TDIV FIRST TR EXCHANGE TRADED FD

NASD TECH DIV (fund)

353 managers (358 13F filers) reported a position in TDIV shares at 2025-03-31, 21,218,294 shares in all. 29 filers opened a position and 27 filers sold out during the quarter.

Managers: 353
13F filers: 358
New: 29
Added: 140
Reduced: 123
Sold out: 27
Shares held by filers: 21,218,294

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Beacon Bank & Trust	5,708	$420K	0.1%	-303	13F-HR Timeline
CENTRAL TRUST Co	5,700	$420K	0.01%	-300	13F-HR Timeline
Pure Financial Advisors, LLC	5,638	$415K	0.01%	0	13F-HR Timeline
Pathway Financial Advisers, LLC	5,432	$400K	0.14%	-171	13F-HR Timeline
Wealth Watch Advisors, INC	5,426	$399K	0.32%	+1,441	13F-HR Timeline
Visionary Wealth Advisors	5,303	$390K	0.02%	+63	13F-HR Timeline
Strategic Financial Concepts, LLC	5,298	$390K	0.07%	+873	13F-HR Timeline
Richmond Investment Services, LLC	5,278	$388K	0.21%	-140	13F-HR Timeline
Syntegra Private Wealth Group, LLC	5,213	$384K	0.04%	0	13F-HR Timeline
Advanced Asset Management Advisors Inc	5,014	$369K	0.1%	-67	13F-HR Timeline
HARBOR ADVISORY CORP /MA/	5,000	$368K	0.12%	0	13F-HR Timeline
IFG Advisory, LLC	4,996	$368K	0.02%	+32	13F-HR Timeline
Aries Wealth Management	4,975	$366K	0.1%	0	13F-HR Timeline
HBW ADVISORY SERVICES LLC	4,964	$365K	0.05%	-2,039	13F-HR Timeline
Western Wealth Management, LLC	4,929	$363K	0.02%	+416	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	4,904	$361K	0.01%	+215	13F-HR Timeline Group
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4,867	$358K	0.03%	+126	13F-HR Timeline
United Advisor Group, LLC	4,862	$358K	0.07%	+489	13F-HR Timeline
Genesee Capital Advisors, LLC	4,803	$354K	0.18%	+13	13F-HR Timeline
Concorde Asset Management, LLC	4,859	$348K	0.19%	-120,637	13F-HR Timeline
ACCESS FINANCIAL SERVICES, INC.	4,706	$346K	0.14%	0	13F-HR Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…	4,666	$343K	<0.01%	+6	13F-HR Timeline Group
Mutual Advisors, LLC	4,694	$341K	0.01%	+397	13F-HR Timeline
Claro Advisors Inc.	4,542	$334K	0.04%	-395	13F-HR Timeline
GeoWealth Management, LLC	4,453	$328K	0.01%	+142	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	4,174	$328K	0.01%	+29	13F-HR Timeline Group
NORTHCAPE WEALTH MANAGEMENT, LLC	4,410	$325K	0.1%	-198	13F-HR Timeline
Aptus Capital Advisors, LLC	4,344	$320K	<0.01%	-2	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	4,306	$317K	0.01%	0	13F-HR/A Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	4,026	$314K	0.01%	+159	13F-HR Timeline Group
Owen LaRue, LLC	4,253	$313K	0.16%	-60	13F-HR Timeline
Merit Financial Group, LLC	4,201	$309K	<0.01%	-381	13F-HR Timeline
Barry Investment Advisors, LLC	4,172	$307K	0.08%	-11	13F-HR Timeline
Proactive Wealth Strategies LLC	4,050	$298K	0.16%	+14	13F-HR Timeline
KRAEMATON INVESTMENT ADVISORS, INC	3,989	$294K	0.3%	+5	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	3,968	$292K	<0.01%	+66	13F-HR Timeline Group
Kraft, Davis & Associates, LLC	4,253	$292K	0.09%	0	13F-HR Timeline
Ethos Financial Group, LLC	3,619	$284K	0.03%	0	13F-HR Timeline
Comprehensive Financial Consultants Ins…	3,758	$277K	0.1%	0	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	3,732	$275K	0.13%	+197	13F-HR Timeline
Bison Wealth, LLC	3,727	$274K	0.03%	-375	13F-HR Timeline
FLOW TRADERS U.S. LLC	3,718	$274K	0.01%	new	13F-HR Timeline
Synergy Investment Management, LLC	3,712	$273K	0.11%	+625	13F-HR Timeline
Mid-American Wealth Advisory Group, Inc.	3,635	$268K	0.14%	new	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	3,517	$256K	0.02%	+100	13F-HR Timeline
Clear Creek Financial Management, LLC	3,459	$255K	0.03%	+1	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3,337	$246K	0.05%	0	13F-HR Timeline
IHT Wealth Management, LLC	3,326	$245K	0.01%	+671	13F-HR Timeline
Trek Financial, LLC	3,302	$243K	0.02%	+129	13F-HR Timeline
Atlantic Edge Private Wealth Management…	3,227	$238K	0.07%	0	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	3,225	$237K	0.05%	+150	13F-HR Timeline
TCV Trust & Wealth Management, Inc.	3,189	$235K	0.02%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	3,171	$233K	0.08%	-10	13F-HR Timeline
Prosperity Consulting Group, LLC	3,168	$233K	0.02%	-82	13F-HR Timeline
Key Financial Inc	3,142	$231K	0.05%	0	13F-HR Timeline
Alpha Zero LLC	3,135	$231K	0.18%	0	13F-HR Timeline
Compass Financial Services Inc	3,130	$230K	0.12%	-1,244	13F-HR Timeline
Centennial Wealth Advisory LLC	3,121	$230K	0.08%	+349	13F-HR Timeline
Endowment Wealth Management, Inc.	3,103	$228K	0.15%	new	13F-HR Timeline
Argent Trust Co	3,044	$224K	0.01%	0	13F-HR Timeline
NorthCoast Asset Management LLC	3,040	$224K	<0.01%	0	13F-HR/A Timeline
SMITH, MOORE & CO.	3,000	$221K	0.02%	-90	13F-HR Timeline
HOWE & RUSLING INC	2,976	$219K	0.02%	+205	13F-HR Timeline
Destiny Wealth Partners, LLC	2,959	$218K	0.03%	0	13F-HR Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…	2,930	$215K	<0.01%	-67,470	13F-HR Timeline Group
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	2,914	$214K	0.02%	+54	13F-HR Timeline
Platform Technology Partners	2,870	$211K	0.06%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	2,841	$210K	0.09%	+80	13F-HR Timeline
Seneca House Advisors	2,820	$208K	0.09%	+2	13F-HR Timeline
Marcum Wealth, LLC	2,807	$207K	0.02%	+11	13F-HR Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC	2,791	$205K	<0.01%	new	13F-HR Timeline Group
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	2,779	$205K	<0.01%	-1,488	13F-HR Timeline Group
POWER WEALTH MANAGEMENT LLC	2,750	$202K	0.08%	0	13F-HR Timeline
Financial Advisors Network, Inc.	2,731	$201K	0.03%	-319	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	2,517	$185K	0.01%	+1	13F-HR Timeline
PRIVATE TRUST CO NA	2,508	$185K	0.02%	+226	13F-HR Timeline
EPG Wealth Management LLC	2,412	$178K	0.05%	+1,144	13F-HR Timeline
BLAIR WILLIAM & CO/IL	2,175	$160K	<0.01%	-50	13F-HR Timeline
CITIGROUP INCin group CITIGROUP INC	2,166	$159K	<0.01%	+835	13F-HR Timeline Group
Rise Advisors, LLC	2,086	$154K	0.07%	-114	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	2,085	$153K		-65	Timeline Colonial Trust Co / SC: 1,635 (0.02%) 13F-HR Colonial Trust Advisors: 450 (<0.01%) 13F-HR
PSI Advisors, LLC	1,905	$140K	0.05%	-310	13F-HR Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/	1,895	$139K	<0.01%	-100	13F-HR Timeline Group
Richard W. Paul & Associates, LLC	1,806	$133K	0.05%	0	13F-HR Timeline
Rossby Financial, LCC	1,802	$131K	0.06%	new	13F-HR Timeline
AdvisorNet Financial, Inc	1,346	$99.1K	0.01%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	1,328	$97.8K	0.01%	-3	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,310	$96.4K	<0.01%	-117	13F-HR Timeline Group
SOA Wealth Advisors, LLC.	95,855	$95.9K	0.02%	new	13F-HR Timeline
Larson Financial Group LLC	1,250	$92K	<0.01%	-1,595	13F-HR Timeline
GAMMA Investing LLC	1,134	$83.5K	0.01%	-96	13F-HR/A Timeline
GPS Wealth Strategies Group, LLC	1,112	$81.9K	0.01%	+4	13F-HR Timeline
Creekmur Asset Management LLC	1,066	$78.5K	0.02%	0	13F-HR Timeline
Archer Investment Corp	1,000	$73.6K	0.02%	0	13F-HR Timeline
WealthShield Partners, LLC	993	$73.1K	0.01%	0	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	966	$71.1K	<0.01%	+3	13F-HR Timeline Group
REAP Financial Group, LLC	966	$71.1K	0.02%	+1	13F-HR Timeline
SIGNATUREFD, LLC	894	$65.8K	<0.01%	0	13F-HR Timeline
Sound Income Strategies, LLC	846	$62.3K	<0.01%	+841	13F-HR Timeline
North Star Investment Management Corp.	812	$59.8K	<0.01%	0	13F-HR Timeline
Asset Dedication, LLC	800	$58.9K	<0.01%	0	13F-HR Timeline
Darwin Wealth Management, LLC	748	$58.7K	0.02%	0	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	775	$57K	<0.01%	+65	13F-HR Timeline Group
Coston, McIsaac & Partners	722	$53K	0.02%	0	13F-HR Timeline
WHITTIER TRUST CO	631	$46.4K	<0.01%	+6	13F-HR Timeline
ORG Partners LLC	600	$44.3K	0.01%	0	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	601	$44.2K	0.03%	-15	13F-HR Timeline
Clearstead Advisors, LLC	600	$44.2K	<0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	528	$38.9K	0.02%	0	13F-HR Timeline
Raleigh Capital Management Inc.	515	$37.9K	0.02%	+1	13F-HR Timeline
Transce3nd, LLC	501	$36.9K	0.02%	+39	13F-HR Timeline
OAKWORTH CAPITAL, INC.	500	$36.8K	<0.01%	0	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	500	$36.8K	0.01%	new	13F-HR Timeline Group
VALLEY NATIONAL ADVISERS INC	500	$36K	0.01%	0	13F-HR Timeline
Arax Advisory Partners	403	$29.7K	<0.01%	new	13F-HR Timeline
Allworth Financial LP	401	$29K	<0.01%	0	13F-HR Timeline
Millstone Evans Group, LLC	355	$26.1K	0.02%	0	13F-HR Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	400	$25.8K	<0.01%	0	13F-HR Timeline Group
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd	350	$25.8K	<0.01%	0	13F-HR/A Timeline Group
Qube Research & Technologies Ltd	281	$20.7K	<0.01%	new	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	275	$20.2K	<0.01%	new	13F-HR Timeline Group
Sunbelt Securities, Inc.	270	$19.9K	<0.01%	-32	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	245	$18K	0.02%	0	13F-HR Timeline
Smartleaf Asset Management LLC	238	$17.5K	<0.01%	0	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	232	$17.1K	0.01%	new	13F-HR Timeline
Continuum Advisory, LLC	200	$14.7K	<0.01%	0	13F-HR Timeline
Fairway Wealth LLC	200	$14.7K	0.01%	0	13F-HR Timeline
FSA Wealth Management LLC	180	$13.2K	0.01%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	174	$12.8K	<0.01%	new	13F-HR Timeline
Wagner Wealth Management, LLC	167	$12.3K	<0.01%	-20	13F-HR Timeline
Capital Investment Advisory Services, L…	157	$11.6K	<0.01%	+3	13F-HR Timeline
GKV Capital Management Co., Inc.	157	$11.6K	0.01%	new	13F-HR/A Timeline
ROTHSCHILD INVESTMENT LLC	150	$11K	<0.01%	0	13F-HR Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	142	$10.5K	<0.01%	new	13F-HR Timeline
Anchor Investment Management, LLC	139	$10.2K	<0.01%	0	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	140	$10K	<0.01%	0	13F-HR Timeline Group
Sandy Spring Bank	100	$7.36K	<0.01%	0	13F-HR Timeline
Costello Asset Management, INC	100	$7.36K	<0.01%	new	13F-HR Timeline
Mascoma Wealth Management LLC	84	$6.18K	<0.01%	0	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	71	$5.23K	<0.01%	-6	13F-HR Timeline
Cherry Tree Wealth Management, LLC	65	$4.79K	<0.01%	0	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	55	$4.05K	<0.01%	new	13F-HR Timeline
GoalVest Advisory LLC	44	$3.24K	<0.01%	0	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	41	$3.02K	<0.01%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	36	$2.65K	<0.01%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	35	$2.58K	<0.01%	0	13F-HR Timeline
Luminist Capital LLC	12	$886	<0.01%	0	13F-HR Timeline
NFSG Corp	12	$883	<0.01%	0	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	4	$294	<0.01%	new	13F-HR Timeline Group
Kessler Investment Group, LLC	2	$169	<0.01%	0	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	1	$55	<0.01%	0	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	1	$55	<0.01%	new	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-16,700	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.