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Disclosery

TDIV FIRST TR EXCHANGE TRADED FD

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NASD TECH DIV (fund)

352 managers (358 13F filers) reported a position in TDIV shares at 2024-12-31, 21,152,058 shares in all. 27 filers opened a position and 20 filers sold out during the quarter.

Managers
352
13F filers
358
New
27
Added
150
Reduced
95
Sold out
20
Shares held by filers
21,152,058

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Syntegra Private Wealth Group, LLC5,213$409K0.05%013F-HRTimeline
Simplicity Wealth,LLC5,211$409K0.09%+44113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,181$407K0.22%+1,00113F-HRTimeline
Arkadios Wealth Advisors5,180$406K0.02%-4,98513F-HRTimeline
Advanced Asset Management Advisors Inc5,081$399K0.1%-44613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,079$398K<0.01%new13F-HRTimelineGroup
HARBOR ADVISORY CORP /MA/5,000$392K0.13%013F-HRTimeline
Aries Wealth Management4,975$390K0.11%013F-HRTimeline
IFG Advisory, LLC4,964$389K0.02%new13F-HRTimeline
Claro Advisors Inc.4,937$387K0.05%+613F-HRTimeline
Genesee Capital Advisors, LLC4,790$376K0.17%-38313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,741$372K0.03%-1013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.4,706$369K0.16%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,689$368K0.02%+32113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,660$366K<0.01%+19313F-HRTimelineGroup
NORTHCAPE WEALTH MANAGEMENT, LLC4,608$362K0.12%013F-HRTimeline
Merit Financial Group, LLC4,582$360K0.01%-87113F-HRTimeline
Clarus Wealth Advisors4,595$358K0.18%-94613F-HRTimeline
Advisory Services Network, LLC4,550$357K0.01%-12913F-HRTimeline
Western Wealth Management, LLC4,513$354K0.02%+1,61713F-HR/ATimeline
Strategic Financial Concepts, LLC4,425$347K0.07%new13F-HR/ATimeline
Kraft, Davis & Associates, LLC4,253$345K0.1%-7,82713F-HRTimeline
Compass Financial Services Inc4,374$343K0.19%13F-HRTimeline
United Advisor Group, LLC4,373$343K0.07%+43013F-HRTimeline
Mutual Advisors, LLC4,297$342K0.01%+32313F-HRTimeline
Aptus Capital Advisors, LLC4,346$341K<0.01%+9513F-HRTimeline
Owen LaRue, LLC4,313$338K0.18%+19813F-HRTimeline
GeoWealth Management, LLC4,311$338K0.01%-9,14913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,306$338K0.01%013F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,267$335K<0.01%new13F-HRTimelineGroup
Barry Investment Advisors, LLC4,183$328K0.11%+1013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,145$325K0.01%+84613F-HRTimelineGroup
Geneos Wealth Management Inc.4,127$324K0.01%+70813F-HRTimeline
Bison Wealth, LLC4,102$322K0.04%13F-HRTimeline
Trueblood Wealth Management, LLC4,067$319K0.16%013F-HRTimeline
Proactive Wealth Strategies LLC4,036$317K0.17%+16213F-HRTimeline
Global Assets Advisory, LLC4,001$314K0.17%+14613F-HRTimeline
Wealth Watch Advisors, INC3,985$313K0.19%13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,984$313K0.31%+9313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,902$306K<0.01%+1,19113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,867$303K0.01%-56913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,761$295K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Consultants Ins…3,758$295K0.11%-42713F-HRTimeline
Ethos Financial Group, LLC3,619$284K0.04%-109,53413F-HRTimeline
Masso Torrence Wealth Management Inc.3,555$279K0.15%-13813F-HRTimeline
Key Client Fiduciary Advisors, LLC3,535$277K0.12%+10413F-HRTimeline
Clear Creek Financial Management, LLC3,458$271K0.03%-5413F-HRTimeline
Kovack Advisors, Inc.3,453$271K0.03%+8113F-HRTimeline
Compound Planning, Inc.3,442$270K0.01%+22413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,417$268K0.02%-1113F-HRTimeline
Fairvoy Private Wealth, LLC3,414$268K0.07%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,337$262K0.05%+1713F-HRTimeline
Prosperity Consulting Group, LLC3,250$255K0.02%+30713F-HRTimeline
Atlantic Edge Private Wealth Management…3,227$253K0.08%013F-HRTimeline
TCV Trust & Wealth Management, Inc.3,189$250K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,181$250K0.03%-32613F-HRTimeline
Trek Financial, LLC3,173$249K0.02%+30713F-HRTimeline
Key Financial Inc3,142$247K0.06%013F-HRTimeline
Summit Financial Wealth Advisors, LLC3,075$246K0.05%+2513F-HRTimeline
Alpha Zero LLC3,135$246K0.19%13F-HRTimeline
SMITH, MOORE & CO.3,090$242K0.02%-7513F-HRTimeline
Synergy Investment Management, LLC3,087$242K0.1%13F-HRTimeline
Financial Advisors Network, Inc.3,050$239K0.04%13F-HRTimeline
Argent Trust Co3,044$239K0.01%013F-HRTimeline
NorthCoast Asset Management LLC3,040$239K<0.01%new13F-HR/ATimeline
Destiny Wealth Partners, LLC2,959$232K0.04%013F-HRTimeline
Platform Technology Partners2,870$225K0.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,860$225K0.02%new13F-HRTimeline
Larson Financial Group LLC2,845$223K0.01%-1,72513F-HRTimeline
Seneca House Advisors2,818$221K0.09%-7113F-HRTimeline
Marcum Wealth, LLC2,796$219K0.02%+1513F-HRTimeline
Centennial Wealth Advisory LLC2,772$217K0.09%new13F-HRTimeline
HOWE & RUSLING INC2,771$217K0.02%-10013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,761$216K0.1%+713F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,750$216K0.09%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,716$213K<0.01%new13F-HRTimelineGroup
Holistic Financial Partners2,698$212K0.11%new13F-HRTimeline
IHT Wealth Management, LLC2,655$208K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,649$208K<0.01%new13F-HRTimelineGroup
tru Independence LLC2,625$206K0.06%-7913F-HRTimeline
CENTAURUS FINANCIAL, INC.2,516$197K0.01%+1,12113F-HRTimeline
PRIVATE TRUST CO NA2,282$179K0.02%+12513F-HRTimeline
BLAIR WILLIAM & CO/IL2,225$175K<0.01%013F-HRTimeline
PSI Advisors, LLC2,215$174K0.05%+113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,150$173K0Timeline
Rise Advisors, LLC2,200$173K0.08%+1213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,995$157K<0.01%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC1,806$142K0.05%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,427$112K<0.01%+99113F-HRTimelineGroup
AdvisorNet Financial, Inc1,346$106K0.01%+61613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,331$104K<0.01%-1,24113F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1,331$104K0.01%013F-HRTimeline
EPG Wealth Management LLC1,268$99.5K0.03%-5,08813F-HRTimeline
GAMMA Investing LLC1,230$96.5K0.01%+36913F-HRTimeline
GPS Wealth Strategies Group, LLC1,108$86.9K0.01%+613F-HRTimeline
Creekmur Asset Management LLC1,066$83.6K0.02%+113F-HRTimeline
Archer Investment Corp1,000$78.5K0.02%013F-HRTimeline
Cyrus J. Lawrence, LLC1,000$78K0.02%013F-HRTimeline
WealthShield Partners, LLC993$77.9K0.01%013F-HRTimeline
REAP Financial Group, LLC965$75.7K0.02%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management963$75.5K<0.01%+613F-HRTimelineGroup
SIGNATUREFD, LLC894$70.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.812$63.7K<0.01%013F-HRTimeline
Asset Dedication, LLC800$62.8K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC748$58.7K0.02%013F-HR/ATimeline
Coston, McIsaac & Partners722$56K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/710$55.7K<0.01%+1513F-HRTimelineGroup
WHITTIER TRUST CO625$49K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.616$48.3K0.04%013F-HRTimeline
Clearstead Advisors, LLC600$47.1K<0.01%013F-HRTimeline
ORG Partners LLC600$47.1K0.01%new13F-HRTimeline
Bernard Wealth Management Corp.528$41.4K0.02%13F-HR/ATimeline
Raleigh Capital Management Inc.514$40.3K0.02%+25813F-HRTimeline
OAKWORTH CAPITAL, INC.500$39.2K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC500$39K0.01%013F-HRTimeline
Transce3nd, LLC462$36.2K0.01%13F-HRTimeline
Venturi Wealth Management, LLC440$34.5K<0.01%-27113F-HRTimeline
Allworth Financial LP401$33.4K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.400$31.8K<0.01%013F-HRTimelineGroup
FLP Wealth Management, LLC396$31.1K0.08%13F-HRTimeline
Millstone Evans Group, LLC355$27.9K0.02%13F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd350$27.5K<0.01%13F-HRTimelineGroup
Sunbelt Securities, Inc.302$23.8K<0.01%-15213F-HRTimeline
WINTRUST INVESTMENTS LLC272$21K0.02%+213F-HRTimeline
Comprehensive Financial Planning, Inc./…245$19.2K0.02%13F-HRTimeline
Smartleaf Asset Management LLC238$18.7K<0.01%013F-HRTimeline
Avior Wealth Management, LLC216$17K<0.01%+113F-HRTimeline
Continuum Advisory, LLC200$15.7K<0.01%013F-HRTimeline
Fairway Wealth LLC200$15.7K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC187$14.7K<0.01%+913F-HRTimeline
FSA Wealth Management LLC180$14.1K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…154$12.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$11.8K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC140$11K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC139$10.9K<0.01%-3113F-HRTimeline
Sandy Spring Bank100$7.85K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC84$6.59K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.77$6.04K<0.01%-2313F-HRTimeline
Cherry Tree Wealth Management, LLC65$5.1K<0.01%013F-HRTimeline
GoalVest Advisory LLC44$3.45K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT41$3.22K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.36$2.83K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC35$2.75K<0.01%-20013F-HRTimeline
Capital A Wealth Management, LLC26$2.04K<0.01%13F-HRTimeline
Luminist Capital LLC12$942<0.01%13F-HRTimeline
NFSG Corp12$942<0.01%013F-HRTimeline
Caldwell Trust Co9$706<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8$6840.06%-9,47713F-HRTimeline
Sound Income Strategies, LLC5$418<0.01%013F-HRTimeline
Kessler Investment Group, LLC2$180<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$78<0.01%-6,48013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$59<0.01%new13F-HRTimeline