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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
DWM
326
Darwin Wealth Management
Florida
$66.8K -$628 -8 -1%
CMP
327
Coston McIsaac & Partners
Maine
$65K
CAM
328
Creekmur Asset Management
Illinois
$63.7K -$28.2K -360 -34%
AF
329
Allworth Financial
California
$57.1K +$18.2K +232 +58%
WT
330
Whittier Trust
California
$57.1K +$157 +2 +0.3%
OP
331
ORG Partners
Indiana
$54.2K
CA
332
Clearstead Advisors
Ohio
$54.1K
1IA
333
1620 Investment Advisors
Massachusetts
$49.7K -$3.92K -50 -8%
TCOT
334
Trust Company of Toledo
Ohio
$48.7K +$42.4K +540 New
BWM
335
Bernard Wealth Management
Michigan
$47.6K
OC
336
Oakworth Capital
Alabama
$45.1K
VNA
337
Valley National Advisers
Pennsylvania
$45K
RCM
338
Raleigh Capital Management
North Carolina
$43.8K -$2.35K -30 -6%
T
339
Transce3nd
Texas
$43.5K -$1.49K -19 -4%
CTA
340
Colonial Trust Advisors
South Carolina
$40.6K
NEWAS
341
N.E.W. Advisory Services
Wisconsin
$38.6K -$1.32M -16,811 -98%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$37.4K +$1.18K +15 +4%
BIG
343
Brooklyn Investment Group
New York
$34.7K +$30.2K +385 New
MEG
344
Millstone Evans Group
Colorado
$32K
EPIMS
345
Evelyn Partners Investment Management Services
$31.6K
BTI
346
Blue Trust Inc
Georgia
$27.1K +$23.6K +301 New
FPF
347
First Pacific Financial
Washington
$27.1K +$23.5K +300 New
SS
348
Sunbelt Securities
Texas
$23.8K +$2.59K +33 +12%
FCAS
349
First Command Advisory Services
Texas
$23.4K +$20.4K +260 New
CFP
350
Comprehensive Financial Planning
Pennsylvania
$22.1K

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.