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 |
|---|---|---|---|---|---|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
151,273
shares
|
$12.1 Million
6.47% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
145,788
shares
|
$11.6 Million
0.12% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
125,955
shares
|
$10 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
124,700
shares
|
$9.93 Million
0.04% of portfolio
|
Q3 2024
Added 277.88%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
120,040
shares
|
$9.56 Million
5.58% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
117,446
shares
|
$9.36 Million
0.14% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
114,619
shares
|
$9.13 Million
5.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
113,153
shares
|
$9.01 Million
1.72% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
112,842
shares
|
$8.99 Million
0.03% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
109,311
shares
|
$8.71 Million
0.54% of portfolio
|
Q2 2024
Reduced 5.34%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
105,725
shares
|
$8.42 Million
4.94% of portfolio
|
Q3 2023
Added 8.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
102,606
shares
|
$8.17 Million
0.31% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
102,204
shares
|
$8.14 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
101,472
shares
|
$8.08 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
98,563
shares
|
$7.85 Million
4.07% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
98,489
shares
|
$7.85 Million
0.12% of portfolio
|
Q3 2024
Added 2785.7%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
97,987
shares
|
$7.81 Million
2.47% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
92,535
shares
|
$7.37 Million
0.08% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
77,661
shares
|
$6.19 Million
0.02% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
75,285
shares
|
$6 Million
3.45% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
74,608
shares
|
$5.94 Million
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
71,132
shares
|
$5.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
70,621
shares
|
$5.63 Million
0.93% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
69,214
shares
|
$5.51 Million
0.82% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
66,290
shares
|
$5.28 Million
0.58% of portfolio
|
Q3 2024
New holding
|