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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
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$13.1M -$988K -12,591 -8%
EH
27
Equitable Holdings
New York
$12.6M +$250K +3,187 +2%
PVI
28
Pine Valley Investments
New Jersey
$12.4M -$84.6K -1,079 -0.8%
CCIA
29
Cherry Creek Investment Advisors
Colorado
$12.3M -$777K -9,908 -7%
BEI
30
Benjamin Edwards Inc
Missouri
$12M +$727K +9,262 +7%
CA
31
Crumly & Associates
Illinois
$11.1M +$917K +11,695 +11%
BCI
32
Brinker Capital Investments
Pennsylvania
$10.1M -$1.05M -13,347 -11%
PWG
33
Private Wealth Group
Florida
$10M +$1.07M +13,622 +14%
AWM
34
Avaii Wealth Management
Wisconsin
$9.67M +$4.71K +60 +0.1%
SWP
35
Stratos Wealth Partners
Ohio
$9.1M -$415K -5,286 -5%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$9.02M +$3.92M +50,000 +100%
PWP
37
Pursue Wealth Partners
California
$7.35M +$82.4K +1,051 +1%
EFG
38
Ethos Financial Group
Pennsylvania
$7.33M +$6.09M +77,693 +2,147%
SPIA
39
Steward Partners Investment Advisory
New York
$6.79M +$12.8K +163 +0.2%
AAS
40
Avantax Advisory Services
Texas
$6.54M +$443K +5,642 +8%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.52M +$521K +6,636 +10%
SPC
42
Sigma Planning Corp
Michigan
$6.35M -$3.45M -43,919 -38%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$6.24M -$1.71M -21,841 -24%
Truist Financial
44
Truist Financial
North Carolina
$6.13M -$3.69K -47 -0.1%
KAS
45
Kestra Advisory Services
Texas
$5.9M +$146K +1,865 +3%
US Bancorp
46
US Bancorp
Minnesota
$5.87M +$1.5M +19,067 +41%
HCM
47
Hengehold Capital Management
Ohio
$5.47M +$94.8K +1,209 +2%
WMA
48
Wealth Management Associates
New Jersey
$5.15M -$304K -3,876 -6%
SCA
49
Snowden Capital Advisors
New York
$4.91M +$96.3K +1,228 +2%
HI
50
Harbour Investments
Wisconsin
$4.89M -$710K -9,049 -14%

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.