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 368 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
155,379
shares
|
$12.9 Million
1.82% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
148,464
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
145,791
shares
|
$12.1 Million
5.73% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
136,217
shares
|
$11.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
125,641
shares
|
$10.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
123,703
shares
|
$10.3 Million
0.13% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
114,296
shares
|
$9.51 Million
0.28% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
111,650
shares
|
$9.29 Million
0.29% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
111,147
shares
|
$9.25 Million
2.78% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
107,166
shares
|
$8.92 Million
4.61% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
106,845
shares
|
$8.89 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
106,183
shares
|
$8.84 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
105,725
shares
|
$8.8 Million
4.94% of portfolio
|
Q3 2023
Added 8.16%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
101,472
shares
|
$8.45 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
97,793
shares
|
$8.14 Million
4.36% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
95,855
shares
|
$7.98 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
91,036
shares
|
$7.58 Million
0.03% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
83,474
shares
|
$6.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.64%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
80,460
shares
|
$6.7 Million
3.77% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
77,440
shares
|
$6.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
75,147
shares
|
$6.26 Million
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
71,666
shares
|
$5.97 Million
0.2% of portfolio
|
Q1 2025
Added 158.06%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
70,621
shares
|
$5.88 Million
0.93% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
68,020
shares
|
$5.66 Million
0.01% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
66,922
shares
|
$5.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.35%
|