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First Trust NASDAQ Technology Dividend Index Fund
TDIV

381 hedge funds and large institutions have $2.29B invested in First Trust NASDAQ Technology Dividend Index Fund in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 145 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

14% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 127

14% more capital invested

Capital invested by funds: $2B → $2.29B (+$282M)

2% more funds holding

Funds holding: 374 → 381 (+7)

0.49% more ownership

Funds ownership: 61.19% → 61.68% (+0.49%)

Holders
381
Holders Change
+7
Holders Change %
+1.87%
% of All Funds
5%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
41
Increased
145
Reduced
127
Closed
27
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
-$158K

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
+$89.8M
2
LPL Financial
LPL Financial
California
+$17.9M
3
IA
IFP Advisors
Florida
+$12.3M
4
Wells Fargo
Wells Fargo
California
+$10.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.16M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$31.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$26.5M
3
EFG
Ethos Financial Group
Pennsylvania
-$7.33M
4
Morgan Stanley
Morgan Stanley
New York
-$5.54M
5
FAIM
Financial Advocates Investment Management
Washington
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$275M +$17.9M +191,294 +7%
Morgan Stanley
2
Morgan Stanley
New York
$186M -$5.54M -59,367 -3%
Wells Fargo
3
Wells Fargo
California
$147M +$10.6M +113,392 +8%
Bank of America
4
Bank of America
North Carolina
$134M -$1.45M -15,487 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$134M -$2.81M -30,159 -2%
UBS Group
6
UBS Group
Switzerland
$108M -$710K -7,610 -0.7%
MCM
7
Mainstay Capital Management
Michigan
$94.8M +$89.8M +961,923 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$81.8M -$2.24M -23,999 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$55.5M +$1.09M +11,703 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$47.8M +$5.16M +55,254 +13%
P
11
&Partners
Tennessee
$40.9M -$448K -4,804 -1%
Ameriprise
12
Ameriprise
Minnesota
$40.7M -$3.46M -37,048 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$39.1M +$148K +1,587 +0.4%
Osaic Holdings
14
Osaic Holdings
Arizona
$37.3M +$3.25M +34,792 +10%
AWM
15
Aprio Wealth Management
Georgia
$35.6M +$703K +7,532 +2%
Stifel Financial
16
Stifel Financial
Missouri
$29.2M +$3.05M +32,732 +12%
FAM
17
Flaharty Asset Management
Florida
$27.3M +$131K +1,408 +0.5%
Creative Planning
18
Creative Planning
Kansas
$27.2M -$240K -2,575 -0.9%
PNC
19
Park National Corp
Ohio
$26.5M -$2.4M -25,745 -9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$25.3M +$4.3M +46,100 +22%
NA
21
NewEdge Advisors
Louisiana
$22.4M +$4.71M +50,429 +28%
DADC
22
D.A. Davidson & Co
Montana
$20.7M +$59.4K +636 +0.3%
KIM
23
Kestra Investment Management
Texas
$18.1M -$31.9M -341,673 -65%
IA
24
IFP Advisors
Florida
$17.1M +$12.3M +131,947 +317%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$17M +$1.02M +10,921 +7%
1
2 3 4 5

TDIV Hedge Fund Activity: Q3 2025 in Review

381 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2025, worth a combined $2.29B — up 14% from $2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TDIV positions and 27 closed out — a net gain of 14 holders — while 145 added to existing stakes and 127 trimmed.

The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $89.8M. The largest seller was Kestra Investment Management, cutting an estimated $31.9M.

  • 381 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2025, up from 374 in Q2 2025.
  • Funds reported $2.29B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2025, up 14% quarter-over-quarter.
  • 41 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2025 and 27 closed out, a net change of +14 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2025 was Mainstay Capital Management, an estimated $89.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2025 was Kestra Investment Management, an estimated $31.9M sold.

Based on aggregated 13F filings for Q3 2025.