TDIV Institutional Ownership
First Trust NASDAQ Technology Dividend Index Fund
1W: +1.2%
1M: +0.7%
3M: +1.9%
YTD: +18.8%
1Y: +16.7%
3Y: +115.3%
5Y: +114.5%
$115.47
+1.77 (+1.56%)
Weekly Expected Move ±2.3%
$110
$113
$115
$118
$121
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TDIV
467
Institutional Holders
+40 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
70
New Positions
134
Increased
182
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (482 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,751,129 | $318M | -49,219 | -1.8% | 54Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,890,317 | $218M | +63,382 | +3.5% | 56Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,490,872 | $172M | +5,377 | +0.4% | 15Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,454,869 | $168M | +56,275 | +4.0% | 7Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 1,362,599 | $157M | -9,859 | -0.7% | 55Q | SEC ↗ |
| 6 | UBS Group AG | 1,051,698 | $121M | -14,448 | -1.4% | 47Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 838,304 | $97M | +71,483 | +9.3% | 35Q | SEC ↗ |
| 8 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 695,257 | $80M | +7,673 | +1.1% | 4Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 584,384 | $67M | +43,019 | +7.9% | 56Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 583,104 | $67M | +29,549 | +5.3% | 16Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 483,646 | $56M | -6,143 | -1.3% | 23Q | SEC ↗ |
| 12 | NewEdge Advisors, LLC | 424,544 | $49M | +26,904 | +6.8% | 15Q | SEC ↗ |
| 13 | Aprio Wealth Management, LLC | 379,768 | $44M | -9,138 | -2.3% | 18Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 374,553 | $43M | +21,568 | +6.1% | 26Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 288,653 | $33M | -9,187 | -3.1% | 49Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 286,653 | $33M | -97,203 | -25.3% | 35Q | SEC ↗ |
| 17 | Kirkwood Financial Services | 277,423 | $32M | -8,993 | -3.1% | 1Q | SEC ↗ |
| 18 | Creative Planning | 265,998 | $31M | -3,948 | -1.5% | 32Q | SEC ↗ |
| 19 | PARK NATIONAL CORP /OH | 252,595 | $29M | -7,794 | -3.0% | 15Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 252,387 | $29M | +5,207 | +2.1% | 49Q | SEC ↗ |
| 21 | Modern Wealth Management, LLC | 252,027 | $29M | +246,721 | +4649.8% | 7Q | SEC ↗ |
| 22 | &PARTNERS | 238,721 | $28M | -11,014 | -4.4% | 9Q | SEC ↗ |
| 23 | IFP Advisors, Inc | 194,679 | $22M | +4,851 | +2.6% | 28Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 187,304 | $22M | +89,808 | +92.1% | 27Q | SEC ↗ |
| 25 | ASSETMARK, INC | 169,915 | $20M | -14,303 | -7.8% | 13Q | SEC ↗ |
| 26 | Janney Montgomery Scott LLC | 160,960 | $19M | -3,879 | -2.4% | 51Q | SEC ↗ |
| 27 | D.A. DAVIDSON & CO. | 156,631 | $18M | -1,675 | -1.1% | 29Q | SEC ↗ |
| 28 | TWO SIGMA INVESTMENTS, LP NEW | 156,576 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 29 | BENJAMIN EDWARDS INC | 153,651 | $18M | -27,697 | -15.3% | 26Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 148,481 | $17M | -35,011 | -19.1% | 24Q | SEC ↗ |
| 31 | SOA Wealth Advisors, LLC. | 147,371 | $17M | +30,629 | +26.2% | 6Q | SEC ↗ |
| 32 | New England Private Wealth Advisors LL | 143,275 | $17M | +114 | +0.1% | 21Q | SEC ↗ |
| 33 | Cherry Creek Investment Advisors, Inc. | 137,187 | $16M | -919 | -0.7% | 21Q | SEC ↗ |
| 34 | Pine Valley Investments Ltd Liability | 132,979 | $15M | +2,000 | +1.5% | 14Q | SEC ↗ |
| 35 | Equitable Holdings, Inc. | 126,000 | $15M | -10,470 | -7.7% | 27Q | SEC ↗ |
| 36 | JONES FINANCIAL COMPANIES LLLP | 112,597 | $13M | +23,938 | +27.0% | 9Q | SEC ↗ |
| 37 | Crumly & Associates Inc. | 99,902 | $12M | -4,524 | -4.3% | 8Q | SEC ↗ |
| 38 | Private Wealth Group, LLC | 96,271 | $11M | -2,010 | -2.0% | 24Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 95,945 | $11M | +24,301 | +33.9% | 17Q | SEC ↗ |
| 40 | Quadrature Capital Ltd NEW | 93,939 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 41 | VAQUERO PRIVATE WEALTH, LTD NEW | 90,845 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Capital Advisors, Ltd. LLC | 90,812 | $10M | +24,900 | +37.8% | 26Q | SEC ↗ |
| 43 | Stratos Wealth Partners, LTD. | 90,500 | $10M | -6,693 | -6.9% | 43Q | SEC ↗ |
| 44 | Steward Partners Investment Advisory, | 79,500 | $9M | -743 | -0.9% | 30Q | SEC ↗ |
| 45 | Summit Financial, LLC | 76,997 | $9M | +4,011 | +5.5% | 2Q | SEC ↗ |
| 46 | Orion Porfolio Solutions, LLC | 76,684 | $9M | -9,211 | -10.7% | 49Q | SEC ↗ |
| 47 | MML INVESTORS SERVICES, LLC | 73,412 | $8M | +17,911 | +32.3% | 37Q | SEC ↗ |
| 48 | Sigma Planning Corp | 68,710 | $8M | +9,886 | +16.8% | 28Q | SEC ↗ |
| 49 | PURSUE WEALTH PARTNERS LLC | 64,104 | $7M | -3,033 | -4.5% | 19Q | SEC ↗ |
| 50 | Gateway Wealth Partners, LLC | 63,406 | $7M | -50,028 | -44.1% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 156,576 | $18M |
| Quadrature Capital Ltd | 93,939 | $11M |
| VAQUERO PRIVATE WEALTH, LTD | 90,845 | $10M |
| Virtu Financial LLC | 30,617 | $4M |
| Brookstone Capital Management | 26,726 | $3M |
| Qube Research & Technologies Ltd | 23,482 | $3M |
| MARSHALL WACE, LLP | 20,317 | $2M |
| Coppell Advisory Solutions LLC | 19,799 | $2M |
| CITADEL ADVISORS LLC | 18,058 | $2M |
| LeClair Wealth Partners LLC | 17,809 | $2M |
| ELEVATION POINT WEALTH PARTNERS, LL | 15,617 | $2M |
| Vestmark Advisory Solutions, Inc. | 15,617 | $2M |
| Global Retirement Partners, LLC | 15,315 | $2M |
| COMPASS FINANCIAL MANAGEMENT LLC | 12,961 | $1M |
| IFG Advisory, LLC | 12,940 | $1M |
| D. E. Shaw & Co., Inc. | 5,761 | $665K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,456 | $630K |
| Midwest Trust Co | 4,712 | $544K |
| HRT FINANCIAL LP | 4,154 | $480K |
| Ameritas Advisory Services, LLC | 4,016 | $464K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $6M |
| Independent Advisor Alliance | 43,605 | $5M |
| Pacific Excel Wealth Advisors, Inc. | 25,825 | $3M |
| Elevation Capital Advisory, LLC | 12,064 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 6,900 | $797K |
| Hilltop Holdings Inc. | 6,541 | $755K |
| United Advisor Group, LLC | 5,868 | $678K |
| GOLDMAN SACHS GROUP INC | 4,922 | $568K |
| Strategic Financial Concepts, LLC | 4,340 | $501K |
| FLOW TRADERS U.S. LLC | 4,007 | $463K |
| Summit Financial Wealth Advisors, L | 3,025 | $349K |
| Columbus Macro, LLC | 2,996 | $346K |
| Breachway Investments LLC | 2,882 | $333K |
| Merit Financial Group, LLC | 2,859 | $330K |
| Focus Partners Advisor Solutions, L | 2,477 | $286K |
| FIRST TRUST ADVISORS LP | 2,389 | $276K |
| Perigon Wealth Management, LLC | 2,236 | $258K |
| BESSEMER GROUP INC | 2,200 | $254K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,328 | $153K |
| WealthShield Partners, LLC | 1,040 | $120K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Flaharty Asset Management, LLC | -240,953 | -91.4% | 22,589 |
| COMMONWEALTH EQUITY SERVICES, LLC | -97,203 | -25.3% | 286,653 |
| Gateway Wealth Partners, LLC | -50,028 | -44.1% | 63,406 |
| LPL Financial LLC | -49,219 | -1.8% | 2,751,129 |
| Kestra Advisory Services, LLC | -35,011 | -19.1% | 148,481 |
| BENJAMIN EDWARDS INC | -27,697 | -15.3% | 153,651 |
| Jackson Wealth Management, LLC | -22,879 | -85.9% | 3,766 |
| Mariner, LLC | -21,170 | -69.0% | 9,504 |
| Great Diamond Partners, LLC | -17,146 | -38.1% | 27,848 |
| MERCER GLOBAL ADVISORS INC /ADV | -15,917 | -30.7% | 35,877 |
| UBS Group AG | -14,448 | -1.4% | 1,051,698 |
| ASSETMARK, INC | -14,303 | -7.8% | 169,915 |
| &PARTNERS | -11,014 | -4.4% | 238,721 |
| Equitable Holdings, Inc. | -10,470 | -7.7% | 126,000 |
| WELLS FARGO & COMPANY/MN | -9,859 | -0.7% | 1,362,599 |
| BlueChip Wealth Advisors LLC | -9,679 | -20.2% | 38,234 |
| Orion Porfolio Solutions, LLC | -9,211 | -10.7% | 76,684 |
| STIFEL FINANCIAL CORP | -9,187 | -3.1% | 288,653 |
| Aprio Wealth Management, LLC | -9,138 | -2.3% | 379,768 |
| Kirkwood Financial Services | -8,993 | -3.1% | 277,423 |