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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
PCS
201
Private Client Services
Kentucky
$545K -$4.24K -54 -0.9%
AFG
202
ABLE Financial Group
Arizona
$531K -$145K -1,850 -24%
CTC
203
Central Trust Company
Missouri
$514K
PFA
204
Pure Financial Advisors
California
$508K
PI
205
PFG Investments
New York
$504K -$106K -1,353 -19%
EWA
206
EP Wealth Advisors
California
$493K -$74.5K -950 -15%
VWA
207
Visionary Wealth Advisors
Illinois
$492K +$12.3K +157 +3%
BCM
208
Barometer Capital Management
Ontario, Canada
$487K +$424K +5,400 New
PFA
209
Pathway Financial Advisers
Indiana
$483K -$5.73K -73 -1%
IA
210
IFG Advisory
Georgia
$480K +$25.4K +324 +6%
BPC
211
Bearing Point Capital
Minnesota
$477K +$415K +5,295 New
UAG
212
United Advisor Group
Ohio
$473K +$30.5K +389 +8%
SPWG
213
Syntegra Private Wealth Group
Missouri
$470K
QC
214
Quadrature Capital
United Kingdom
$468K +$407K +5,182 New
WCM
215
WealthBridge Capital Management
Ohio
$465K -$61K -778 -13%
HAS
216
HBW Advisory Services
California
$463K +$13.1K +167 +3%
NFG
217
Nations Financial Group
Iowa
$456K +$15.2K +194 +4%
LFAS
218
Level Four Advisory Services
Texas
$452K +$8.16K +104 +2%
HAC
219
Harbor Advisory Corp
New Hampshire
$451K
AWM
220
Aries Wealth Management
Maine
$449K
CA
221
Claro Advisors
Massachusetts
$433K +$20.2K +257 +6%
PS
222
Principal Securities
Iowa
$432K +$48.7K +621 +15%
GM
223
GeoWealth Management
Illinois
$430K +$25.1K +320 +7%
AFS
224
Access Financial Services
Minnesota
$424K
TAM
225
Tucker Asset Management
Colorado
$422K +$118K +1,507 +48%

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.