Who owns First Trust NASDAQ Technology Dividend Index Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TDIV from SEC Form 13F filings across 445 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 445 institutions disclosed 23.9M shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.73B — about 59.8% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
445
13F holders
$2.73B
value, 2026 filers
59.8%
of shares outstanding (23.9M sh)
81
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TDIV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.8M | $316.0M | 0.1% | 6.9% | -1.8% |
| 2 | MORGAN STANLEY | 1.9M | $217.2M | 0.0% | 4.7% | +3.5% |
| 3 | BANK OF AMERICA CORP /DE/ | 1.5M | $171.3M | 0.0% | 3.7% | +0.4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 1.5M | $167.1M | 0.0% | 3.6% | +4.0% |
| 5 | WELLS FARGO & COMPANY/MN | 1.4M | $156.5M | 0.0% | 3.4% | -0.7% |
| 6 | UBS Group AG | 1.1M | $120.8M | 0.0% | 2.6% | -1.4% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 838,304 | $96.3M | 0.0% | 2.1% | +9.3% |
| 8 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 695,257 | $79.9M | 5.9% | 1.7% | +1.1% |
| 9 | ROYAL BANK OF CANADA | 584,384 | $67.1M | 0.0% | 1.5% | +7.9% |
| 10 | AMERIPRISE FINANCIAL INC | 583,104 | $67.0M | 0.0% | 1.5% | +5.3% |
| 11 | Cetera Investment Advisers | 483,646 | $55.6M | 0.1% | 1.2% | -1.3% |
| 12 | NewEdge Advisors, LLC | 424,544 | $48.8M | 0.1% | 1.1% | +35.6% |
| 13 | Aprio Wealth Management, LLC | 379,768 | $43.6M | 2.2% | 0.9% | -2.3% |
| 14 | OSAIC HOLDINGS, INC. | 374,553 | $43.0M | 0.1% | 0.9% | +6.1% |
| 15 | STIFEL FINANCIAL CORP | 288,653 | $33.2M | 0.0% | 0.7% | -3.1% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 286,653 | $32.9M | 0.0% | 0.7% | -25.3% |
| 17 | Kirkwood Financial ServicesNEW | 277,423 | $31.9M | 9.1% | 0.7% | new |
| 18 | Creative Planning | 265,998 | $30.6M | 0.0% | 0.7% | -1.5% |
| 19 | PARK NATIONAL CORP /OH/ | 252,595 | $29.0M | 0.8% | 0.6% | -3.0% |
| 20 | Cambridge Investment Research Advisors, Inc. | 252,387 | $29.0M | 0.1% | 0.6% | +2.1% |
| 21 | Modern Wealth Management, LLC | 252,027 | $29.0M | 0.3% | 0.6% | +4649.8% |
| 22 | &PARTNERS | 238,721 | $27.5M | 0.1% | 0.6% | -4.4% |
| 23 | IFP Advisors, Inc | 194,679 | $22.4M | 0.4% | 0.5% | +2.6% |
| 24 | TRUIST FINANCIAL CORP | 187,304 | $21.5M | 0.0% | 0.5% | +92.1% |
| 25 | ASSETMARK, INC | 169,915 | $19.5M | 0.0% | 0.4% | -7.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.