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 340 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
4,115
shares
|
$329,158
0.2% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
4,085
shares
|
$326,759
0.31% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
4,067
shares
|
$325,319
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,974
shares
|
$317,880
0.01% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,943
shares
|
$315,400
0.07% of portfolio
|
Q3 2024
Added 24.31%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
3,891
shares
|
$311,241
0.33% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
3,874
shares
|
$309,881
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
3,855
shares
|
$308,361
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
3,693
shares
|
$295,403
0.17% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,512
shares
|
$280,924
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,431
shares
|
$274,445
0.14% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
3,428
shares
|
$274,205
0.03% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,419
shares
|
$273,485
0.01% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
3,372
shares
|
$269,726
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,320
shares
|
$265,566
0.05% of portfolio
|
Q4 2023
Reduced 11.87%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
3,300
shares
|
$263,967
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,299
shares
|
$263,887
0.01% of portfolio
|
Q3 2024
Added 53.3%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,227
shares
|
$258,127
0.02% of portfolio
|
Q4 2022
Reduced 23.66%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
3,227
shares
|
$258,127
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
3,218
shares
|
$257,407
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
3,189
shares
|
$255,088
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,165
shares
|
$253,168
0.02% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,142
shares
|
$251,328
0.06% of portfolio
|
Q2 2024
Added 16.72%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,050
shares
|
$243,969
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,044
shares
|
$243,489
0.01% of portfolio
|
Q1 2024
New holding
|