Institutional Ownership First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV). We have compiled data on the 382 institutions that hold shares in the stock, with a total of 23.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,859
shares
|
$450,429
0.19% of portfolio
|
Q1 2025
Reduced 96.13%
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,799
shares
|
$444,867
0.08% of portfolio
|
Q2 2025
Added 5.66%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,795
shares
|
$444,496
0.01% of portfolio
|
Q2 2025
Added 14.88%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,773
shares
|
$442,457
0.02% of portfolio
|
Q2 2025
Added 7.19%
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
4,706
shares
|
$436,246
0.24% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,673
shares
|
$433,187
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
4,632
shares
|
$429,386
0.1% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,544
shares
|
$421,228
0.33% of portfolio
|
Q4 2022
New holding
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,541
shares
|
$420,950
0.19% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,513
shares
|
$418,355
0.01% of portfolio
|
Q1 2025
Reduced 42.12%
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
4,435
shares
|
$411,124
0.11% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
4,419
shares
|
$409,641
0.06% of portfolio
|
Q2 2025
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,348
shares
|
$403,059
0.01% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,327
shares
|
$401,112
0.01% of portfolio
|
Q3 2024
Added 7.45%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
4,253
shares
|
$394,253
0.11% of portfolio
|
Q4 2024
Reduced 64.79%
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,161
shares
|
$385,724
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,087
shares
|
$378,864
0.09% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
4,064
shares
|
$376,732
0.17% of portfolio
|
Q2 2025
Added 0.35%
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
3,994
shares
|
$370,243
0.36% of portfolio
|
Q2 2025
Added 0.13%
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
3,990
shares
|
$369,873
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
3,911
shares
|
$362,549
0.21% of portfolio
|
Q2 2025
Added 5.36%
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
3,911
shares
|
$362,549
0.04% of portfolio
|
Q2 2025
New holding
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
3,908
shares
|
$362,271
0.11% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
3,837
shares
|
$355,689
0.22% of portfolio
|
Q2 2025
Added 23.65%
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,726
shares
|
$345,400
0.15% of portfolio
|
Q2 2025
Reduced 0.16%
|