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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
SAM
351
Smartleaf Asset Management
Massachusetts
$21.2K
PWM
352
Proathlete Wealth Management
Florida
$19.4K +$16.9K +215 New
FWM
353
FSA Wealth Management
Massachusetts
$16.2K
ANBT
354
American National Bank & Trust
Texas
$15.7K
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$15.3K
CIAS
356
Capital Investment Advisory Services
North Carolina
$14.2K
RIL
357
Rothschild Investment LLC
Illinois
$13.5K
Bessemer Group
358
Bessemer Group
New Jersey
$13K
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$12.8K
AIM
360
Anchor Investment Management
South Carolina
$12.5K
WWMSC
361
Wagner Wealth Management (South Carolina)
South Carolina
$10.4K -$4.08K -52 -31%
AUB
362
Atlantic Union Bankshares
Virginia
$9.02K +$7.84K +100 New
AW
363
Avion Wealth
Texas
$9K +$7.84K +100 New
MWM
364
Mascoma Wealth Management
New Hampshire
$7.57K
CTWM
365
Cherry Tree Wealth Management
Minnesota
$5.86K
HCM
366
Hollencrest Capital Management
California
$3.7K
PB
367
Pinnacle Bancorp
Nebraska
$3.25K
CIA
368
Cape Investment Advisory
Georgia
$3.17K +$2.75K +35 New
GEA
369
Glen Eagle Advisors
New Jersey
$3.16K
NFSG
370
Newbridge Financial Services Group
Florida
$1.35K +$235 +3 +25%
LC
371
Luminist Capital
Michigan
$1.08K
KIG
372
Kessler Investment Group
Indiana
$207
TPCW
373
TD Private Client Wealth
New York
$68
1NWS
374
1 North Wealth Services
Maryland
$67
Lido Advisors
375
Lido Advisors
California
-$2.49M -33,885 Closed

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.