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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
LPL Financial LLC2,247,424$176M0.07%-16,68613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,091,310$164M0.01%+15,93113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,685,100$132M0.03%-66,07813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,378,342$108M0.01%+190,51913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,228,466$96.4M0.04%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,057,829$83M0.02%+33,52813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding673,882$52.9M+81,590Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA460,725$36.1M0.01%+20,98913F-HRTimelineGroup
Cetera Investment Advisers444,864$34.9M0.07%+104,76913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC436,140$34.2M0.01%+51,31413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC396,219$31.1M0.05%+10,83713F-HRTimeline
PARK NATIONAL CORP /OH/312,136$24.5M0.9%-2,73313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.340,499$23.3M0.05%+41,40213F-HR/ATimelineGroup
Flaharty Asset Management, LLC295,251$23.2M3.38%-8,37013F-HRTimeline
Creative Planningin group Creative Planning277,849$21.8M0.02%+16,58513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding269,448$21.1M+6,006Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP254,760$20M0.02%+2,71613F-HRTimelineGroup
Cambridge Investment Research Advisors,…243,887$19.1M0.06%+14,76913F-HRTimeline
D.A. DAVIDSON & CO.220,683$17.3M0.14%-3,18613F-HRTimeline
NewEdge Advisors, LLC208,803$16.4M0.1%-96313F-HRTimeline
Aprio Wealth Management, LLC196,021$15.4M2.24%+17,15113F-HRTimeline
Janney Montgomery Scott LLC166,456$13.1M0.04%+11,85813F-HRTimeline
New England Private Wealth Advisors LLC155,280$12.2M1.93%+61613F-HRTimeline
Cherry Creek Investment Advisors, Inc.149,476$11.7M5.76%-1,79713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.144,763$11.4M0.11%-1,02513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC137,792$10.8M0.03%+24,95013F-HRTimelineGroup
Orion Porfolio Solutions, LLC130,528$10.2M0.1%+4,57313F-HRTimeline
Orion Portfolio Solutions, LLC130,528$10.2M0.1%+4,57313F-HRTimeline
Concorde Asset Management, LLC125,496$9.85M5.13%+5,45613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC119,055$9.34M4.6%+4,43613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.115,229$9.04M0.13%-2,21713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC107,541$8.44M0.12%+9,05213F-HRTimelineGroup
Robertson Stephens Wealth Management, L…107,184$8.41M0.3%+4,57813F-HRTimeline
Pine Valley Investments Ltd Liability Co106,845$8.38M0.55%-37113F-HRTimeline
Sigma Planning Corp106,605$8.36M0.26%+4,40113F-HRTimeline
Crumly & Associates Inc.104,440$8.19M2.23%+6,45313F-HRTimeline
Atria Wealth Solutions, Inc.101,929$8M0.09%+9,39413F-HRTimeline
Private Wealth Group, LLC100,123$7.86M3.84%+1,56013F-HRTimeline
PURSUE WEALTH PARTNERS LLC77,145$6.05M3.46%+1,86013F-HRTimeline
Coppell Advisory Solutions LLC74,195$5.87M0.82%+4,98113F-HRTimeline
Steward Partners Investment Advisory, L…74,641$5.86M0.05%+3313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.70,706$5.55M0.03%-42613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…70,400$5.55M0.02%-54,30013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.69,481$5.45M0.16%+5,25013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,084$5.03M0.01%+14,25413F-HRTimelineGroup
Wealth Management Associates, Inc.62,065$4.87M2.08%+15013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,148$4.72M<0.01%-3,64813F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC58,877$4.62M0.43%-40013F-HRTimeline
AE Wealth Management LLC54,646$4.29M0.04%-1,24713F-HRTimeline
Great Diamond Partners, LLC53,973$4.23M1.1%-96113F-HRTimeline
Snowden Capital Advisors LLC52,128$4.09M0.13%+7,37213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$3.92M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC49,444$3.88M0.01%+6,71913F-HRTimeline
Harvest Investment Services, LLC49,285$3.87M0.95%-51113F-HRTimeline
Tyler-Stone Wealth Management47,797$3.75M0.67%-2,60413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC47,352$3.72M2.46%+1313F-HRTimeline
&PARTNERS45,640$3.63M0.04%+5,03813F-HRTimeline
HighTower Advisors, LLC45,737$3.59M<0.01%-48613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC45,604$3.58M0.04%+24,35513F-HRTimelineGroup
CWM, LLCin group CWM, LLC45,596$3.58M0.01%-2,85613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,830$3.44M<0.01%+4,85213F-HRTimelineGroup
Prospera Financial Services Inc43,309$3.4M0.08%-2,58313F-HRTimeline
Mariner, LLCin group Mariner, LLC42,684$3.35M0.01%+9,80613F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC42,419$3.33M2.39%-1,18913F-HRTimeline
Atria Investments, Inc42,264$3.32M0.04%+7,54213F-HRTimeline
Quadcap Wealth Management, LLC42,002$3.3M0.49%+5,51213F-HRTimeline
IFP Advisors, Inc41,747$3.28M0.11%+31013F-HRTimeline
Financial Advocates Investment Manageme…41,373$3.25M0.18%+4,25613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC41,230$3.23M1.48%+1,97413F-HRTimeline
Main Street Financial Solutions, LLC41,178$3.23M0.32%-1,02813F-HRTimeline
BlueChip Wealth Advisors LLC40,576$3.18M1.77%+4,16313F-HRTimeline
Hobart Private Capital, LLC40,533$3.18M0.79%+4,27913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,875$3.13M0.01%+7,28813F-HR/ATimeline
Capital Advisors, Ltd. LLC39,640$3.11M0.39%+1,00013F-HRTimeline
Ranch Capital Advisors Inc.39,294$3.08M1.46%+2,11813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,038$3.06M0.01%+4,11713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.38,615$3.03M0.01%-16,09213F-HRTimelineGroup
Gateway Wealth Partners, LLC37,971$2.98M0.77%+1,62213F-HRTimeline
Independent Advisor Alliance37,752$2.96M0.04%new13F-HRTimeline
World Investment Advisors37,314$2.93M0.08%+3,87813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,653$2.88M0.04%+13513F-HRTimelineGroup
Wealthfront Advisers LLC36,209$2.84M0.01%+2,49713F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED35,904$2.83M0.26%+19,45113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC35,921$2.82M0.02%-1,91213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\35,161$2.76M<0.01%+8,41613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.33,763$2.65M0.11%+79613F-HRTimeline
Private Advisor Group, LLC33,154$2.6M0.01%+62013F-HRTimeline
Ballew Advisors, Inc31,529$2.46M1.57%-26913F-HRTimeline
Morey & Quinn Wealth Partners, LLC31,286$2.45M2.08%13F-HRTimeline
Ayalon Insurance Comp Ltd.30,589$2.4M0.74%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…30,544$2.4M1.2%+68813F-HRTimelineGroup
Midwest Financial Network, LLC30,106$2.36M2.46%13F-HRTimeline
Kaydan Wealth Management, Inc.29,609$2.32M0.77%-48913F-HRTimeline
WealthPlan Investment Management, LLC29,323$2.3M0.23%-36,96713F-HRTimeline
Apeiron RIA LLC28,813$2.26M0.63%-2,64113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.28,353$2.22M0.12%+6,83113F-HR/ATimelineGroup
Regal Investment Advisors LLC28,307$2.22M0.17%-5,47413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,771$2.18M0.16%+14,30613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.27,594$2.16M0.87%-1,33913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,430$2.15M0.18%new13F-HRTimelineGroup
Connecticut Wealth Management, LLC26,702$2.1M0.1%013F-HRTimeline
Redhawk Wealth Advisors, Inc.26,384$2.07M0.28%-25013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,307$2.06M<0.01%+17,31913F-HRTimelineGroup
Biondo Investment Advisors, LLC25,165$1.97M0.27%-2013F-HRTimeline
Integrated Wealth Concepts LLC25,044$1.96M0.02%+1,07613F-HRTimeline
NewEdge Wealth, LLC24,649$1.93M0.03%-20113F-HRTimeline
Randall & Associates Wealth Management24,612$1.93M1.6%-2413F-HRTimeline
Sanctuary Advisors, LLC23,239$1.88M0.01%+1,41313F-HRTimeline
Gladstone Institutional Advisory LLC23,072$1.81M0.08%-2,97413F-HRTimeline
Kingsview Wealth Management, LLC22,858$1.79M0.03%+5113F-HRTimeline
National Wealth Management Group, LLC22,593$1.77M1.18%+2,20613F-HRTimeline
WORLD EQUITY GROUP, INC.22,320$1.75M0.38%-8,42013F-HRTimeline
PFG Advisors22,261$1.75M0.11%+16,80413F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,807$1.71M0.02%-2,33213F-HRTimelineGroup
Global Retirement Partners, LLC21,388$1.68M0.05%+62913F-HRTimeline
DHJJ Financial Advisors, Ltd.21,117$1.66M0.65%-18113F-HRTimeline
LeClair Wealth Partners LLC20,741$1.63M1.08%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,309$1.59M0.04%+3,47013F-HRTimelineGroup
Pinnacle Family Advisors, LLC20,034$1.57M0.76%+1,17913F-HRTimeline
MTM Investment Management, LLC19,995$1.57M0.6%-7513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC19,435$1.56M0.12%013F-HRTimelineGroup
COMERICA BANK19,148$1.5M0.01%+63213F-HR/ATimeline
Koshinski Asset Management, Inc.18,918$1.48M0.13%+60213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,889$1.4M<0.01%-74413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…16,700$1.39M0.08%+99213F-HRTimeline
TFG Advisers LLC17,418$1.37M0.49%+1,96913F-HRTimeline
Sagace Wealth Management LLC17,073$1.34M1%-2,75313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,867$1.32M0.2%+1,11113F-HRTimeline
CIBC WORLD MARKET INC.16,733$1.31M<0.01%+19413F-HRTimeline
Golden State Wealth Management, LLC16,628$1.3M0.2%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,626$1.3M<0.01%-2,01513F-HRTimelineGroup
Huntleigh Advisors, Inc.15,753$1.24M0.27%13F-HRTimeline
Sequent Planning LLC15,728$1.23M0.45%-38813F-HRTimeline
Retirement Planning Co of New England, …15,336$1.2M0.58%+7713F-HRTimeline
Allen Capital Group, LLC15,170$1.19M0.15%-50713F-HRTimeline
Reliant Investment Partners, LLC14,257$1.12M0.99%13F-HRTimeline
CoreCap Advisors, LLC14,227$1.12M0.05%-16713F-HRTimeline
Ashton Thomas Private Wealth, LLC13,779$1.08M0.04%-213F-HRTimeline
Prasad Wealth Partners, LLC13,135$1.03M0.33%13F-HRTimeline
Element Wealth, LLC12,811$1.01M0.53%+49013F-HRTimeline
Clearwater Capital Advisors, LLC12,198$957K0.09%-18,29613F-HRTimeline
MGO ONE SEVEN LLC11,941$937K0.04%-1,70513F-HRTimeline
Elevated Capital Advisors, LLC11,905$934K0.25%-16513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC11,788$925K0.47%+1313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,558$907K0.03%+2,02913F-HRTimeline
FMR LLCin group FMR LLC10,786$846K<0.01%+2,85413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,780$846K<0.01%+8,08013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC10,568$829K0.26%new13F-HRTimeline
RFG Advisory, LLC10,492$823K0.02%+2,02713F-HRTimeline
Madrona Financial Services, LLC10,428$818K0.22%-54313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,326$810K<0.01%new13F-HR/ATimelineGroup
DAVENPORT & Co LLC10,056$789K<0.01%-1,47913F-HRTimeline
N.E.W. Advisory Services LLC9,565$750K0.07%-28013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,502$746K+4,047Timeline
Blackhawk Capital Partners, LLC9,284$728K0.38%+60913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,143$717K+118Timeline
TrueWealth Advisors, LLC9,120$716K0.24%+63313F-HRTimeline
WEDBUSH SECURITIES INC8,921$700K0.02%+2,06413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,905$698K0.02%-4513F-HRTimelineGroup
OneDigital Investment Advisors LLC8,872$696K0.01%-6813F-HRTimeline
Cornerstone Wealth Management, LLC8,662$680K0.05%+48913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC8,562$672K0.11%new13F-HRTimelineGroup
Composition Wealth, LLC8,537$670K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,361$652K<0.01%+93013F-HRTimelineGroup
MAI Capital Management8,135$638K<0.01%-1913F-HRTimeline
ABLE Financial Group, LLC8,056$632K0.19%-5013F-HRTimeline
PCA Investment Advisory Services Inc.8,007$628K0.29%+1113F-HRTimeline
PINNACLE ASSOCIATES LTD7,543$592K0.01%+12913F-HRTimeline
PKS Advisory Services, LLC7,526$591K0.15%13F-HRTimeline
EP Wealth Advisors, LLC7,522$590K<0.01%-12713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,350$577K0.07%013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC7,189$564K0.25%new13F-HRTimeline
Quantum Private Wealth, LLC7,132$560K0.18%013F-HRTimeline
AlphaStar Capital Management, LLC7,086$556K0.06%+23113F-HRTimeline
Centerpoint Advisory Group7,060$554K0.54%13F-HRTimeline
HBW ADVISORY SERVICES LLC7,003$549K0.06%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,000$549K0.05%013F-HRTimeline
PFG Investments, LLC6,944$545K0.03%+74913F-HRTimeline
FAS Wealth Partners, Inc.6,920$543K0.05%-10013F-HRTimeline
Secure Asset Management, LLC6,837$536K0.08%+48113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,786$532K0.02%new13F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI6,725$528K0.06%-5513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,645$521K0.05%-28513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC6,635$521K2.16%-1,13113F-HRTimeline
Florida Trust Wealth Management Co6,430$504K0.02%013F-HRTimeline
Modern Wealth Management, LLC6,358$499K0.02%new13F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,236$489K0.03%+48713F-HRTimelineGroup
Waterfront Wealth Inc.6,162$483K0.12%+31613F-HRTimeline
Dominguez Wealth Management Solutions, …6,066$476K0.35%+1613F-HRTimeline
Beacon Bank & Trust6,011$472K0.11%+29213F-HRTimeline
CENTRAL TRUST Co6,000$471K0.01%+3,00013F-HRTimeline
WealthBridge Capital Management, LLC5,930$465K0.13%+56213F-HRTimeline
SteelPeak Wealth, LLC5,900$463K0.02%+65013F-HRTimeline
Financial Perspectives, Inc5,761$452K0.15%+713F-HRTimeline
Pure Financial Advisors, LLC5,638$442K0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC5,603$440K0.15%-2113F-HRTimeline
Quartz Partners, LLC5,520$433K0.26%-1,96413F-HRTimeline
Richmond Investment Services, LLC5,418$425K0.24%13F-HRTimeline
Visionary Wealth Advisors5,240$411K0.02%+7513F-HRTimeline
Nova Wealth Management, Inc.5,214$409K0.35%13F-HRTimeline