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Disclosery

TDIV FIRST TR EXCHANGE TRADED FD

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NASD TECH DIV (fund)

370 managers (376 13F filers) reported a position in TDIV shares at 2025-06-30, 22,025,829 shares in all. 41 filers opened a position and 24 filers sold out during the quarter.

Managers
370
13F filers
376
New
41
Added
137
Reduced
124
Sold out
24
Shares held by filers
22,025,829

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Pure Financial Advisors, LLC5,638$508K0.01%013F-HRTimeline
PFG Investments, LLC5,595$504K0.03%-1,35313F-HRTimeline
EP Wealth Advisors, LLC5,462$493K<0.01%-95013F-HRTimeline
Visionary Wealth Advisors5,460$492K0.03%+15713F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.5,400$487K0.13%new13F-HRTimeline
Pathway Financial Advisers, LLC5,359$483K0.16%-7313F-HRTimeline
IFG Advisory, LLC5,320$480K0.02%+32413F-HRTimeline
BEARING POINT CAPITAL, LLC5,295$477K0.09%new13F-HRTimeline
United Advisor Group, LLC5,251$473K0.08%+38913F-HRTimeline
Syntegra Private Wealth Group, LLC5,213$470K0.05%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,182$468K0.01%new13F-HRTimelineGroup
WealthBridge Capital Management, LLC5,159$465K0.12%-77813F-HRTimeline
HBW ADVISORY SERVICES LLC5,131$463K0.06%+16713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,061$456K0.03%+19413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,008$452K0.02%+10413F-HRTimelineGroup
HARBOR ADVISORY CORP /MA/5,000$451K0.14%013F-HRTimeline
Aries Wealth Management4,975$449K0.12%013F-HRTimeline
Claro Advisors Inc.4,799$433K0.07%+25713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,795$432K0.01%+62113F-HRTimelineGroup
GeoWealth Management, LLC4,773$430K0.02%+32013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.4,706$424K0.16%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,678$422K0.13%+1,50713F-HRTimeline
OLD MISSION CAPITAL LLC4,677$422K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,673$421K<0.01%+713F-HRTimelineGroup
Beacon Bank & Trust4,632$418K0.1%-1,07613F-HRTimeline
Genesee Capital Advisors, LLC4,541$409K0.18%-26213F-HRTimeline
Advanced Asset Management Advisors Inc4,435$400K0.11%-57913F-HRTimeline
Brookwood Investment Group LLC4,419$398K0.06%new13F-HRTimeline
Mutual Advisors, LLC4,348$396K0.01%-34613F-HRTimeline
Kraft, Davis & Associates, LLC4,253$390K0.11%013F-HRTimeline
Aptus Capital Advisors, LLC4,161$375K<0.01%-18313F-HRTimeline
Barry Investment Advisors, LLC4,087$368K0.09%-8513F-HRTimeline
Proactive Wealth Strategies LLC4,064$366K0.17%+1413F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,994$360K0.34%+513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,990$360K<0.01%+2213F-HRTimelineGroup
NOVEM GROUP3,911$353K0.04%new13F-HRTimeline
Synergy Investment Management, LLC3,911$353K0.21%+19913F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC3,908$352K0.11%-50213F-HRTimeline
Endowment Wealth Management, Inc.3,837$346K0.18%+73413F-HRTimeline
Key Client Fiduciary Advisors, LLC3,726$336K0.14%-613F-HRTimeline
Global Assets Advisory, LLC3,692$333K0.13%-7,41313F-HRTimeline
Merit Financial Group, LLC3,664$330K<0.01%-53713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,517$317K0.02%013F-HRTimeline
Key Financial Inc3,510$316K0.06%+36813F-HRTimeline
HOWE & RUSLING INC3,477$314K0.02%+50113F-HRTimeline
Owen LaRue, LLC3,437$310K0.13%-81613F-HRTimeline
Trek Financial, LLC3,392$306K0.02%+9013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,337$301K0.05%013F-HRTimeline
SMITH, MOORE & CO.3,279$296K0.02%+27913F-HRTimeline
IHT Wealth Management, LLC3,252$293K0.01%-7413F-HRTimeline
Atlantic Edge Private Wealth Management…3,227$291K0.08%013F-HRTimeline
Summit Financial Wealth Advisors, LLC3,225$291K0.05%013F-HRTimeline
TCV Trust & Wealth Management, Inc.3,189$288K0.03%013F-HRTimeline
Prosperity Consulting Group, LLC3,168$286K0.02%013F-HRTimeline
Argent Trust Co3,144$283K0.01%+10013F-HRTimeline
Alpha Zero LLC3,135$283K0.18%013F-HRTimeline
Comprehensive Financial Consultants Ins…3,092$279K0.09%-66613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,070$277K0.01%-95613F-HRTimelineGroup
NorthCoast Asset Management LLC3,040$274K<0.01%013F-HRTimeline
Simplicity Wealth,LLC3,021$272K0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC2,959$267K0.04%013F-HRTimeline
Seneca House Advisors2,923$264K0.11%+10313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,917$263K0.02%+313F-HRTimeline
Martin Worley Group2,915$263K0.13%new13F-HRTimeline
Platform Technology Partners2,871$259K0.07%+113F-HRTimeline
BRIGHTON JONES LLC2,865$258K0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,779$251K<0.01%013F-HR/ATimelineGroup
Bison Wealth, LLC2,766$249K0.02%-96113F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,750$248K0.1%013F-HRTimeline
Financial Advisors Network, Inc.2,731$246K0.04%013F-HRTimeline
Milestones Private Investment Advisors …2,702$244K0.18%13F-HRTimeline
Omnitrust Wealth Management, Inc2,109$242K0.29%13F-HRTimeline
Robertson Stephens Wealth Management, L…2,674$241K0.01%-108,97613F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,665$241K0.1%-17613F-HRTimeline
Kovack Advisors, Inc.2,665$240K0.02%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,650$239K0.06%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,621$236K<0.01%new13F-HR/ATimelineGroup
tru Independence LLC2,572$232K0.07%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,547$230K<0.01%-24413F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,521$227K0.03%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,518$227K0.01%+113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,463$222K<0.01%new13F-HRTimelineGroup
WT Wealth Management2,450$221K0.07%new13F-HRTimeline
Summit Financial, LLC2,447$221K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,433$219K0.03%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC2,423$218K0.09%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.2,400$216K0.06%new13F-HRTimeline
PSI Advisors, LLC2,400$216K0.11%+49513F-HRTimeline
Compass Financial Services Inc2,375$214K0.1%-75513F-HRTimeline
Trueblood Wealth Management, LLC2,362$213K0.09%new13F-HRTimeline
Asset Allocation Strategies LLC2,264$204K0.05%new13F-HRTimeline
Colonial River Investments, LLC2,195$202K0.09%new13F-HRTimeline
Sandbox Financial Partners, LLC2,225$201K0.06%new13F-HRTimeline
BLAIR WILLIAM & CO/IL2,175$196K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,120$191K0.12%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,076$187K0.03%new13F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding2,042$182K-43Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,895$171K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,892$171K<0.01%-27413F-HRTimelineGroup
PRIVATE TRUST CO NA1,874$169K0.02%-63413F-HRTimeline
Richard W. Paul & Associates, LLC1,806$163K0.06%013F-HRTimeline
Rossby Financial, LCC1,804$163K0.06%+213F-HRTimeline
AdvisorNet Financial, Inc1,629$147K0.01%+28313F-HRTimeline
Asset Dedication, LLC1,477$133K0.01%+67713F-HRTimeline
REAP Financial Group, LLC1,344$121K0.03%+37813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,328$120K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,272$115K<0.01%-3813F-HRTimelineGroup
Larson Financial Group LLC1,253$113K<0.01%+313F-HRTimeline
GAMMA Investing LLC1,134$102K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,116$101K0.01%+413F-HRTimeline
Rise Advisors, LLC1,047$94.4K0.04%-1,03913F-HRTimeline
Archer Investment Corp1,000$90.2K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management999$90.1K<0.01%+3313F-HRTimelineGroup
WealthShield Partners, LLC993$89.5K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.87,906$87.9K0.02%-7,94913F-HRTimeline
Arax Advisory Partners913$82.3K<0.01%+51013F-HRTimeline
SIGNATUREFD, LLC894$80.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC877$79.1K<0.01%-19,43213F-HRTimeline
Sound Income Strategies, LLC849$76.5K<0.01%+313F-HRTimeline
North Star Investment Management Corp.812$73.2K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/775$69.9K<0.01%013F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.751$67.7K0.08%13F-HRTimeline
Darwin Wealth Management, LLC740$66.8K0.02%-813F-HRTimeline
Coston, McIsaac & Partners722$65K0.02%013F-HRTimeline
Creekmur Asset Management LLC706$63.7K0.01%-36013F-HRTimeline
Allworth Financial LP633$57.1K<0.01%+23213F-HRTimeline
WHITTIER TRUST CO633$57.1K<0.01%+213F-HRTimeline
ORG Partners LLC600$54.2K0.01%013F-HRTimeline
Clearstead Advisors, LLC600$54.1K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.551$49.7K0.04%-5013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/540$48.7K0.01%new13F-HRTimeline
Bernard Wealth Management Corp.528$47.6K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.500$45.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC500$45K0.01%013F-HRTimeline
Raleigh Capital Management Inc.485$43.8K0.02%-3013F-HRTimeline
Transce3nd, LLC482$43.5K0.02%-1913F-HRTimeline
N.E.W. Advisory Services LLC428$38.6K<0.01%-16,81113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.415$37.4K<0.01%+1513F-HRTimelineGroup
Brooklyn Investment Group385$34.7K<0.01%new13F-HR/ATimeline
Millstone Evans Group, LLC355$32K0.02%013F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd350$31.6K<0.01%013F-HR/ATimelineGroup
Blue Trust, Inc.301$27.1K<0.01%new13F-HRTimeline
First Pacific Financial300$27.1K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.303$23.8K<0.01%+3313F-HRTimeline
First Command Advisory Services, Inc.260$23.4K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…245$22.1K0.02%013F-HRTimeline
Smartleaf Asset Management LLC238$21.2K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC215$19.4K0.01%new13F-HRTimeline
FSA Wealth Management LLC180$16.2K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST174$15.7K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…157$14.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$13.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC140$13K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC142$12.8K<0.01%013F-HRTimeline
Anchor Investment Management, LLC139$12.5K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC115$10.4K<0.01%-5213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp100$9.02K<0.01%new13F-HRTimelineGroup
Avion Wealth100$9K<0.01%new13F-HR/ATimeline
Mascoma Wealth Management LLC84$7.57K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC65$5.86K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT41$3.7K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.36$3.25K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.35$3.17K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC35$3.16K<0.01%013F-HRTimeline
NFSG Corp15$1.35K<0.01%+313F-HRTimeline
Luminist Capital LLC12$1.08K<0.01%013F-HRTimeline
Kessler Investment Group, LLC2$207<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$68<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1$67<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.