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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
$37.8M
2
LPL Financial
LPL Financial
California
$235M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.9M
5
Raymond James Financial
Raymond James Financial
Florida
$125M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$124M
2
RSWM
Robertson Stephens Wealth Management
California
$241K
3
AWS
Atria Wealth Solutions
New York
$1.05M
4
SPC
Sigma Planning Corp
Michigan
$6.35M
5
Osaic Holdings
Osaic Holdings
Arizona
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EP Wealth Advisors
California
$493K -$85.7K -950 -15%
VWA
202
Visionary Wealth Advisors
Illinois
$492K +$14.2K +157 +3%
BCM
203
Barometer Capital Management
Ontario, Canada
$487K +$487K +5,400 New
PFA
204
Pathway Financial Advisers
Indiana
$483K -$6.58K -73 -1%
IA
205
IFG Advisory
Georgia
$480K +$29.2K +324 +6%
BPC
206
Bearing Point Capital
Minnesota
$477K +$477K +5,295 New
UAG
207
United Advisor Group
Ohio
$473K +$35.1K +389 +8%
SPWG
208
Syntegra Private Wealth Group
Missouri
$470K – – –
QC
209
Quadrature Capital
United Kingdom
$468K +$468K +5,182 New
WCM
210
WealthBridge Capital Management
Ohio
$465K -$70.2K -778 -13%
HAS
211
HBW Advisory Services
California
$463K +$15.1K +167 +3%
NFG
212
Nations Financial Group
Iowa
$456K +$17.5K +194 +4%
LFAS
213
Level Four Advisory Services
Texas
$452K +$9.38K +104 +2%
HAC
214
Harbor Advisory Corp
New Hampshire
$451K – – –
AWM
215
Aries Wealth Management
Maine
$449K – – –
CA
216
Claro Advisors
Massachusetts
$433K +$23.2K +257 +6%
PS
217
Principal Securities
Iowa
$432K +$56K +621 +15%
GM
218
GeoWealth Management
Illinois
$430K +$28.9K +320 +7%
AFS
219
Access Financial Services
Minnesota
$424K – – –
OMC
220
Old Mission Capital
Illinois
$422K +$422K +4,677 New
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$421K +$631 +7 +0.2%
BB
222
Berkshire Bank
Massachusetts
$418K -$97K -1,076 -19%
GCA
223
Genesee Capital Advisors
New York
$409K -$23.6K -262 -5%
AAMA
224
Advanced Asset Management Advisors
Ohio
$400K -$52.2K -579 -12%
BIG
225
Brookwood Investment Group
Arizona
$398K +$398K +4,419 New
7 8
9
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