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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
SG
51
StoneX Group
New York
$4.89M -$148K -1,892 -3%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$4.76M -$557K -7,095 -12%
HPC
53
Hobart Private Capital
North Carolina
$4.75M +$699K +8,908 +20%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$4.73M +$928K +11,834 +29%
BWA
55
BlueChip Wealth Advisors
Georgia
$4.46M +$89.7K +1,144 +2%
GDP
56
Great Diamond Partners
Maine
$4.39M -$175K -2,225 -4%
PAS
57
Park Avenue Securities
New York
$4.3M +$3.74M +47,640 New
HIS
58
Harvest Investment Services
Illinois
$4.21M -$28.9K -369 -0.8%
PFS
59
Prospera Financial Services
Texas
$4.19M +$941 +12 +0%
DWM
60
Defined Wealth Management
Oregon
$4.18M -$75.5K -963 -2%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4.16M +$43.3K +552 +1%
FAIM
62
Financial Advocates Investment Management
Washington
$4.14M +$242K +3,085 +7%
GWP
63
Gateway Wealth Partners
Wisconsin
$4.09M -$195K -2,484 -5%
WIA
64
World Investment Advisors
California
$4.04M +$306K +3,895 +10%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$3.96M +$382K +4,867 +13%
AI
66
Atria Investments
North Carolina
$3.88M -$92.6K -1,180 -3%
RCA
67
Ranch Capital Advisors
Florida
$3.75M +$186K +2,370 +6%
IA
68
IFP Advisors
Florida
$3.75M -$193K -2,458 -6%
CCA
69
Cottonwood Capital Advisors
Utah
$3.69M -$25K -319 -0.8%
TSWM
70
Tyler-Stone Wealth Management
Ohio
$3.68M -$194K -2,474 -6%
IWM
71
Iams Wealth Management
Nebraska
$3.64M -$584K -7,449 -16%
JP Morgan Chase
72
JP Morgan Chase
New York
$3.61M -$141K -1,802 -4%
CPIG
73
Chicago Partners Investment Group
Illinois
$3.58M -$78.3K -998 -2%
CAL
74
Capital Advisors Ltd
Ohio
$3.57M -$26.3K -335 -0.8%
AWM
75
AE Wealth Management
Kansas
$3.56M -$1.04M -13,284 -25%

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.