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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
HBW
276
Hazlett, Burt & Watson
West Virginia
$241K -$13.8K -176 -6%
KA
277
Kovack Advisors
Florida
$240K +$209K +2,665 New
SWGC
278
Summit Wealth Group (Colorado)
Colorado
$239K +$208K +2,650 New
Corient Private Wealth
279
Corient Private Wealth
Florida
$236K +$206K +2,621 New
TI
280
tru Independence
Oregon
$232K +$202K +2,572 New
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$230K -$19.1K -244 -9%
PMWMG
282
Parr McKnight Wealth Management Group
Minnesota
$227K +$198K +2,521 New
CF
283
Centaurus Financial
California
$227K +$78 +1 +0%
FPAS
284
Focus Partners Advisor Solutions
Missouri
$223K +$194K +2,477 New
Cerity Partners
285
Cerity Partners
New York
$222K +$193K +2,463 New
WWM
286
WT Wealth Management
Arizona
$221K +$192K +2,450 New
SF
287
Summit Financial
New Jersey
$221K +$192K +2,447 New
TSS
288
Two Sigma Securities
New York
$219K +$191K +2,433 New
SWP
289
ShoreHaven Wealth Partners
New Jersey
$218K +$190K +2,423 New
PA
290
PSI Advisors
Florida
$216K +$38.8K +495 +26%
MIC
291
Meridian Investment Counsel
California
$216K +$188K +2,400 New
CFS
292
Compass Financial Services
Iowa
$214K -$59.2K -755 -24%
TWM
293
Trueblood Wealth Management
Ohio
$213K +$185K +2,362 New
AAS
294
Asset Allocation Strategies
Michigan
$204K +$178K +2,264 New
CRI
295
Colonial River Investments
Virginia
$202K +$172K +2,195 New
SFP
296
Sandbox Financial Partners
Maryland
$201K +$175K +2,225 New
William Blair & Company
297
William Blair & Company
Illinois
$196K
MAS
298
MPWM Advisory Solutions
Georgia
$191K +$166K +2,120 New
AP
299
Advisors Preferred
Maryland
$187K +$163K +2,076 New
Bank of Montreal
300
Bank of Montreal
Ontario, Canada
$171K

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.