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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
SP
126
Sequent Planning
Nebraska
$1.39M -$13.1K -167 -1%
GSWM
127
Golden State Wealth Management
California
$1.38M -$29.2K -372 -2%
HFP
128
Holistic Financial Partners
Indiana
$1.37M +$678K +8,643 +133%
KWA
129
Kingswood Wealth Advisors
California
$1.35M
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$38K -484 -3%
ACM
131
AlphaStar Capital Management
North Carolina
$1.32M +$503K +6,406 +78%
PWP
132
Prasad Wealth Partners
Ohio
$1.27M +$7.92K +101 +0.7%
ACG
133
Allen Capital Group
Nebraska
$1.24M -$99.2K -1,265 -8%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$1.24M -$1.57K -20 -0.1%
WS
135
Wedbush Securities
California
$1.22M +$383K +4,882 +56%
CWM
136
Cornerstone Wealth Management
Missouri
$1.2M +$64K +816 +7%
MOS
137
MGO One Seven
Ohio
$1.2M +$5.96K +76 +0.6%
RIP
138
Reliant Investment Partners
North Carolina
$1.19M -$20.8K -265 -2%
IFG
139
Independent Financial Group
California
$1.19M +$106K +1,357 +11%
RBWA
140
RFG - Bristol Wealth Advisors
Massachusetts
$1.16M +$231K +2,947 +30%
RWA
141
Redhawk Wealth Advisors
Minnesota
$1.16M -$256K -3,266 -20%
CW
142
CreativeOne Wealth
Kansas
$1.13M +$267K +3,401 +37%
GVAG
143
Great Valley Advisor Group
Delaware
$1.11M +$9.34K +119 +1%
EW
144
Element Wealth
Mississippi
$1.11M -$24.1K -307 -2%
CCA
145
Clearwater Capital Advisors
Illinois
$1.1M +$784 +10 +0.1%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$1.07M +$94.2K +1,201 +11%
NS
147
NBC Securities
Alabama
$1.06M +$268K +3,422 +41%
TWM
148
TCFG Wealth Management
California
$1.06M -$314 -4 -0%
PG
149
Prostatis Group
Maryland
$1.06M -$748K -9,536 -45%
AWS
150
Atria Wealth Solutions
New York
$1.05M -$5.18M -65,978 -85%

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.