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First Trust NASDAQ Technology Dividend Index Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 78 (+1)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.26% more ownership

Funds ownership: 58.33%58.6% (+0.26%)

0% less funds holding

Funds holding: 358357 (-1)

50% less capital invested

Capital invested by funds: $3.14B → $1.55B (-$1.58B)

Holders
357
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
4.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
140
Reduced
122
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$174M +$9.44M +119,189 +5%
Morgan Stanley
2
Morgan Stanley
New York
$145M -$9.16M -115,654 -6%
Wells Fargo
3
Wells Fargo
California
$122M -$1.89M -23,843 -1%
Bank of America
4
Bank of America
North Carolina
$102M +$1.11M +14,044 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$87.2M -$3.51M -44,346 -4%
UBS Group
6
UBS Group
Switzerland
$80.2M +$2.47M +31,249 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$46M +$3.11M +39,331 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$35.8M +$2.05M +25,912 +6%
Ameriprise
9
Ameriprise
Minnesota
$32M -$112K -1,420 -0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$31.3M -$1.56M -19,647 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$29.7M +$615K +7,769 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$25.4M +$360K +4,545 +1%
KIM
13
Kestra Investment Management
Texas
$25.2M +$13M +164,667 +92%
PNC
14
Park National Corp
Ohio
$22.6M -$440K -5,561 -2%
AWM
15
Aprio Wealth Management
Georgia
$20.9M +$6.95M +87,743 +45%
Creative Planning
16
Creative Planning
Kansas
$20.6M +$163K +2,056 +0.7%
FAM
17
Flaharty Asset Management
Florida
$19.5M -$2.43M -30,662 -10%
Stifel Financial
18
Stifel Financial
Missouri
$18.9M +$186K +2,355 +0.9%
DADC
19
D.A. Davidson & Co
Montana
$15.3M -$972K -12,275 -6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15M -$3.13M -39,501 -16%
NA
21
NewEdge Advisors
Louisiana
$13.5M -$1.96M -24,778 -12%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$11.6M -$749K -9,461 -6%
NEPWA
23
New England Private Wealth Advisors
Massachusetts
$11.4M +$7.84K +99 +0.1%
AssetMark Inc
24
AssetMark Inc
California
$10.9M +$845K +10,672 +8%
CCIA
25
Cherry Creek Investment Advisors
Colorado
$10.7M -$292K -3,685 -2%

TDIV Hedge Fund Activity: Q1 2025 in Review

357 of the 7,459 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 50% from $3.14B 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 50% 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.