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

First Trust NASDAQ Technology Dividend Index Fund logo
$70.23 +0.20 (+0.29%)
As of 04/15/2025 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
210
Total
Institutional Inflows
(last 12 months)
$371.51M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$76.62M
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TDIV Institutional Buying and Selling by Quarter

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First Trust NASDAQ Technology Dividend Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Sagace Wealth Management LLC17,916$1.32M1.0%+4.9%0.050%
4/15/2025Capital Advisors Ltd. LLC39,969$2.94M0.4%+0.8%0.111%
4/15/2025Redhawk Wealth Advisors Inc.16,093$1.19M0.2%-39.0%0.045%
4/14/2025 Farther Finance Advisors LLC20,309$1.50M0.0%+2,030,800.0%0.056%
4/14/2025 SOA Wealth Advisors LLC.95,855$7.06M0.8%N/A0.265%
4/14/2025 Wedmont Private Capital18,343$1.28M0.1%N/A0.051%
4/10/2025 Key Client Fiduciary Advisors LLC3,732$275K0.1%+5.6%0.010%
4/10/2025 Iams Wealth Management LLC47,773$3.52M1.6%+15.9%0.132%
4/10/2025 TrueWealth Advisors LLC9,445$695K0.2%+3.6%0.026%
4/10/2025 Clarus Wealth Advisors9,011$645K0.3%+96.1%0.025%
4/9/2025 RFG Advisory LLC11,913$877K0.0%+13.5%0.033%
4/9/2025 HBW Advisory Services LLC4,964$365K0.1%-29.1%0.014%
4/9/2025 Merit Financial Group LLC4,201$309K0.0%-8.3%0.012%
4/9/2025 NBC Securities Inc.8,384$617K0.1%+104,700.0%0.023%
4/9/2025 Mid American Wealth Advisory Group Inc.3,635$268K0.1%N/A0.010%
4/8/2025 LVM Capital Management Ltd. MI6,350$467K0.1%-5.6%0.018%
4/8/2025 Private Client Services LLC6,103$449K0.2%+17.8%0.017%
4/7/2025 GAMMA Investing LLC83,474$6.15M0.0%+6,686.5%0.231%
4/2/2025 Park National Corp OH306,575$22.57M0.8%-1.8%0.847%
4/1/2025 Hobart Private Capital LLC43,729$3.22M0.8%+7.9%0.121%
3/17/2025Wealth Enhancement Advisory Services LLC39,875$3.13M0.0%+22.4%0.109%
3/12/2025Centaurus Financial Inc.2,516$197K0.0%+80.4%0.007%
2/27/2025Bernard Wealth Management Corp.528$41K0.0%N/A0.001%
2/25/2025Armis Advisers LLC4,102$322K0.0%N/A0.011%
2/24/2025United Advisor Group LLC4,373$343K0.1%+10.9%0.012%
2/19/2025Richmond Investment Services LLC5,418$425K0.2%N/A0.015%
2/17/2025Snowden Capital Advisors LLC52,128$4.09M0.1%+16.5%0.143%
2/17/2025Royal Bank of Canada460,725$36.15M0.0%+4.8%1.264%
2/17/2025Quadcap Wealth Management LLC42,002$3.30M0.5%+15.1%0.115%
2/17/2025Global Assets Advisory LLC4,001$314K0.2%+3.8%0.011%
2/17/2025Focus Partners Wealth10,326$810K0.0%N/A0.028%
2/17/2025D. E. Shaw & Co. Inc.3,761$295K0.0%N/A0.010%
2/17/2025EP Wealth Advisors LLC7,522$590K0.0%-1.7%0.021%
2/17/2025EPG Wealth Management LLC1,268$100K0.0%-80.1%0.003%
2/17/2025CoreCap Advisors LLC14,227$1.12M0.1%-1.2%0.039%
2/17/2025Cetera Investment Advisers444,864$34.90M0.1%+30.8%1.220%
2/17/2025Baird Financial Group Inc.38,615$3.03M0.0%-29.4%0.106%
2/17/2025Bank of America Corp DE1,378,342$108.15M0.0%+16.0%3.780%
2/17/2025Benjamin Edwards Inc.107,541$8.44M0.1%+9.2%0.295%
2/17/2025BNP Paribas Financial Markets50,000$3.92M0.0%N/A0.137%
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2/17/2025Ameriprise Financial Inc.436,140$34.22M0.0%+13.3%1.196%
2/14/2025Mercer Global Advisors Inc. ADV17,889$1.40M0.0%-4.0%0.049%
2/14/2025Comerica Bank19,148$1.50M0.0%+3.4%0.053%
2/14/2025Owen LaRue LLC4,313$338K0.2%+4.8%0.012%
2/14/2025Lido Advisors LLC35,921$2.82M0.0%-5.1%0.099%
2/14/2025Northern Trust Corp2,716$213K0.0%N/A0.007%
2/14/2025Prosperity Consulting Group LLC3,250$255K0.0%+10.4%0.009%
2/14/2025Kovitz Investment Group Partners LLC3,040$239K0.0%N/A0.008%
2/14/2025Coppell Advisory Solutions LLC74,195$5.87M0.8%+7.2%0.203%
2/14/2025MGO One Seven LLC11,941$937K0.0%-12.5%0.033%
2/14/2025Harvest Investment Services LLC49,285$3.87M0.9%-1.0%0.135%
2/14/2025Susquehanna International Group LLP26,307$2.06M0.0%+99.5%0.072%
2/14/2025IHT Wealth Management LLC2,655$208K0.0%N/A0.007%
2/14/2025Stifel Financial Corp254,760$19.99M0.0%+1.1%0.699%
2/14/2025Transce3nd LLC462$36K0.0%N/A0.001%
2/14/2025MML Investors Services LLC49,444$3.88M0.0%+15.7%0.136%
2/14/2025GeoWealth Management LLC4,311$338K0.0%-68.0%0.012%
2/14/2025Concourse Financial Group Securities Inc.16,700$1.39M0.1%+6.3%0.046%
2/13/2025NewEdge Advisors LLC208,803$16.38M0.1%-0.5%0.573%
2/13/2025Main Street Financial Solutions LLC41,178$3.23M0.3%-2.4%0.113%
2/13/2025Regal Investment Advisors LLC28,307$2.22M0.2%-16.2%0.078%
2/13/2025LaSalle St. Investment Advisors LLC10,568$829K0.3%N/A0.029%
2/13/2025CreativeOne Wealth LLC6,786$532K0.0%N/A0.019%
2/13/2025Mariner LLC42,684$3.35M0.0%+29.8%0.117%
2/13/2025Rockefeller Capital Management L.P.39,038$3.06M0.0%+11.8%0.107%
2/13/2025Concorde Asset Management LLC125,496$9.85M5.1%+4.5%0.344%
2/13/2025Kraft Davis & Associates LLC4,253$345K0.1%-64.8%0.012%
2/13/2025Advisory Services Network LLC4,550$357K0.0%-2.8%0.012%
2/13/2025Cerity Partners LLC2,649$208K0.0%N/A0.007%
2/13/2025Trek Financial LLC3,173$249K0.0%+10.7%0.009%
2/13/2025Russell Investments Group Ltd.1,427$112K0.0%+227.3%0.004%
2/13/2025Envestnet Asset Management Inc.585,370$45.93M0.0%+13.7%1.606%
2/13/2025Wells Fargo & Company MN1,685,100$132.21M0.0%-3.8%4.622%
2/12/2025World Investment Advisors37,314$2.93M0.1%+11.6%0.102%
2/12/2025OneAscent Financial Services LLC27,430$2.15M0.2%N/A0.075%
2/12/2025National Wealth Management Group LLC22,593$1.77M1.2%+10.8%0.062%
2/12/2025StoneX Group Inc.28,353$2.23M0.1%+31.7%0.078%
2/12/2025FSB Premier Wealth Management Inc.27,594$2.17M0.9%-4.6%0.076%
2/12/2025BlueChip Wealth Advisors LLC40,576$3.18M1.8%+11.4%0.111%
2/12/2025Tucker Asset Management LLC3,181$250K0.0%-9.3%0.009%
2/12/2025Level Four Advisory Services LLC4,689$368K0.0%+7.3%0.013%
2/12/2025JPMorgan Chase & Co.43,830$3.44M0.0%+12.4%0.120%
2/12/2025Tyler Stone Wealth Management47,797$3.75M0.7%-5.2%0.131%
2/12/2025Morey & Quinn Wealth Partners LLC31,286$2.46M2.1%N/A0.086%
2/12/2025PKS Advisory Services LLC7,526$591K0.2%N/A0.021%
2/11/2025Modern Wealth Management LLC7,170$586K0.0%N/A0.020%
2/11/2025Sequent Planning LLC15,728$1.23M0.5%-2.4%0.043%
2/11/2025LPL Financial LLC2,247,424$176.33M0.1%-0.7%6.164%
2/11/2025Millstone Evans Group LLC355$28K0.0%N/A0.001%
2/10/2025Clearwater Capital Advisors LLC12,198$957K0.1%-60.0%0.033%
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2/10/2025Harbour Investments Inc.69,481$5.45M0.2%+8.2%0.191%
2/10/2025Envestnet Portfolio Solutions Inc.88,512$6.95M0.0%+14.0%0.243%
2/10/2025Harbour Investment Management LLC7,189$564K0.2%N/A0.020%
2/10/2025Commonwealth Equity Services LLC396,219$31.09M0.0%+2.8%1.087%
2/10/2025Avantax Advisory Services Inc.70,706$5.55M0.0%-0.6%0.194%
2/7/2025PFG Advisors22,261$1.75M0.1%+307.9%0.061%
2/7/2025HighTower Advisors LLC45,737$3.59M0.0%-1.1%0.125%
2/7/2025New England Private Wealth Advisors LLC155,280$12.18M1.9%+0.4%0.426%
2/7/2025Prosperity Financial Group Inc.30,544$2.40M1.2%+2.3%0.084%
2/7/2025Wealthfront Advisers LLC90,833$7.13M0.0%+169.4%0.249%
(Data available from 1/1/2016 forward)

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TDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TDIV shares?

During the previous two years, 331 institutional investors and hedge funds held shares of First Trust NASDAQ Technology Dividend Index Fund. The most heavily invested institutionals were LPL Financial LLC ($176.33M), Wells Fargo & Company MN ($132.21M), Bank of America Corp DE ($108.15M), Raymond James Financial Inc. ($96.39M), Raymond James Financial Services Advisors Inc. ($70.36M), UBS Group AG ($69.40M), and Envestnet Asset Management Inc. ($45.93M).Learn more on TDIV's institutional investors.

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

Of the 282 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: Raymond James Financial Inc. ($1.23M), LPL Financial LLC ($1.04M), International Assets Investment Management LLC ($369.23K), Envestnet Asset Management Inc. ($307.07K), Cetera Advisors LLC ($284.46K), Global Assets Advisory LLC ($272.09K), and Arden Trust Co ($270.95K).

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

Institutional investors have bought a total of 9,303,331 shares in the last 24 months. This purchase volume represents approximately $696.97M in transactions.

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

Of the 177 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: UBS Group AG ($238.97K), Osaic Holdings Inc. ($115.35K), Ethos Financial Group LLC ($109.53K), Arden Trust Co ($103.10K), Raymond James Financial Services Advisors Inc. ($82.10K), Apeiron RIA LLC ($72.95K), and Atria Wealth Solutions Inc. ($72.37K).

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

Institutional investors have sold a total of 2,008,825 shares in the last 24 months. This volume of shares sold represents approximately $152.70M in transactions.



This page (NASDAQ:TDIV) was last updated on 4/16/2025 by MarketBeat.com Staff
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