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 373 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 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
|
$14.3 Million
1.82% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
148,464
shares
|
$13.6 Million
0.03% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
145,791
shares
|
$13.4 Million
5.73% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
136,217
shares
|
$12.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
125,641
shares
|
$11.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
123,703
shares
|
$11.4 Million
0.13% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
122,842
shares
|
$11.3 Million
3.32% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
114,296
shares
|
$10.5 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
|
$10.3 Million
0.29% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
111,415
shares
|
$10.2 Million
5.42% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
107,226
shares
|
$9.84 Million
4.94% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
106,845
shares
|
$9.81 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
106,183
shares
|
$9.75 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
105,725
shares
|
$9.71 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
|
$9.32 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
91,036
shares
|
$8.36 Million
0.03% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
87,906
shares
|
$8.07 Million
0.88% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
80,460
shares
|
$7.39 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
|
$7.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
75,147
shares
|
$6.9 Million
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
70,621
shares
|
$6.48 Million
0.93% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
67,973
shares
|
$6.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
66,922
shares
|
$6.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
65,700
shares
|
$6.03 Million
0.02% of portfolio
|
Q1 2025
Added 32.88%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
63,543
shares
|
$5.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.01%
|