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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

363 hedge funds and large institutions have $1.98B invested in First Trust NASDAQ Technology Dividend Index Fund in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+13
Holders Change %
+3.71%
% of All Funds
4.87%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
43
Increased
135
Reduced
120
Closed
24
Calls
$424K
Puts
–
Net Calls
+$424K
Net Calls Change
+$424K

Top Buyers

1
P
&Partners
Tennessee
+$33M
2
LPL Financial
LPL Financial
California
+$21.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$21M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$18.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$25.8M
2
RSWM
Robertson Stephens Wealth Management
California
-$9.83M
3
AWS
Atria Wealth Solutions
New York
-$6.02M
4
SPC
Sigma Planning Corp
Michigan
-$3.96M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$4.76M -$640K -7,095 -12%
HPC
52
Hobart Private Capital
North Carolina
$4.75M +$803K +8,908 +20%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$4.73M +$1.07M +11,834 +29%
BWA
54
BlueChip Wealth Advisors
Georgia
$4.46M +$103K +1,144 +2%
GDP
55
Great Diamond Partners
Maine
$4.39M -$201K -2,225 -4%
PAS
56
Park Avenue Securities
New York
$4.3M +$4.3M +47,640 New
HIS
57
Harvest Investment Services
Illinois
$4.21M -$33.3K -369 -0.8%
PFS
58
Prospera Financial Services
Texas
$4.19M +$1.08K +12 +0%
DWM
59
Defined Wealth Management
Oregon
$4.18M -$86.8K -963 -2%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$4.16M +$49.8K +552 +1%
FAIM
61
Financial Advocates Investment Management
Washington
$4.14M +$278K +3,085 +7%
GWP
62
Gateway Wealth Partners
Wisconsin
$4.09M -$224K -2,484 -5%
WIA
63
World Investment Advisors
California
$4.04M +$351K +3,895 +10%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$3.96M +$449K +4,867 +13%
AI
65
Atria Investments
North Carolina
$3.88M -$106K -1,180 -3%
RCA
66
Ranch Capital Advisors
Florida
$3.75M +$214K +2,370 +6%
IA
67
IFP Advisors
Florida
$3.75M -$222K -2,458 -6%
CCA
68
Cottonwood Capital Advisors
Utah
$3.69M -$28.8K -319 -0.8%
TSWM
69
Tyler-Stone Wealth Management
Ohio
$3.68M -$223K -2,474 -6%
IWM
70
Iams Wealth Management
Nebraska
$3.64M -$672K -7,449 -16%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$3.61M -$162K -1,802 -4%
CPIG
72
Chicago Partners Investment Group
Illinois
$3.58M -$91.2K -998 -2%
CAL
73
Capital Advisors Ltd
Ohio
$3.57M -$30.2K -335 -0.8%
AWM
74
AE Wealth Management
Kansas
$3.56M -$1.2M -13,284 -25%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$3.53M +$6.49K +72 +0.2%
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