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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
Baird Financial Group
76
Baird Financial Group
Wisconsin
$3.53M +$5.65K +72 +0.2%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$3.4M -$46.3K -590 -2%
Wealthfront Advisers
78
Wealthfront Advisers
California
$3.38M -$119K -1,523 -4%
JWCA
79
J.W. Cole Advisors
Florida
$3.37M +$1.12M +14,297 +62%
SOS
80
Silver Oak Securities
Tennessee
$3.22M -$24.5K -312 -0.9%
SWM
81
Sagace Wealth Management
Florida
$3.2M +$1.37M +17,522 +98%
MQWP
82
Morey & Quinn Wealth Partners
Nebraska
$3.12M +$68.7K +876 +3%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$2.98M +$735K +9,370 +39%
PFG
84
Prosperity Financial Group
California
$2.9M +$57.9K +738 +2%
BA
85
Ballew Advisors
Mississippi
$2.89M -$4.55K -58 -0.2%
Mariner
86
Mariner
Kansas
$2.85M -$37.1K -473 -1%
PAG
87
Private Advisor Group
New Jersey
$2.79M +$105K +1,337 +5%
AIC
88
Ayalon Insurance Company
Israel
$2.76M
ES
89
Eagle Strategies
New York
$2.68M +$2.33M +29,719 New
MFN
90
Midwest Financial Network
Illinois
$2.67M -$112K -1,427 -5%
KWM
91
Kaydan Wealth Management
Michigan
$2.66M -$25.4K -324 -1%
OFS
92
OneAscent Financial Services
Alabama
$2.55M -$46.4K -592 -2%
RIA
93
Regal Investment Advisors
Michigan
$2.5M -$30.9K -394 -1%
SAM
94
Synergy Asset Management
Washington
$2.44M +$2.12M +27,046 New
CAS
95
Coppell Advisory Solutions
Texas
$2.43M -$1.04M -13,214 -33%
PFA
96
Pinnacle Family Advisors
Missouri
$2.33M +$135K +1,719 +7%
FPWM
97
FSB Premier Wealth Management
Iowa
$2.32M -$163K -2,078 -7%
WEG
98
World Equity Group
Illinois
$2.28M +$133K +1,693 +7%
WIM
99
WealthPlan Investment Management
Nebraska
$2.24M +$50K +637 +3%
SXL
100
Summit X LLC
Missouri
$2.2M +$1.92M +24,442 New

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.