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

First Trust NASDAQ Technology Dividend Index Fund logo
$75.11 -0.86 (-1.13%)
As of 03/27/2025 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)
208
Total
Institutional Inflows
(last 12 months)
$372.56M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$76.45M
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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
3/17/2025 Wealth Enhancement Advisory Services LLC39,875$3.13M0.0%+22.4%0.109%
3/12/2025 Centaurus Financial Inc.2,516$197K0.0%+80.4%0.007%
2/27/2025 Bernard Wealth Management Corp.528$41K0.0%N/A0.001%
2/25/2025 Armis Advisers LLC4,102$322K0.0%N/A0.011%
2/24/2025 United Advisor Group LLC4,373$343K0.1%+10.9%0.012%
2/19/2025 Richmond Investment Services LLC5,418$425K0.2%N/A0.015%
2/17/2025 Snowden Capital Advisors LLC52,128$4.09M0.1%+16.5%0.143%
2/17/2025 Royal Bank of Canada460,725$36.15M0.0%+4.8%1.264%
2/17/2025 Quadcap Wealth Management LLC42,002$3.30M0.5%+15.1%0.115%
2/17/2025 Global Assets Advisory LLC4,001$314K0.2%+3.8%0.011%
2/17/2025 Focus Partners Wealth10,326$810K0.0%N/A0.028%
2/17/2025 D. E. Shaw & Co. Inc.3,761$295K0.0%N/A0.010%
2/17/2025 EP Wealth Advisors LLC7,522$590K0.0%-1.7%0.021%
2/17/2025 EPG Wealth Management LLC1,268$100K0.0%-80.1%0.003%
2/17/2025 CoreCap Advisors LLC14,227$1.12M0.1%-1.2%0.039%
2/17/2025 Cetera Investment Advisers444,864$34.90M0.1%+30.8%1.220%
2/17/2025 Baird Financial Group Inc.38,615$3.03M0.0%-29.4%0.106%
2/17/2025 Bank of America Corp DE1,378,342$108.15M0.0%+16.0%3.780%
2/17/2025 Benjamin Edwards Inc.107,541$8.44M0.1%+9.2%0.295%
2/17/2025 BNP Paribas Financial Markets50,000$3.92M0.0%N/A0.137%
2/17/2025 Ameriprise Financial Inc.436,140$34.22M0.0%+13.3%1.196%
2/14/2025 Mercer Global Advisors Inc. ADV17,889$1.40M0.0%-4.0%0.049%
2/14/2025 Comerica Bank19,148$1.50M0.0%+3.4%0.053%
2/14/2025 Owen LaRue LLC4,313$338K0.2%+4.8%0.012%
2/14/2025 Lido Advisors LLC35,921$2.82M0.0%-5.1%0.099%
2/14/2025 Northern Trust Corp2,716$213K0.0%N/A0.007%
2/14/2025 Prosperity Consulting Group LLC3,250$255K0.0%+10.4%0.009%
2/14/2025 Kovitz Investment Group Partners LLC3,040$239K0.0%N/A0.008%
2/14/2025 Coppell Advisory Solutions LLC74,195$5.87M0.8%+7.2%0.203%
2/14/2025 MGO One Seven LLC11,941$937K0.0%-12.5%0.033%
2/14/2025 Harvest Investment Services LLC49,285$3.87M0.9%-1.0%0.135%
2/14/2025 Susquehanna International Group LLP26,307$2.06M0.0%+99.5%0.072%
2/14/2025 IHT Wealth Management LLC2,655$208K0.0%N/A0.007%
2/14/2025 Stifel Financial Corp254,760$19.99M0.0%+1.1%0.699%
2/14/2025 Transce3nd LLC462$36K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC49,444$3.88M0.0%+15.7%0.136%
2/14/2025 GeoWealth Management LLC4,311$338K0.0%-68.0%0.012%
2/14/2025 Concourse Financial Group Securities Inc.16,700$1.39M0.1%+6.3%0.046%
2/13/2025 NewEdge Advisors LLC208,803$16.38M0.1%-0.5%0.573%
2/13/2025 Main Street Financial Solutions LLC41,178$3.23M0.3%-2.4%0.113%
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2/13/2025 Regal Investment Advisors LLC28,307$2.22M0.2%-16.2%0.078%
2/13/2025 LaSalle St. Investment Advisors LLC10,568$829K0.3%N/A0.029%
2/13/2025 CreativeOne Wealth LLC6,786$532K0.0%N/A0.019%
2/13/2025 Mariner LLC42,684$3.35M0.0%+29.8%0.117%
2/13/2025 Rockefeller Capital Management L.P.39,038$3.06M0.0%+11.8%0.107%
2/13/2025 Concorde Asset Management LLC125,496$9.85M5.1%+4.5%0.344%
2/13/2025 Kraft Davis & Associates LLC4,253$345K0.1%-64.8%0.012%
2/13/2025 Advisory Services Network LLC4,550$357K0.0%-2.8%0.012%
2/13/2025 Cerity Partners LLC2,649$208K0.0%N/A0.007%
2/13/2025 Trek Financial LLC3,173$249K0.0%+10.7%0.009%
2/13/2025 Russell Investments Group Ltd.1,427$112K0.0%+227.3%0.004%
2/13/2025 Envestnet Asset Management Inc.585,370$45.93M0.0%+13.7%1.606%
2/13/2025 Wells Fargo & Company MN1,685,100$132.21M0.0%-3.8%4.622%
2/12/2025 World Investment Advisors37,314$2.93M0.1%+11.6%0.102%
2/12/2025 OneAscent Financial Services LLC27,430$2.15M0.2%N/A0.075%
2/12/2025 National Wealth Management Group LLC22,593$1.77M1.2%+10.8%0.062%
2/12/2025 StoneX Group Inc.28,353$2.23M0.1%+31.7%0.078%
2/12/2025 FSB Premier Wealth Management Inc.27,594$2.17M0.9%-4.6%0.076%
2/12/2025 BlueChip Wealth Advisors LLC40,576$3.18M1.8%+11.4%0.111%
2/12/2025 Tucker Asset Management LLC3,181$250K0.0%-9.3%0.009%
2/12/2025 Level Four Advisory Services LLC4,689$368K0.0%+7.3%0.013%
2/12/2025 JPMorgan Chase & Co.43,830$3.44M0.0%+12.4%0.120%
2/12/2025 Tyler Stone Wealth Management47,797$3.75M0.7%-5.2%0.131%
2/12/2025 Morey & Quinn Wealth Partners LLC31,286$2.46M2.1%N/A0.086%
2/12/2025 PKS Advisory Services LLC7,526$591K0.2%N/A0.021%
2/11/2025 Modern Wealth Management LLC7,170$586K0.0%N/A0.020%
2/11/2025 Sequent Planning LLC15,728$1.23M0.5%-2.4%0.043%
2/11/2025 LPL Financial LLC2,247,424$176.33M0.1%-0.7%6.164%
2/11/2025 Millstone Evans Group LLC355$28K0.0%N/A0.001%
2/10/2025 Clearwater Capital Advisors LLC12,198$957K0.1%-60.0%0.033%
2/10/2025 Harbour Investments Inc.69,481$5.45M0.2%+8.2%0.191%
2/10/2025 Envestnet Portfolio Solutions Inc.88,512$6.95M0.0%+14.0%0.243%
2/10/2025 Harbour Investment Management LLC7,189$564K0.2%N/A0.020%
2/10/2025 Commonwealth Equity Services LLC396,219$31.09M0.0%+2.8%1.087%
2/10/2025 Avantax Advisory Services Inc.70,706$5.55M0.0%-0.6%0.194%
2/7/2025 PFG Advisors22,261$1.75M0.1%+307.9%0.061%
2/7/2025 HighTower Advisors LLC45,737$3.59M0.0%-1.1%0.125%
2/7/2025 New England Private Wealth Advisors LLC155,280$12.18M1.9%+0.4%0.426%
2/7/2025 Prosperity Financial Group Inc.30,544$2.40M1.2%+2.3%0.084%
2/7/2025 Wealthfront Advisers LLC90,833$7.13M0.0%+169.4%0.249%
2/7/2025 Ranch Capital Advisors Inc.39,294$3.08M1.5%+5.7%0.108%
2/7/2025 Independent Advisor Alliance37,752$2.96M0.0%N/A0.104%
2/7/2025 Simplicity Wealth LLC5,211$409K0.1%+9.2%0.014%
2/7/2025 Larson Financial Group LLC2,845$223K0.0%-37.7%0.008%
2/7/2025 PNC Financial Services Group Inc.4,660$366K0.0%+4.3%0.013%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,867$1.32M0.2%+7.1%0.046%
2/6/2025 Ethos Financial Group LLC3,619$284K0.0%-96.8%0.010%
2/6/2025 Raymond James Financial Inc.1,228,466$96.39M0.0%N/A3.369%
2/6/2025 M&T Bank Corp6,361$499K0.0%+17.1%0.017%
2/6/2025 Atria Investments Inc42,264$3.32M0.0%+21.7%0.116%
Trump’s Final Plan (Ad)

Presidential insider exposes shocking plot to reshape U.S. economy: The 2025 Trump Reset -- Inside Trump’s secret plan to trigger the greatest transfer of wealth since FDR and LBJ – trillions of dollars could be redistributed.

2/6/2025 Assetmark Inc.137,792$10.81M0.0%+22.1%0.378%
2/6/2025 Gentry Private Wealth LLC6,635$521K2.2%-14.6%0.018%
2/6/2025 Jones Financial Companies Lllp10,780$846K0.0%+299.3%0.030%
2/5/2025 Flaharty Asset Management LLC295,251$23.17M3.4%-2.8%0.810%
2/5/2025 US Bancorp DE35,161$2.76M0.0%+31.5%0.096%
2/5/2025 Private Trust Co. NA2,282$179K0.0%+5.8%0.006%
2/5/2025 Oppenheimer & Co. Inc.36,653$2.88M0.0%+0.4%0.101%
2/5/2025 NewEdge Wealth LLC24,649$1.93M0.0%-0.8%0.068%
2/4/2025 Bank of New York Mellon Corp60,148$4.72M0.0%-5.7%0.165%
2/4/2025 Blackhawk Capital Partners LLC.9,284$728K0.4%+7.0%0.025%
(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, 330 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 281 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 9,177,083 shares in the last 24 months. This purchase volume represents approximately $691.85M in transactions.

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

Of the 176 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 2,023,129 shares in the last 24 months. This volume of shares sold represents approximately $154.89M in transactions.



This page (NASDAQ:TDIV) was last updated on 3/28/2025 by MarketBeat.com Staff
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