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Disclosery

TDIV FIRST TR EXCHANGE TRADED FD

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NASD TECH DIV (fund)

395 managers (403 13F filers) reported a position in TDIV shares at 2026-03-31, 23,275,291 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
395
13F filers
403
New
30
Added
154
Reduced
138
Sold out
24
Shares held by filers
23,275,291

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Visionary Wealth Advisors5,460$511K0.02%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,452$511K0.03%-12313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,452$511K<0.01%+2,28713F-HRTimeline
IHT Wealth Management, LLC5,368$503K0.01%+1,73713F-HRTimeline
IFS Group,LLC5,356$502K0.45%13F-HRTimeline
Krilogy Financial LLC4,835$500K0.02%-14113F-HRTimeline
Modern Wealth Management, LLC5,306$499K0.01%-1,29813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,260$493K0.01%+1,12113F-HRTimelineGroup
Pathway Financial Advisers, LLC5,238$491K0.14%+513F-HRTimeline
Syntegra Private Wealth Group, LLC5,213$488K0.05%013F-HRTimeline
ABLE Financial Group, LLC5,206$488K0.1%-50113F-HRTimeline
CENTRAL TRUST Co5,200$487K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,176$485K<0.01%013F-HR/ATimelineGroup
WealthBridge Capital Management, LLC5,172$484K0.11%+413F-HRTimeline
PFG Advisors5,150$482K0.02%-47913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,148$482K0.01%+22513F-HRTimelineGroup
Beacon Bank & Trust5,126$480K0.1%+49613F-HRTimeline
Comprehensive Financial Consultants Ins…5,104$478K0.14%+1,49913F-HRTimeline
Aries Wealth Management4,975$466K0.1%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,922$461K<0.01%-23,92413F-HRTimelineGroup
Kovack Advisors, Inc.4,906$461K0.02%+6613F-HRTimeline
Kraft, Davis & Associates, LLC4,253$458K0.1%013F-HRTimeline
GeoWealth Management, LLC4,799$449K0.02%-44113F-HRTimeline
Quantum Private Wealth, LLC4,660$436K0.13%013F-HRTimeline
Genesee Capital Advisors, LLC4,519$423K0.18%-72513F-HRTimeline
Claro Advisors Inc.4,497$421K0.05%+3513F-HRTimeline
Traction Financial Partners, LLC4,436$415K0.26%-50613F-HRTimeline
Strategic Financial Concepts, LLC4,340$406K0.1%-51613F-HRTimeline
Ignite Planners, LLC4,096$405K0.06%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,137$387K0.01%+95213F-HRTimelineGroup
SMITH, MOORE & CO.4,066$381K0.03%-4513F-HRTimeline
Key Client Fiduciary Advisors, LLC4,034$378K0.13%+11213F-HRTimeline
FLOW TRADERS U.S. LLC4,007$375K0.01%new13F-HRTimeline
SHP Wealth Management4,000$375K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC3,976$372K<0.01%-34413F-HRTimeline
Arax Advisory Partners3,950$370K0.01%-21,21013F-HRTimeline
Pure Financial Advisors, LLC3,946$370K0.01%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,923$367K0.22%+34213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,910$366K0.3%-9513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,837$359K0.05%+50013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,815$357K0.01%+58713F-HRTimeline
Ausdal Financial Partners, Inc.3,742$351K0.02%+1,12013F-HRTimeline
SAX WEALTH ADVISORS, LLC3,498$339K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC3,586$336K<0.01%+12513F-HRTimeline
Formidable Asset Management, LLC3,468$336K0.05%new13F-HRTimeline
Key Financial Inc3,501$328K0.06%-1813F-HRTimeline
Eagle Strategies LLC3,461$324K0.04%-24,72013F-HRTimeline
Trek Financial, LLC3,449$323K0.02%-1013F-HRTimeline
Sun Financial Inc2,846$321K0.16%-8313F-HRTimeline
Argent Trust Co3,394$318K0.01%013F-HRTimeline
Owen LaRue, LLC3,377$316K0.12%+613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,375$316K<0.01%013F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.3,336$312K0.11%-61013F-HRTimeline
Strategic Blueprint, LLC3,286$308K0.02%+43113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,247$304K0.11%-134,88413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,225$303K0.02%+25213F-HRTimeline
Atlantic Edge Private Wealth Management…3,227$302K0.07%013F-HRTimeline
CX Institutional3,207$300K0.01%-95813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,170$297K0.05%013F-HRTimelineGroup
Quantinno Capital Management LP3,169$297K<0.01%-51413F-HRTimeline
Alpha Zero LLC3,135$294K0.15%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,112$291K0.01%+56713F-HRTimeline
Trueblood Wealth Management, LLC3,101$290K0.11%+72713F-HRTimeline
TICINO WEALTH3,050$288K0.1%013F-HRTimeline
EP Wealth Advisors, LLC3,062$287K<0.01%-2,00013F-HRTimeline
Platform Technology Partners3,017$283K0.05%+15613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,999$281K0.08%+3713F-HRTimeline
Rossby Financial, LCC2,966$279K0.06%+55713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,970$278K<0.01%-1,71813F-HRTimelineGroup
Destiny Wealth Partners, LLC2,959$277K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,976$277K0.09%-4413F-HRTimeline
Sunrise Financial Services, LLC2,947$276K0.2%new13F-HRTimeline
Prosperity Consulting Group, LLC2,940$275K0.01%013F-HRTimeline
Omnitrust Wealth Management, Inc2,913$273K0.35%+11113F-HRTimeline
Breachway Investments LLC2,882$271K0.26%+1013F-HRTimeline
PSI Advisors, LLC2,880$270K0.06%-4213F-HRTimeline
BRIGHTON JONES LLC2,865$268K0.01%new13F-HR/ATimeline
Merit Financial Group, LLC2,859$268K<0.01%-9213F-HRTimeline
Compass Financial Services Inc2,823$264K0.11%+4713F-HRTimeline
Sowell Financial Services LLC2,776$260K0.01%+913F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,750$258K0.1%013F-HRTimeline
Seneca House Advisors2,735$256K0.1%-14813F-HRTimeline
Financial Advisors Network, Inc.2,731$256K0.04%-7613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC2,710$254K0.07%013F-HRTimeline
Synergy Investment Management, LLC2,671$250K0.08%-78613F-HRTimeline
Bison Wealth, LLC2,201$246K0.02%-7813F-HRTimeline
SteelPeak Wealth, LLC2,596$243K0.01%-3,14613F-HRTimeline
Simplicity Wealth,LLC2,589$243K0.01%-32613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,578$241K<0.01%+2,08213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC2,496$241K0.01%-2,13713F-HR/ATimeline
Southeast Asset Advisors, LLC2,555$239K0.03%new13F-HRTimeline
tru Independence LLC2,529$237K0.12%-1213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,521$236K0.03%013F-HRTimeline
HARBOR ADVISORY CORP /MA/2,500$234K0.07%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,454$230K<0.01%+74813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.2,400$225K0.05%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,367$222K0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,362$221K<0.01%-41713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,287$214K<0.01%-71713F-HRTimelineGroup
Independent Wealth Network Inc.2,270$213K0.06%+6413F-HRTimeline
Sandbox Financial Partners, LLC2,225$208K0.06%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,221$208K0.11%+10113F-HRTimeline
Sound Income Strategies, LLC2,207$207K0.01%-15813F-HRTimeline
Wealthspire Advisors, LLC2,210$207K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,200$206K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,175$204K<0.01%-24113F-HRTimeline
WT Wealth Management2,171$203K0.06%-16013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,186$202K<0.01%+3213F-HRTimelineGroup
Jacobi Capital Management LLC2,138$200K0.01%+213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,932$182K<0.01%+1,15713F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,950$178K-92Timeline
PRIVATE TRUST CO NA1,869$175K0.02%-18213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,791$168K<0.01%-67413F-HRTimelineGroup
Larson Financial Group LLC1,697$159K0.01%+55513F-HRTimeline
AlphaCore Capital LLC1,343$126K<0.01%+213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,328$124K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.116,742$117K0.02%013F-HRTimeline
REAP Financial Group, LLC1,154$108K0.02%-17513F-HRTimeline
WealthShield Partners, LLC1,040$97.4K0.01%+4713F-HRTimeline
Archer Investment Corp1,000$93.7K0.02%013F-HRTimeline
Coston, McIsaac & Partners938$87K0.02%-4113F-HRTimeline
GAMMA Investing LLC926$86.7K<0.01%-20813F-HRTimeline
AdvisorNet Financial, Inc899$84.2K<0.01%-33013F-HRTimeline
SIGNATUREFD, LLC895$83.8K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS887$83.1K0.02%013F-HRTimeline
GoalVest Advisory LLC880$82.4K0.02%+37613F-HRTimeline
Asset Dedication, LLC837$78.4K0.01%013F-HRTimeline
North Star Investment Management Corp.812$76.1K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.805$75.4K<0.01%+28913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC801$75K<0.01%+213F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.773$72.4K0.05%+1413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…750$70.2K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC738$69.2K0.02%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…708$66.3K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…633$59.3K<0.01%+8713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC625$58.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC600$56.2K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…600$56.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC614$55.7K<0.01%-7513F-HRTimeline
WHITTIER TRUST CO585$55.4K<0.01%+213F-HRTimeline
My Portfolio Guide, LLC572$53.6K0.03%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC555$52K0.02%+213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/540$50.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…535$50.1K<0.01%+5413F-HRTimeline
Bernard Wealth Management Corp.528$49.5K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.526$49.3K0.03%013F-HRTimeline
Sunbelt Securities, Inc.506$47.4K<0.01%+20013F-HRTimeline
OAKWORTH CAPITAL, INC.500$46.8K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…500$46.8K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC500$46K0.01%013F-HRTimeline
Signature Equity Partners, LLC489$45.8K0.02%+813F-HRTimeline
Raleigh Capital Management Inc.488$45.7K0.02%+113F-HRTimeline
Strategic Wealth Partners, Ltd.457$42.8K<0.01%013F-HRTimeline
Allworth Financial LP401$37.6K<0.01%013F-HRTimeline
Torren Management, LLC398$37.3K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.390$36.7K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC370$34.7K0.01%-36513F-HRTimeline
Root Financial Partners, LLC350$32.8K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…305$28.5K<0.01%013F-HRTimeline
First Pacific Financial303$28.4K<0.01%+113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …275$25.8K<0.01%013F-HRTimelineGroup
Mosley Wealth Management259$25.5K0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC266$24.9K<0.01%13F-HRTimelineGroup
Central Pacific Bank - Trust Division250$23.4K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…245$22.9K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC237$22.2K<0.01%013F-HRTimeline
Millstone Evans Group, LLC202$18.9K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST174$16.3K<0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC150$14K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC116$10.9K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…115$10.8K0.01%013F-HRTimeline
BIRCHBROOK, INC.109$10.2K0.01%-39813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.110$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.105$9.83K<0.01%-4513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp100$9.37K<0.01%013F-HRTimelineGroup
Avion Wealth100$9K<0.01%013F-HRTimeline
Anchor Investment Management, LLC96$8.99K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC84$7.87K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC73$6.84K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC65$6.09K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC50$4.68K<0.01%new13F-HRTimeline
Pacific Center for Financial Services42$3.93K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT41$3.84K<0.01%013F-HRTimeline
Tidemark, LLC40$3.75K<0.01%new13F-HRTimeline
Key Capital Management, INC40$3.75K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.36$3.37K<0.01%013F-HRTimeline
Blue Trust, Inc.36$3.37K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.35$3.28K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC18$1.69K<0.01%new13F-HRTimeline
Investors Research Corp13$1.24K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC12$1.14K<0.01%013F-HRTimeline
NFSG Corp12$1.12K<0.01%013F-HRTimeline
Strive Financial Group ,LLC16$1K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC6$562<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$71<0.01%013F-HRTimeline