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First Trust NASDAQ Technology Dividend Index Fund

395 hedge funds and large institutions have $2.27B invested in First Trust NASDAQ Technology Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 144 increasing their positions, 142 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

4% more funds holding

Funds holding: 381395 (+14)

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 142

0.04% more ownership

Funds ownership: 61.68%61.72% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less capital invested

Capital invested by funds: $2.29B → $2.27B (-$13.3M)

Holders
395
Holders Change
+14
Holders Change %
+3.67%
% of All Funds
4.8%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
44
Increased
144
Reduced
142
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
301
William Blair & Company
Illinois
$234K -$9.93K -101 -4%
RF
302
Rossby Financial
Florida
$233K -$9.34K -95 -4%
MIC
303
Meridian Investment Counsel
California
$232K
First Trust Advisors
304
First Trust Advisors
Illinois
$231K +$235K +2,389 New
TWM
305
Trueblood Wealth Management
Ohio
$230K +$885 +9 +0.4%
WWM
306
WT Wealth Management
Arizona
$226K -$11.7K -119 -5%
PWM
307
Perigon Wealth Management
California
$217K -$12.2K -124 -5%
SFP
308
Sandbox Financial Partners
Maryland
$215K
AA
309
Armis Advisers
Georgia
$214K +$224K +2,279 New
WANY
310
Wealthspire Advisors (New York)
New York
$214K
IWN
311
Independent Wealth Network
Iowa
$214K +$8.65K +88 +4%
JCM
312
Jacobi Capital Management
Pennsylvania
$207K +$197 +2 +0.1%
MAS
313
MPWM Advisory Solutions
Georgia
$205K
SWGC
314
Summit Wealth Group (Colorado)
Colorado
$205K +$112K +1,143 +118%
BPFA
315
Barnes Pettey Financial Advisors
Mississippi
$204K +$207K +2,102 New
SW
316
SkyOak Wealth
Michigan
$203K +$206K +2,097 New
HR
317
Howe & Rusling
New York
$202K -$33.4K -340 -14%
PTC
318
Private Trust Company
Ohio
$199K
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$165K +$120K +1,223 +253%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$156K
CT
321
Colonial Trust
South Carolina
$156K
AC
322
AlphaCore Capital
California
$130K +$132K +1,341 New
RFG
323
REAP Financial Group
Texas
$129K -$1.67K -17 -1%
OP
324
ORG Partners
Indiana
$126K +$68.8K +700 +117%
AF
325
Advisornet Financial
Minnesota
$119K -$39.3K -400 -25%