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

First Trust NASDAQ Technology Dividend Index Fund logo
$80.91 -0.03 (-0.04%)
(As of 11:44 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$255.20M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$58.60M
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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
11/25/2024 World Investment Advisors LLC33,436$2.69M0.1%+524.6%0.092%
11/25/2024 Sanctuary Advisors LLC21,826$1.75M0.0%+10.9%0.060%
11/25/2024 Pine Valley Investments Ltd Liability Co107,216$8.61M0.5%-1.9%0.296%
11/15/2024 MML Investors Services LLC42,725$3.43M0.0%+16.1%0.118%
11/15/2024 EP Wealth Advisors LLC7,649$614K0.0%+6.6%0.021%
11/15/2024 Stifel Financial Corp252,044$20.24M0.0%-7.0%0.696%
11/15/2024 Pinnacle Family Advisors LLC18,855$1.51M0.8%-4.3%0.052%
11/15/2024 HighTower Advisors LLC46,223$3.71M0.0%-1.0%0.128%
11/15/2024 Hilltop Holdings Inc.5,749$462K0.0%N/A0.016%
11/15/2024 Benjamin Edwards Inc.98,489$7.91M0.1%+2,785.7%0.272%
11/15/2024 Kestra Investment Management LLC181,751$14.60M0.6%-0.5%0.502%
11/14/2024 Rockefeller Capital Management L.P.34,921$2.80M0.0%-0.7%0.096%
11/14/2024 National Wealth Management Group LLC20,387$1.64M1.1%+289.7%0.056%
11/13/2024 Avestar Capital LLC3,300$265K0.0%N/A0.009%
11/13/2024 FMR LLC7,932$637K0.0%+3.1%0.022%
11/13/2024 D.A. Davidson & CO.223,869$17.98M0.1%-3.1%0.618%
11/13/2024 Summit Financial Wealth Advisors LLC3,050$245K0.0%N/A0.008%
11/13/2024 Prosperity Financial Group Inc.29,856$2.40M1.3%+1.5%0.082%
11/13/2024 Gentry Private Wealth LLC7,766$624K0.5%-14.6%0.021%
11/12/2024Larson Financial Group LLC4,570$367K0.0%-45.8%0.013%
11/12/2024 StoneX Group Inc.21,522$1.73M0.2%-3.9%0.059%
11/12/2024 Kingsview Wealth Management LLC22,807$1.83M0.0%-2.0%0.063%
11/12/2024 Great Valley Advisor Group Inc.8,950$719K0.0%+15.2%0.025%
11/12/2024 Allen Capital Group LLC15,677$1.26M0.2%-1.2%0.043%
11/12/2024 Concorde Asset Management LLC120,040$9.64M5.4%-2.8%0.332%
11/12/2024 Blackhawk Capital Partners LLC.8,675$697K0.4%-12.1%0.024%
11/9/2024 LPL Financial LLC2,264,110$181.81M0.1%+6.7%6.253%
11/8/2024 Darwin Wealth Management LLC748$60K0.0%N/A0.002%
11/8/2024 Howe & Rusling Inc.2,871$231K0.0%N/A0.008%
11/8/2024 Kraft Davis & Associates LLC12,080$943K0.3%+1.1%0.033%
11/8/2024 Prospera Financial Services Inc45,892$3.69M0.1%+5.2%0.127%
11/7/2024 Claro Advisors LLC4,931$396K0.1%N/A0.014%
11/6/2024 Main Street Financial Solutions LLC42,206$3.39M0.3%-1.5%0.117%
11/6/2024 Kovack Advisors Inc.3,372$271K0.0%N/A0.009%
11/6/2024 Oppenheimer & Co. Inc.36,518$2.93M0.0%-2.1%0.101%
11/5/2024 Ashton Thomas Private Wealth LLC13,781$1.11M0.1%-1.6%0.038%
11/5/2024 Proactive Wealth Strategies LLC3,874$311K0.2%N/A0.011%
11/5/2024 Platform Technology Partners2,870$230K0.1%-9.4%0.008%
11/5/2024 Apollon Financial LLC2,615$210K0.1%N/A0.007%
11/5/2024 WealthPlan Investment Management LLC66,290$5.32M0.5%N/A0.183%
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11/5/2024 Harbour Investments Inc.64,231$5.16M0.2%+15.0%0.177%
11/5/2024 Apollon Wealth Management LLC6,410$515K0.0%+6.7%0.018%
11/5/2024 Nations Financial Group Inc. IA ADV4,751$382K0.0%N/A0.013%
11/4/2024 tru Independence LLC2,704$217K0.1%N/A0.007%
11/4/2024 Venturi Wealth Management LLC711$57K0.0%N/A0.002%
11/4/2024 Cottonwood Capital Advisors LLC43,608$3.50M2.6%-7.5%0.120%
11/4/2024 Tyler Stone Wealth Management50,401$4.05M0.8%+88.2%0.139%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.24,139$1.94M0.0%-4.9%0.067%
11/4/2024 Colonial River Investments LLC2,520$202K0.1%N/A0.007%
11/4/2024 Axxcess Wealth Management LLC2,520$202K0.0%N/A0.007%
11/4/2024 Sigma Planning Corp102,204$8.21M0.3%-4.4%0.282%
11/1/2024 Atria Investments Inc34,722$2.79M0.0%+4.1%0.096%
11/1/2024 Assetmark Inc.112,842$9.06M0.0%+14.1%0.312%
11/1/2024 Crumly & Associates Inc.97,987$7.87M2.2%N/A0.271%
11/1/2024 ABLE Financial Group LLC8,106$651K0.2%-1.7%0.022%
11/1/2024 Quantum Private Wealth LLC7,132$573K0.2%-9.3%0.020%
10/31/2024 Concurrent Investment Advisors LLC16,839$1.35M0.0%+11.7%0.047%
10/30/2024 United Advisor Group LLC3,943$317K0.1%+24.3%0.011%
10/30/2024 World Equity Group Inc.30,740$2.47M0.9%+46.2%0.085%
10/29/2024 TrueWealth Advisors LLC8,487$681K0.2%+2.2%0.023%
10/29/2024 Janney Montgomery Scott LLC154,598$12.41M0.0%+2.1%0.427%
10/29/2024 Farther Finance Advisors LLC6,481$520K0.0%N/A0.018%
10/29/2024 Private Wealth Group LLC98,563$7.92M4.0%-1.3%0.272%
10/28/2024 Gladstone Institutional Advisory LLC26,046$2.09M0.1%-8.4%0.072%
10/28/2024 Pursue Wealth Partners LLC75,285$6.05M3.3%+0.3%0.208%
10/28/2024 Stephens Inc. AR2,711$218K0.0%N/A0.007%
10/28/2024 US Bancorp DE26,745$2.15M0.0%+15.6%0.074%
10/25/2024 Financial Advocates Investment Management37,117$2.98M0.2%+6.5%0.103%
10/25/2024 SteelPeak Wealth LLC5,250$422K0.0%+40.0%0.014%
10/25/2024 Great Diamond Partners LLC54,934$4.41M1.1%-10.9%0.152%
10/25/2024 Gateway Wealth Partners LLC36,349$2.92M0.8%-2.4%0.100%
10/24/2024 Patriot Financial Group Insurance Agency LLC11,060$888K0.1%-1.7%0.031%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,756$1.27M0.2%N/A0.044%
10/24/2024 Barnes Pettey Financial Advisors LLC2,804$225K0.2%-5.5%0.008%
10/24/2024 Capital Advisors Ltd. LLC38,640$3.10M0.4%+6.0%0.107%
10/24/2024 TCV Trust & Wealth Management Inc.3,189$256K0.0%N/A0.009%
10/24/2024 Wealth Enhancement Advisory Services LLC32,587$2.62M0.0%+13.0%0.090%
10/24/2024 PFG Investments LLC6,195$497K0.0%+9.5%0.017%
10/24/2024 Masso Torrence Wealth Management Inc.3,693$297K0.2%-21.6%0.010%
10/24/2024 Arkadios Wealth Advisors10,165$816K0.0%+107.7%0.028%
10/23/2024 Mirae Asset Global Investments Co. Ltd.124,700$10.02M0.0%+277.9%0.345%
10/23/2024 Silver Oak Securities Incorporated16,453$1.32M0.1%+22.3%0.046%
10/23/2024 Global Assets Advisory LLC3,855$304K0.2%N/A0.011%
10/23/2024 Cherry Creek Investment Advisors Inc.151,273$12.15M6.3%-1.1%0.418%
10/22/2024 DHJJ Financial Advisors Ltd.21,298$1.71M0.7%-1.2%0.059%
10/22/2024 TFG Advisers LLC15,449$1.24M0.4%+10.1%0.043%
10/22/2024 Elevated Capital Advisors LLC12,070$969K0.3%-2.0%0.033%
10/22/2024 Private Advisor Group LLC32,534$2.61M0.0%-42.1%0.090%
10/21/2024 Whittier Trust Co.625$50K0.0%-47.2%0.002%
10/21/2024 Genesee Capital Advisors LLC5,173$415K0.2%+8.7%0.014%
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10/18/2024Commonwealth Equity Services LLC385,382$30.95M0.0%+2.8%1.066%
10/18/2024Raymond James & Associates372,282$29.89M0.0%-1.8%1.030%
10/17/2024Stratos Wealth Partners LTD.117,446$9.43M0.1%+1.5%0.325%
10/17/2024Richard W. Paul & Associates LLC1,806$145K0.1%-17.2%0.005%
10/17/2024 Claro Advisors LLC1,833$147K0.0%N/A0.005%
10/16/2024 Secure Asset Management LLC6,356$510K0.1%-3.2%0.018%
10/16/2024 Global Retirement Partners LLC20,759$1.67M0.1%-3.1%0.058%
10/16/2024 Avaii Wealth Management LLC114,619$9.20M4.6%N/A0.318%
10/16/2024 Hengehold Capital Management LLC59,277$4.76M0.5%+3.4%0.164%
10/16/2024 Kaydan Wealth Management Inc.30,098$2.42M0.7%-3.6%0.083%
(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, 291 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 249 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 ($404.10K), 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 7,448,664 shares in the last 24 months. This purchase volume represents approximately $567.78M in transactions.

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

Of the 165 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 2,963,911 shares in the last 24 months. This volume of shares sold represents approximately $252.64M in transactions.



This page (NASDAQ:TDIV) was last updated on 12/18/2024 by MarketBeat.com Staff
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