We are live on ! Find out more
TDIV icon

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
BEI
26
Benjamin Edwards Inc
Missouri
$16M +$2.3M +23,439 +17%
EH
27
Equitable Holdings
New York
$14.9M -$304K -3,089 -2%
PVI
28
Pine Valley Investments
New Jersey
$13.9M +$342K +3,475 +2%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$13.8M -$37.7K -383 -0.3%
CA
30
Crumly & Associates
Illinois
$13.5M +$1.29M +13,073 +10%
AWM
31
Avaii Wealth Management
Wisconsin
$13.4M +$2.66M +27,103 +24%
CCIA
32
Cherry Creek Investment Advisors
Colorado
$13.3M -$32.6K -332 -0.2%
SWP
33
Stratos Wealth Partners
Ohio
$9.64M -$155K -1,576 -2%
Truist Financial
34
Truist Financial
North Carolina
$9.14M +$2.36M +24,050 +34%
PWG
35
Private Wealth Group
Florida
$9.13M +$105K +1,072 +1%
BCI
36
Brinker Capital Investments
Pennsylvania
$8.16M -$2.09M -21,258 -20%
MML Investors Services
37
MML Investors Services
Massachusetts
$7.9M +$718K +7,303 +10%
SPIA
38
Steward Partners Investment Advisory
New York
$7.32M -$90.5K -920 -1%
US Bancorp
39
US Bancorp
Minnesota
$6.84M +$336K +3,421 +5%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$6.81M -$174K -1,774 -2%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$6.36M +$826K +8,401 +15%
SG
42
StoneX Group
New York
$6.29M +$1.2M +12,179 +23%
PWP
43
Pursue Wealth Partners
California
$6.2M -$1.72M -17,489 -21%
HCM
44
Hengehold Capital Management
Ohio
$5.93M -$24.4K -248 -0.4%
KAS
45
Kestra Advisory Services
Texas
$5.85M -$173K -1,759 -3%
SPC
46
Sigma Planning Corp
Michigan
$5.66M -$1.92M -19,496 -25%
CIM
47
Catalyst Investment Management
New Hampshire
$5.59M +$5.67M +57,703 New
Two Sigma Investments
48
Two Sigma Investments
New York
$5.59M +$5.67M +57,676 New
HPC
49
Hobart Private Capital
North Carolina
$5.49M +$468K +4,765 +9%
CAM
50
Concorde Asset Management
Michigan
$5.41M +$144K +1,467 +3%