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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
LPL Financial
1
LPL Financial
California
$235M +$18.5M +236,385 +10%
Morgan Stanley
2
Morgan Stanley
New York
$176M -$2.17M -27,604 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$125M +$15.9M +202,281 +17%
Bank of America
4
Bank of America
North Carolina
$124M -$1.36M -17,290 -1%
Wells Fargo
5
Wells Fargo
California
$124M -$22.5M -286,382 -17%
UBS Group
6
UBS Group
Switzerland
$99.5M +$1.13M +14,467 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$76.9M +$17.9M +228,524 +37%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$49.7M +$5.03M +64,086 +13%
KIM
9
Kestra Investment Management
Texas
$41.7M +$14.3M +182,749 +53%
Ameriprise
10
Ameriprise
Minnesota
$40.6M +$1.19M +15,139 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$38.7M +$342K +4,362 +1%
P
12
&Partners
Tennessee
$37.8M +$28.7M +366,275 +691%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$35.6M -$679K -8,651 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$32.4M +$1.24M +15,775 +5%
AWM
15
Aprio Wealth Management
Georgia
$31.9M +$5.5M +70,056 +25%
PNC
16
Park National Corp
Ohio
$26.6M -$925K -11,794 -4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$25.6M +$18.3M +233,333 +458%
Creative Planning
18
Creative Planning
Kansas
$25.1M -$135K -1,724 -0.6%
FAM
19
Flaharty Asset Management
Florida
$24.8M +$816K +10,408 +4%
Stifel Financial
20
Stifel Financial
Missouri
$23.8M +$527K +6,723 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$19M +$509K +6,489 +3%
DADC
22
D.A. Davidson & Co
Montana
$18.9M +$102K +1,302 +0.6%
NA
23
NewEdge Advisors
Louisiana
$16M -$530K -6,750 -4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$14.5M +$316K +4,033 +3%
AssetMark Inc
25
AssetMark Inc
California
$14.4M +$841K +10,723 +7%

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.