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First Trust NASDAQ Technology Dividend Index Fund

374 hedge funds and large institutions have $2B invested in First Trust NASDAQ Technology Dividend Index Fund in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

29% more capital invested

Capital invested by funds: $1.55B → $2B (+$449M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 123

5% more funds holding

Funds holding: 357374 (+17)

2.59% more ownership

Funds ownership: 58.6%61.19% (+2.6%)

Holders
374
Holders Change
+17
Holders Change %
+4.76%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
45
Increased
138
Reduced
123
Closed
24
Calls
$424K
Puts
Net Calls
+$424K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
251
Blue Bell Private Wealth Management
Pennsylvania
$301K
SMC
252
Smith, Moore & Co
Missouri
$296K +$21.9K +279 +9%
IWM
253
IHT Wealth Management
Illinois
$293K -$5.8K -74 -2%
AEPWM
254
Atlantic Edge Private Wealth Management
Florida
$291K
SFWA
255
Summit Financial Wealth Advisors
Louisiana
$291K
TTWM
256
TCV Trust & Wealth Management
Virginia
$288K
PCG
257
Prosperity Consulting Group
Maryland
$286K
ATC
258
Argent Trust Co
Tennessee
$283K +$7.84K +100 +3%
AZ
259
Alpha Zero
Florida
$283K
CFCI
260
Comprehensive Financial Consultants Institutional
Indiana
$279K -$52.2K -666 -18%
AAS
261
Ameritas Advisory Services
Nebraska
$277K -$75K -956 -24%
Kovitz Investment Group Partners
262
Kovitz Investment Group Partners
Illinois
$274K
SW
263
Simplicity Wealth
New Jersey
$272K +$237K +3,021 New
DWP
264
Destiny Wealth Partners
Florida
$267K
SHA
265
Seneca House Advisors
Virginia
$264K +$8.08K +103 +4%
IAIM
266
International Assets Investment Management
Florida
$263K +$235 +3 +0.1%
MWG
267
Martin Worley Group
Utah
$263K +$229K +2,915 New
PTP
268
Platform Technology Partners
New York
$259K +$78 +1 +0%
BJL
269
Brighton Jones LLC
Washington
$258K +$225K +2,865 New
Neuberger Berman Group
270
Neuberger Berman Group
New York
$251K
AA
271
Armis Advisers
Georgia
$249K -$75.4K -961 -26%
PWM
272
Power Wealth Management
Georgia
$248K
FAN
273
Financial Advisors Network
California
$246K
MPIA
274
Milestones Private Investment Advisors
New York
$244K +$212K +2,702 New
RSWM
275
Robertson Stephens Wealth Management
California
$241K -$8.55M -108,976 -98%

TDIV Hedge Fund Activity: Q2 2025 in Review

374 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2025, worth a combined $2B — up 29% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TDIV positions and 24 closed out — a net gain of 21 holders — while 138 added to existing stakes and 123 trimmed.

The largest buyer was &Partners, adding an estimated $28.7M. The largest seller was Wells Fargo, cutting an estimated $22.5M.

  • 374 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2025, up from 357 in Q1 2025.
  • Funds reported $2B of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2025, up 29% quarter-over-quarter.
  • 45 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2025 and 24 closed out, a net change of +21 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2025 was &Partners, an estimated $28.7M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2025 was Wells Fargo, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2025.