First Trust NASDAQ Technology Dividend Index Fund
TDIV
357 hedge funds and large institutions have $1.55B invested in First Trust NASDAQ Technology Dividend Index Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 140 increasing their positions, 122 reducing their positions, and 28 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 122
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
0.24% more ownership
Funds ownership: 58.33% → 58.58% (+0.24%)
0% less funds holding
Funds holding: 358 → 357 (-1)
6% less capital invested
Capital invested by funds: $1.66B → $1.55B (-$102M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$13M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.44M |
| 3 |
SWA
SOA Wealth Advisors
New York
|
+$7.59M |
| 4 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$6.95M |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$9.55M |
| 2 |
Morgan Stanley
New York
|
-$9.16M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$5.34M |
| 4 |
PAS
Park Avenue Securities
New York
|
-$3.58M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.51M |
TDIV Hedge Fund Activity: Q1 2025 in Review
357 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2025, worth a combined $1.55B — down 6.2% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new TDIV positions and 28 closed out — a net gain of 1 holder — while 140 added to existing stakes and 122 trimmed.
The largest buyer was Kestra Investment Management, adding an estimated $13M. The largest seller was Concorde Asset Management, cutting an estimated $9.55M.
- 357 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2025, down from 358 in Q4 2024.
- Funds reported $1.55B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2025, down 6.2% quarter-over-quarter.
- 29 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2025 and 28 closed out, a net change of +1 holder.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2025 was Kestra Investment Management, an estimated $13M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2025 was Concorde Asset Management, an estimated $9.55M sold.
Based on aggregated 13F filings for Q1 2025.