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First Trust NASDAQ Technology Dividend Index Fund
TDIV

398 hedge funds and large institutions have $2.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 150 increasing their positions, 139 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 139

1% more funds holding

Funds holding: 395 → 398 (+3)

1.11% less ownership

Funds ownership: 61.72% → 60.6% (-1.1%)

6% less capital invested

Capital invested by funds: $2.27B → $2.14B (-$133M)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
398
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.11%
New
34
Increased
150
Reduced
139
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$12M
2
Bank of America
Bank of America
North Carolina
+$10.2M
3
NA
NewEdge Advisors
Louisiana
+$9.48M
4
Raymond James Financial
Raymond James Financial
Florida
+$7.59M
5
SF
Summit Financial
New Jersey
+$7.12M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$36.3M
2
Wells Fargo
Wells Fargo
California
-$18.7M
3
P
&Partners
Tennessee
-$16.2M
4
AWM
Avaii Wealth Management
Wisconsin
-$13.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$2.4M +$177K +1,817 +8%
BIA
102
Biondo Investment Advisors
Pennsylvania
$2.4M +$118K +1,208 +5%
NG
103
Novem Group
New York
$2.39M +$1.36M +13,926 +120%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$2.36M -$4.4M -45,077 -64%
KWM
105
Kingsview Wealth Management
Oregon
$2.27M +$156K +1,594 +7%
CWM
106
Connecticut Wealth Management
Connecticut
$2.24M – – –
PFA
107
Pinnacle Family Advisors
Missouri
$2.18M +$24.9K +255 +1%
FPWM
108
FSB Premier Wealth Management
Iowa
$2.1M -$102K -1,041 -4%
WS
109
Wedbush Securities
California
$2.06M +$258K +2,645 +14%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$2.04M +$131K +1,342 +7%
MIM
111
MTM Investment Management
South Carolina
$2M +$84.9K +870 +4%
OC
112
Oppenheimer & Co
New York
$1.99M +$195 +2 +0%
HighTower Advisors
113
HighTower Advisors
Illinois
$1.97M +$21.7K +222 +1%
MIM
114
Marshall Investment Management
Colorado
$1.97M +$187K +1,917 +10%
NW
115
NewEdge Wealth
Pennsylvania
$1.85M +$1.37K +14 +0.1%
DFA
116
DHJJ Financial Advisors
Illinois
$1.81M -$35.6K -365 -2%
WPC
117
Wedmont Private Capital
Pennsylvania
$1.78M +$98 +1 +0%
HA
118
Huntleigh Advisors
Missouri
$1.75M +$27.1K +278 +2%
IFG
119
Independent Financial Group
California
$1.72M -$207K -2,125 -10%
BAWM
120
Bennett Associates Wealth Management
Pennsylvania
$1.72M +$122K +1,255 +7%
RA
121
RFG Advisory
Alabama
$1.66M +$999K +10,234 +136%
AR
122
Apeiron RIA
Texas
$1.61M – – –
KWA
123
Kingswood Wealth Advisors
California
$1.53M +$63.4K +650 +4%
SP
124
Sequent Planning
Nebraska
$1.53M +$90.2K +924 +6%
GVAG
125
Great Valley Advisor Group
Delaware
$1.52M +$110K +1,128 +7%
3 4
5
6 7

TDIV Hedge Fund Activity: Q1 2026 in Review

398 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2026, worth a combined $2.14B — down 5.9% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TDIV positions and 23 closed out — a net gain of 11 holders — while 150 added to existing stakes and 139 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $12M. The largest seller was Mainstay Capital Management, cutting an estimated $36.3M.

  • 398 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2026, up from 395 in Q4 2025.
  • Funds reported $2.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2026 and 23 closed out, a net change of +11 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2026 was Kestra Advisory Services, an estimated $12M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2026 was Mainstay Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q1 2026.