Inc. AR2,711$218K0.0%N/A0.007%
10/28/2024US Bancorp DE26,745$2.15M0.0%+15.6%0.074%
10/25/2024Financial Advocates Investment Management37,117$2.98M0.2%+6.5%0.103%
10/25/2024SteelPeak Wealth LLC5,250$422K0.0%+40.0%0.014%
(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, 300 institutional investors and hedge funds held shares of First Trust NASDAQ Technology Dividend Index Fund. The most heavily invested institutionals were LPL Financial LLC ($181.81M), Wells Fargo & Company MN ($90.04M), Raymond James Financial Services Advisors Inc. ($70.36M), UBS Group AG ($69.40M), Bank of America Corp DE ($67.94M), Envestnet Asset Management Inc. ($38.98M), and Cetera Investment Advisers ($32.07M).Learn more on TDIV's institutional investors.

Which institutional investors have been buying First Trust NASDAQ Technology Dividend Index Fund stock?

Of the 254 institutional investors that purchased First Trust NASDAQ Technology Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.08M), International Assets Investment Management LLC ($406.96K), UBS Group AG ($348.45K), Cetera Advisors LLC ($284.46K), Global Assets Advisory LLC ($271.95K), Arden Trust Co ($270.95K), and Envestnet Asset Management Inc. ($252.54K).

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

Institutional investors have bought a total of 7,504,627 shares in the last 24 months. This purchase volume represents approximately $571.84M in transactions.

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

Of the 169 institutional investors that sold First Trust NASDAQ Technology Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Miracle Mile Advisors LLC ($750.85K), UBS Group AG ($238.97K), Bank of America Corp DE ($167.01K), Raymond James Financial Services Advisors Inc. ($163.99K), Osaic Holdings Inc. ($115.35K), Private Advisor Group LLC ($106.02K), and Arden Trust Co ($103.10K).

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

Institutional investors have sold a total of 2,999,130 shares in the last 24 months. This volume of shares sold represents approximately $255.12M in transactions.



This page (NASDAQ:TDIV) was last updated on 1/18/2025 by MarketBeat.com Staff
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