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Disclosery

TDIV FIRST TR EXCHANGE TRADED FD

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NASD TECH DIV (fund)

376 managers (382 13F filers) reported a position in TDIV shares at 2025-09-30, 23,549,881 shares in all. 39 filers opened a position and 27 filers sold out during the quarter.

Managers
376
13F filers
382
New
39
Added
146
Reduced
126
Sold out
27
Shares held by filers
23,549,881

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
IFS Group,LLC5,590$556K0.49%13F-HRTimeline
HBW ADVISORY SERVICES LLC5,581$550K0.06%+45013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,566$549K0.03%+50513F-HRTimeline
Visionary Wealth Advisors5,460$538K0.03%013F-HRTimeline
BEARING POINT CAPITAL, LLC5,295$522K0.09%013F-HRTimeline
Crossmark Global Holdings, Inc.5,305$522K0.01%-2,34313F-HRTimeline
Mutual Advisors, LLC5,214$520K0.01%+86613F-HRTimeline
Pathway Financial Advisers, LLC5,265$518K0.15%-9413F-HRTimeline
Syntegra Private Wealth Group, LLC5,213$514K0.05%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,176$510K<0.01%-93013F-HRTimelineGroup
WealthBridge Capital Management, LLC5,163$509K0.12%+413F-HRTimeline
GeoWealth Management, LLC5,148$508K0.02%+37513F-HRTimeline
United Advisor Group, LLC5,087$502K0.07%-16413F-HRTimeline
Krilogy Financial LLC4,976$496K0.02%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/5,000$493K0.15%013F-HRTimeline
Claro Advisors Inc.4,992$492K0.07%+19313F-HRTimeline
Traction Financial Partners, LLC4,980$491K0.3%-2,76713F-HRTimeline
Aries Wealth Management4,975$490K0.12%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,916$485K0.02%-9213F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO970$482K0.05%-1,68013F-HRTimeline
Endowment Wealth Management, Inc.4,752$469K0.21%+91513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,740$467K0.01%-5513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,678$461K<0.01%+513F-HRTimelineGroup
Quantum Private Wealth, LLC4,660$459K0.13%-2,47213F-HRTimeline
Beacon Bank & Trust4,612$455K0.1%-2013F-HRTimeline
Genesee Capital Advisors, LLC4,550$449K0.19%+913F-HRTimeline
Global Assets Advisory, LLC4,483$442K0.13%+79113F-HRTimeline
Kraft, Davis & Associates, LLC4,253$427K0.1%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,307$425K0.3%-2,53213F-HRTimeline
Wealth Watch Advisors, INC4,209$415K0.17%-1,94713F-HRTimeline
Aptus Capital Advisors, LLC4,194$413K<0.01%+3313F-HRTimeline
Advanced Asset Management Advisors Inc4,077$402K0.11%-35813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,076$402K0.01%+8613F-HRTimelineGroup
Asset Allocation Strategies LLC4,068$401K0.08%+1,80413F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,998$394K0.34%+413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,946$389K0.14%-76013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,946$389K0.12%-73213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,919$386K0.03%+40213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,891$384K0.03%+82113F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC3,871$382K0.13%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC3,773$372K0.13%+4713F-HRTimeline
Synergy Investment Management, LLC3,684$363K0.14%-22713F-HRTimeline
Merit Financial Group, LLC3,599$355K<0.01%-6513F-HR/ATimeline
Key Financial Inc3,519$350K0.06%+913F-HRTimeline
Trek Financial, LLC3,544$349K0.02%+15213F-HRTimeline
IHT Wealth Management, LLC3,541$349K0.01%+28913F-HRTimeline
Proactive Wealth Strategies LLC3,474$342K0.15%-59013F-HRTimeline
Sequoia Financial Advisors, LLC3,461$341K<0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,429$338K0.01%new13F-HRTimeline
Argent Trust Co3,394$335K0.01%+25013F-HRTimeline
Owen LaRue, LLC3,350$330K0.13%-8713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,337$329K0.05%013F-HRTimeline
SMITH, MOORE & CO.3,279$323K0.02%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,273$323K0.05%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…3,227$318K0.08%013F-HRTimeline
TCV Trust & Wealth Management, Inc.3,189$314K0.03%013F-HRTimeline
Prosperity Consulting Group, LLC3,168$312K0.02%013F-HRTimeline
Alpha Zero LLC3,135$309K0.18%013F-HRTimeline
Comprehensive Financial Consultants Ins…3,092$305K0.09%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,072$303K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC3,064$302K<0.01%+61713F-HRTimeline
Summit Financial Wealth Advisors, LLC3,025$301K0.05%-20013F-HRTimeline
NorthCoast Asset Management LLC3,040$300K<0.01%013F-HRTimeline
SEEDS INVESTOR LLC3,022$298K0.06%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,004$296K<0.01%+54113F-HRTimelineGroup
Destiny Wealth Partners, LLC2,959$292K0.04%013F-HRTimeline
Simplicity Wealth,LLC2,957$292K0.02%-6413F-HRTimeline
Seneca House Advisors2,930$289K0.12%+713F-HRTimeline
PSI Advisors, LLC2,897$286K0.07%+49713F-HRTimeline
Platform Technology Partners2,871$283K0.07%013F-HRTimeline
BRIGHTON JONES LLC2,865$282K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,817$278K0.1%+15213F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC2,790$275K0.08%-1,11813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,779$274K<0.01%013F-HRTimelineGroup
Sowell Financial Services LLC2,753$271K0.01%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,750$271K0.1%013F-HRTimeline
Financial Advisors Network, Inc.2,731$269K0.04%013F-HRTimeline
Milestones Private Investment Advisors …2,692$265K0.18%-1013F-HRTimeline
Strategic Blueprint, LLC2,688$265K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,917$263K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,658$262K0.01%+14013F-HRTimeline
Kovack Advisors, Inc.2,612$258K0.02%-5313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,577$254K0.12%new13F-HRTimeline
tru Independence LLC2,551$251K0.07%-2113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,535$250K<0.01%new13F-HRTimelineGroup
Compass Financial Services Inc2,535$250K0.11%+16013F-HRTimeline
Rossby Financial, LCC2,504$249K0.08%+70013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,521$249K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,517$248K<0.01%+34213F-HRTimeline
WT Wealth Management2,450$242K0.07%013F-HRTimeline
HOWE & RUSLING INC2,421$239K0.02%-1,05613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.2,400$237K0.06%013F-HRTimeline
Trueblood Wealth Management, LLC2,365$233K0.09%+313F-HRTimeline
Perigon Wealth Management, LLC2,360$233K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,331$230K0.01%+1,33213F-HRTimelineGroup
Columbus Macro, LLC2,318$229K0.03%new13F-HRTimeline
Sandbox Financial Partners, LLC2,225$219K0.06%013F-HRTimeline
Wealthspire Advisors, LLC2,210$218K<0.01%new13F-HRTimeline
Colonial River Investments, LLC2,195$216K0.08%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,195$216K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,154$212K<0.01%-46713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC2,152$212K0.01%new13F-HRTimeline
Jacobi Capital Management LLC2,134$210K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,120$209K0.12%013F-HRTimeline
Masso Torrence Wealth Management Inc.2,120$209K0.09%new13F-HRTimeline
Independent Wealth Network Inc.2,118$209K0.07%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,053$202K<0.01%new13F-HRTimeline
Brookwood Investment Group LLC2,052$202K0.03%-2,36713F-HRTimeline
PRIVATE TRUST CO NA2,051$202K0.02%+17713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,042$201K0Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,895$187K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,629$161K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,615$159K<0.01%+1,20013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,457$144K<0.01%+18513F-HRTimelineGroup
REAP Financial Group, LLC1,346$133K0.03%+213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,294$128K<0.01%-59813F-HRTimelineGroup
GAMMA Investing LLC1,134$112K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,119$110K0.01%+313F-HRTimeline
Larson Financial Group LLC1,063$105K<0.01%-19013F-HRTimeline
Farther Finance Advisors, LLC1,036$102K<0.01%+15913F-HRTimeline
Archer Investment Corp1,000$98.6K0.02%013F-HRTimeline
WealthShield Partners, LLC993$97.9K0.01%013F-HRTimeline
Coston, McIsaac & Partners972$95K0.02%+25013F-HRTimeline
SIGNATUREFD, LLC951$93.7K<0.01%+5713F-HRTimeline
SOA Wealth Advisors, LLC.87,906$87.9K0.02%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS887$87.4K0.02%new13F-HRTimeline
Sound Income Strategies, LLC851$85.1K<0.01%+213F-HRTimeline
Asset Dedication, LLC837$82.5K0.01%-64013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/825$81.3K<0.01%+5013F-HRTimelineGroup
North Star Investment Management Corp.812$80.1K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.759$74.8K0.08%+813F-HR/ATimeline
Darwin Wealth Management, LLC741$73.1K0.02%+113F-HRTimeline
Richard W. Paul & Associates, LLC735$72.5K0.02%-1,07113F-HRTimeline
Rise Advisors, LLC701$69.1K0.02%-34613F-HRTimeline
Creekmur Asset Management LLC653$64.4K0.01%-5313F-HRTimeline
Clearstead Advisors, LLC600$59.2K<0.01%013F-HRTimeline
ORG Partners LLC600$59.2K0.01%013F-HRTimeline
WHITTIER TRUST CO580$57.8K<0.01%-5313F-HRTimeline
GoalVest Advisory LLC583$57.5K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.551$54.3K0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC551$54.3K0.02%new13F-HR/ATimeline
TRUST CO OF TOLEDO NA /OH/540$53.2K0.01%013F-HRTimeline
Bernard Wealth Management Corp.528$52.1K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.500$49.3K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC500$49K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC483$47.6K<0.01%+34113F-HRTimeline
Raleigh Capital Management Inc.481$47.4K0.02%-413F-HRTimeline
Smartleaf Asset Management LLC469$46K<0.01%+23113F-HRTimeline
Glen Eagle Advisors, LLC436$42.9K0.01%+40113F-HRTimeline
Allworth Financial LP401$39.5K<0.01%-23213F-HRTimeline
N.E.W. Advisory Services LLC380$37.5K<0.01%-4813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.364$35.9K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.305$30.1K<0.01%+213F-HRTimeline
First Pacific Financial301$29.7K<0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.300$29.6K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…245$24.2K0.02%013F-HRTimeline
Millstone Evans Group, LLC202$19.9K0.01%-15313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST174$17.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…159$15.7K<0.01%+213F-HRTimeline
Accent Capital Management, LLC151$14.9K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$14.8K<0.01%013F-HRTimeline
Anchor Investment Management, LLC139$13.7K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC115$11.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp100$9.86K<0.01%013F-HRTimelineGroup
Avion Wealth100$9K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC84$8.28K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.73$7.2K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC65$6.41K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT41$4.04K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.36$3.55K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.35$3.47K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC30$2.96K<0.01%new13F-HRTimeline
Luminist Capital LLC12$1.19K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC12$1.19K<0.01%-20313F-HRTimeline
NFSG Corp12$1.18K<0.01%-313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$74<0.01%013F-HRTimeline