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First Trust NASDAQ Technology Dividend Index Fund

395 hedge funds and large institutions have $2.27B invested in First Trust NASDAQ Technology Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 144 increasing their positions, 142 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

4% more funds holding

Funds holding: 381395 (+14)

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 142

0.04% more ownership

Funds ownership: 61.68%61.72% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less capital invested

Capital invested by funds: $2.29B → $2.27B (-$13.3M)

Holders
395
Holders Change
+14
Holders Change %
+3.67%
% of All Funds
4.8%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
44
Increased
144
Reduced
142
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$275M +$3.99M +40,614 +1%
Morgan Stanley
2
Morgan Stanley
New York
$181M -$2.33M -23,702 -1%
Wells Fargo
3
Wells Fargo
California
$151M +$7.44M +75,624 +5%
Bank of America
4
Bank of America
North Carolina
$134M +$2.07M +21,033 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$128M -$3.48M -35,363 -3%
UBS Group
6
UBS Group
Switzerland
$106M -$211K -2,151 -0.2%
MCM
7
Mainstay Capital Management
Michigan
$103M +$9.61M +97,726 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$79M -$1.36M -13,836 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$59M +$4.65M +47,259 +8%
Ameriprise
10
Ameriprise
Minnesota
$51.1M +$11.3M +114,589 +28%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$47.6M +$630K +6,412 +1%
P
12
&Partners
Tennessee
$40.1M +$136K +1,382 +0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$38.6M +$295K +3,005 +0.8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$37M -$1.48M -15,023 -4%
AWM
15
Aprio Wealth Management
Georgia
$36.5M +$1.5M +15,258 +4%
Stifel Financial
16
Stifel Financial
Missouri
$30.2M +$1.52M +15,431 +5%
NA
17
NewEdge Advisors
Louisiana
$29.1M +$7.16M +72,788 +32%
Creative Planning
18
Creative Planning
Kansas
$26.1M -$640K -6,506 -2%
FAM
19
Flaharty Asset Management
Florida
$25.6M -$1.14M -11,620 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$25.5M +$616K +6,268 +2%
PNC
21
Park National Corp
Ohio
$25.3M -$788K -8,013 -3%
DADC
22
D.A. Davidson & Co
Montana
$19.9M -$501K -5,096 -2%
IA
23
IFP Advisors
Florida
$17.3M +$509K +5,182 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$16.6M -$82.6K -840 -0.5%
AssetMark Inc
25
AssetMark Inc
California
$16.4M +$781K +7,941 +5%