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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

350 hedge funds and large institutions have $1.54B invested in First Trust NASDAQ Technology Dividend Index Fund in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
4.75%
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
137
Reduced
120
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$12.1M
2
LPL Financial
LPL Financial
California
+$8.77M
3
AWM
Aprio Wealth Management
Georgia
+$6.46M
4
CPIG
Chicago Partners Investment Group
Illinois
+$3.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.9M

Top Sellers

1
CAM
Concorde Asset Management
Michigan
-$8.64M
2
Morgan Stanley
Morgan Stanley
New York
-$8.51M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$4.95M
4
PAS
Park Avenue Securities
New York
-$3.58M
5
QWM
Quadcap Wealth Management
Texas
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$174M +$8.77M +119,189 +5%
Morgan Stanley
2
Morgan Stanley
New York
$145M -$8.51M -115,654 -6%
Wells Fargo
3
Wells Fargo
California
$122M -$1.76M -23,843 -1%
Bank of America
4
Bank of America
North Carolina
$102M +$1.03M +14,044 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$87.2M -$3.26M -44,346 -4%
UBS Group
6
UBS Group
Switzerland
$80.2M +$2.3M +31,249 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$46M +$2.9M +39,331 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$35.8M +$1.91M +25,912 +6%
Ameriprise
9
Ameriprise
Minnesota
$32M -$105K -1,420 -0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$31.3M -$1.45M -19,647 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$29.7M +$572K +7,769 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$25.4M +$335K +4,545 +1%
KIM
13
Kestra Investment Management
Texas
$25.2M +$12.1M +164,667 +92%
PNC
14
Park National Corp
Ohio
$22.6M -$409K -5,561 -2%
AWM
15
Aprio Wealth Management
Georgia
$20.9M +$6.46M +87,743 +45%
Creative Planning
16
Creative Planning
Kansas
$20.6M +$151K +2,056 +0.7%
FAM
17
Flaharty Asset Management
Florida
$19.5M -$2.26M -30,662 -10%
Stifel Financial
18
Stifel Financial
Missouri
$18.9M +$173K +2,355 +0.9%
DADC
19
D.A. Davidson & Co
Montana
$15.3M -$904K -12,275 -6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15M -$2.91M -39,501 -16%
NA
21
NewEdge Advisors
Louisiana
$13.5M -$1.82M -24,778 -12%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$11.6M -$696K -9,461 -6%
NEPWA
23
New England Private Wealth Advisors
Massachusetts
$11.4M +$7.29K +99 +0.1%
AssetMark Inc
24
AssetMark Inc
California
$10.9M +$786K +10,672 +8%
CCIA
25
Cherry Creek Investment Advisors
Colorado
$10.7M -$271K -3,685 -2%
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