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 355 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
155,280
shares
|
$12.8 Million
1.98% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
149,476
shares
|
$12.3 Million
5.97% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
144,763
shares
|
$11.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
137,792
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
130,528
shares
|
$10.7 Million
0.11% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
125,496
shares
|
$10.3 Million
5.37% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
119,055
shares
|
$9.8 Million
5.14% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
115,229
shares
|
$9.49 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
107,541
shares
|
$8.85 Million
0.12% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
107,184
shares
|
$8.82 Million
0.31% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
106,845
shares
|
$8.8 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
106,605
shares
|
$8.78 Million
0.27% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
105,725
shares
|
$8.7 Million
4.94% of portfolio
|
Q3 2023
Added 8.16%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
104,440
shares
|
$8.6 Million
2.54% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
101,929
shares
|
$8.39 Million
0.09% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
101,472
shares
|
$8.35 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
100,123
shares
|
$8.24 Million
3.94% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
90,833
shares
|
$7.48 Million
0.01% of portfolio
|
Q4 2024
Added 169.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
88,512
shares
|
$7.29 Million
0.02% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
77,145
shares
|
$6.35 Million
3.58% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
74,641
shares
|
$6.14 Million
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
74,195
shares
|
$6.11 Million
0.82% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,047
shares
|
$6.01 Million
0.03% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
70,706
shares
|
$5.82 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
70,621
shares
|
$5.81 Million
0.93% of portfolio
|
Q1 2024
Reduced 0.81%
|