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Disclosery

TDIV FIRST TR EXCHANGE TRADED FD

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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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC2,366,613$174M0.07%+119,18913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,975,656$145M0.01%-115,65413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,661,257$122M0.03%-23,84313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,392,386$102M0.01%+14,04413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,184,120$87.2M0.03%-44,34613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,089,078$80.2M0.02%+31,24913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding715,737$52.7M+41,855Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA486,637$35.8M0.01%+25,91213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC434,720$32M0.01%-1,42013F-HRTimelineGroup
Cetera Investment Advisers425,217$31.3M0.06%-19,64713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding418,787$30.8M+149,339Timeline
COMMONWEALTH EQUITY SERVICES, LLC403,988$29.7M0.04%+7,76913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.345,044$25.4M0.06%+4,54513F-HRTimelineGroup
PARK NATIONAL CORP /OH/306,575$22.6M0.83%-5,56113F-HRTimeline
Aprio Wealth Management, LLC283,764$20.9M2.62%+87,74313F-HRTimeline
Creative Planningin group Creative Planning279,905$20.6M0.02%+2,05613F-HRTimelineGroup
Flaharty Asset Management, LLC264,589$19.5M2.81%-30,66213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP257,115$18.9M0.02%+2,35513F-HRTimelineGroup
D.A. DAVIDSON & CO.208,408$15.3M0.12%-12,27513F-HRTimeline
Cambridge Investment Research Advisors,…204,386$15M0.05%-39,50113F-HRTimeline
NewEdge Advisors, LLC184,025$13.5M0.08%-24,77813F-HRTimeline
Janney Montgomery Scott LLC156,995$11.6M0.03%-9,46113F-HRTimeline
New England Private Wealth Advisors LLC155,379$11.4M1.77%+9913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC148,464$10.9M0.03%+10,67213F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.145,791$10.7M5.58%-3,68513F-HRTimeline
Pine Valley Investments Ltd Liability Co139,123$10.2M0.66%+32,27813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.136,217$10M0.1%-8,54613F-HRTimelineGroup
Orion Porfolio Solutions, LLC125,641$9.25M0.09%-4,88713F-HRTimeline
Orion Portfolio Solutions, LLC125,641$9.25M0.09%-4,88713F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC123,703$9.11M0.13%+16,16213F-HRTimelineGroup
Sigma Planning Corp114,296$8.41M0.27%+7,69113F-HRTimeline
Robertson Stephens Wealth Management, L…111,650$8.22M0.31%+4,46613F-HRTimeline
Crumly & Associates Inc.111,147$8.18M2.26%+6,70713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC107,166$7.89M4.21%-11,88913F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.106,183$7.82M0.12%-9,04613F-HRTimelineGroup
Private Wealth Group, LLC97,793$7.2M4.23%-2,33013F-HRTimeline
PURSUE WEALTH PARTNERS LLC80,460$5.92M3.6%+3,31513F-HRTimeline
Atria Wealth Solutions, Inc.77,440$5.7M0.07%-24,48913F-HRTimeline
Steward Partners Investment Advisory, L…75,147$5.53M0.05%+50613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP68,020$5.01M0.01%+3,93613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.66,922$4.93M0.03%-3,78413F-HRTimeline
MML INVESTORS SERVICES, LLC65,700$4.84M0.02%+16,25613F-HRTimeline
HARBOUR INVESTMENTS, INC.63,298$4.66M0.13%-6,18313F-HRTimeline
Wealth Management Associates, Inc.60,987$4.49M1.92%-1,07813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp59,934$4.41M<0.01%-21413F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC59,454$4.38M0.42%+57713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.56,118$4.13M0.23%+27,76513F-HR/ATimelineGroup
Snowden Capital Advisors LLC53,172$3.91M0.13%+1,04413F-HRTimeline
&PARTNERS53,013$3.89M0.04%+7,37313F-HRTimeline
AE Wealth Management LLC52,742$3.88M0.03%-1,90413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,978$3.75M0.01%+24,67113F-HRTimelineGroup
Great Diamond Partners, LLC50,913$3.75M1.02%-3,06013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$3.68M<0.01%013F-HRTimelineGroup
BlueChip Wealth Advisors LLC48,272$3.55M1.74%+7,69613F-HRTimeline
Gateway Wealth Partners, LLC47,893$3.53M0.79%+9,92213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC47,773$3.52M1.61%+6,54313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC47,334$3.48M2.34%-1813F-HRTimeline
Harvest Investment Services, LLC47,104$3.47M0.97%-2,18113F-HRTimeline
Prospera Financial Services Inc46,487$3.42M0.08%+3,17813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,015$3.39M<0.01%+10,85413F-HRTimelineGroup
CWM, LLCin group CWM, LLC45,549$3.35M0.01%-4713F-HRTimelineGroup
Atria Investments, Inc44,207$3.25M0.04%+1,94313F-HRTimeline
IFP Advisors, Inc44,051$3.24M0.1%+2,30413F-HRTimeline
Hobart Private Capital, LLC43,729$3.22M0.8%+3,19613F-HRTimeline
Tyler-Stone Wealth Management43,267$3.18M0.57%-4,53013F-HRTimeline
Financial Advocates Investment Manageme…42,866$3.16M0.22%+1,49313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41,819$3.08M<0.01%-2,01113F-HRTimelineGroup
Chicago Partners Investment Group LLC40,129$3.05M0.1%new13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC41,197$3.03M2.23%-1,22213F-HRTimeline
World Investment Advisors40,856$3.01M0.08%+3,54213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40,664$2.99M0.01%+1,62613F-HRTimelineGroup
Coppell Advisory Solutions LLC40,510$2.96M0.41%-33,68513F-HRTimeline
Capital Advisors, Ltd. LLC39,969$2.94M0.39%+32913F-HRTimeline
Ranch Capital Advisors Inc.39,225$2.89M1.37%-6913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,088$2.88M0.01%+47313F-HRTimelineGroup
Wealthfront Advisers LLC39,032$2.87M0.01%+2,82313F-HRTimeline
Main Street Financial Solutions, LLC38,248$2.82M0.24%-2,93013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,037$2.8M0.01%-1,83813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED36,020$2.64M0.25%+11613F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,885$2.49M0.01%-2,03613F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC33,764$2.49M2.06%+2,47813F-HRTimeline
Virtue Capital Management, LLC32,962$2.42M0.28%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC32,120$2.36M<0.01%-10,56413F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…31,457$2.32M1.15%+91313F-HRTimelineGroup
Midwest Financial Network, LLC31,086$2.29M2.29%+98013F-HRTimeline
Ayalon Insurance Comp Ltd.30,589$2.25M0.73%013F-HRTimeline
Kaydan Wealth Management, Inc.29,774$2.19M0.7%+16513F-HRTimeline
Private Advisor Group, LLC29,656$2.18M0.01%-3,49813F-HRTimeline
Ballew Advisors, Inc31,361$2.18M1.46%-16813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …28,870$2.13M0.14%+1,44013F-HRTimelineGroup
Regal Investment Advisors LLC28,140$2.07M0.17%-16713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.27,828$2.05M0.8%+23413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,889$1.98M<0.01%new13F-HR/ATimelineGroup
Randall & Associates Wealth Management24,621$1.81M1.49%+913F-HRTimeline
WealthPlan Investment Management, LLC24,209$1.78M0.18%-5,11413F-HRTimeline
Pinnacle Family Advisors, LLC24,137$1.78M0.97%+4,10313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,167$1.77M<0.01%+13,38713F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,751$1.75M0.03%-12,90213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.23,603$1.74M0.5%+1,28313F-HRTimeline
J.W. COLE ADVISORS, INC.23,057$1.7M0.05%-10,70613F-HRTimeline
Biondo Investment Advisors, LLC22,968$1.69M0.24%-2,19713F-HRTimeline
Sanctuary Advisors, LLC22,958$1.69M0.01%-28113F-HRTimeline
Kingsview Wealth Management, LLC22,603$1.66M0.03%-25513F-HRTimeline
Apeiron RIA LLC22,247$1.64M0.5%-6,56613F-HRTimeline
NewEdge Wealth, LLC22,210$1.63M0.03%-2,43913F-HRTimeline
Prostatis Group LLC21,297$1.57M0.49%new13F-HRTimeline
Integrated Wealth Concepts LLC21,061$1.55M0.02%-3,98313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,983$1.54M<0.01%+3,09413F-HRTimeline
DHJJ Financial Advisors, Ltd.20,707$1.52M0.61%-41013F-HRTimeline
HighTower Advisors, LLC20,695$1.52M<0.01%-25,04213F-HRTimeline
Farther Finance Advisors, LLC20,309$1.5M0.04%+20,30813F-HRTimeline
MTM Investment Management, LLC19,709$1.46M0.56%-28613F-HRTimeline
CoreCap Advisors, LLC19,646$1.45M0.06%+5,41913F-HRTimeline
COMERICA BANK19,440$1.43M0.01%+29213F-HRTimeline
Blackhawk Capital Partners, LLC19,162$1.41M0.73%+9,87813F-HRTimeline
TFG Advisers LLC18,984$1.4M0.51%+1,56613F-HRTimeline
LeClair Wealth Partners LLC18,463$1.36M0.98%-2,27813F-HRTimeline
Koshinski Asset Management, Inc.18,343$1.35M0.11%-57513F-HRTimeline
Sagace Wealth Management LLC17,916$1.32M1%+84313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,867$1.32M0.03%-2,44213F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…17,453$1.28M0.2%+58613F-HRTimeline
Wedmont Private Capital18,343$1.28M0.07%new13F-HRTimeline
N.E.W. Advisory Services LLC17,239$1.27M0.1%+7,67413F-HRTimeline
PFG Advisors17,057$1.26M0.07%-5,20413F-HRTimeline
National Wealth Management Group, LLC16,939$1.25M0.82%-5,65413F-HRTimeline
CIBC WORLD MARKET INC.16,726$1.23M<0.01%-713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …16,228$1.2M0.02%-5,57913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.16,093$1.18M0.16%-10,29113F-HRTimeline
Golden State Wealth Management, LLC15,716$1.16M0.17%-91213F-HR/ATimeline
Sequent Planning LLC15,607$1.15M0.41%-12113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,482$1.14M<0.01%-1,14413F-HRTimelineGroup
Retirement Planning Co of New England, …15,395$1.13M0.56%+5913F-HR/ATimeline
Huntleigh Advisors, Inc.15,180$1.12M0.26%-57313F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC15,006$1.11M0.1%-12,76513F-HR/ATimeline
Allen Capital Group, LLC15,017$1.11M0.13%-15313F-HRTimeline
GWN SECURITIES INC.13,109$1.06M0.06%new13F-HRTimeline
Prasad Wealth Partners, LLC13,933$1.03M0.33%+79813F-HRTimeline
Ashton Thomas Private Wealth, LLC13,756$1.01M0.04%-2313F-HRTimeline
Reliant Investment Partners, LLC13,482$992K1.01%-77513F-HRTimeline
MGO ONE SEVEN LLC13,183$970K0.04%+1,24213F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,025$959K0.04%new13F-HRTimeline
Element Wealth, LLC12,622$929K0.5%-18913F-HRTimeline
Cornerstone Wealth Management, LLC12,472$918K0.06%+3,81013F-HRTimeline
Geneos Wealth Management Inc.12,310$906K0.01%+8,18313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,242$901K0.02%+3,33713F-HRTimelineGroup
Clearwater Capital Advisors, LLC12,203$898K0.09%+513F-HRTimeline
RFG Advisory, LLC11,913$877K0.02%+1,42113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,828$871K0.03%+27013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC11,788$868K0.44%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,082$816K<0.01%+75613F-HR/ATimelineGroup
FMR LLCin group FMR LLC10,673$786K<0.01%-11313F-HRTimelineGroup
Madrona Financial Services, LLC10,629$782K0.22%+20113F-HRTimeline
Global Assets Advisory, LLC11,105$777K0.15%+7,10413F-HRTimeline
Elevated Capital Advisors, LLC10,530$775K0.22%-1,37513F-HRTimeline
LaSalle St. Investment Advisors, LLC10,472$770K0.18%-9613F-HRTimeline
Gladstone Institutional Advisory LLC10,008$737K0.03%-13,06413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,959$733K0.25%new13F-HRTimeline
DAVENPORT & Co LLC9,907$729K<0.01%-14913F-HRTimeline
Financial Perspectives, Inc9,685$713K0.24%+3,92413F-HRTimeline
TrueWealth Advisors, LLC9,445$695K0.23%+32513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,284$683K-218Timeline
Crossmark Global Holdings, Inc.9,236$679K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,117$671K0.02%+2,33113F-HRTimelineGroup
Clarus Wealth Advisors9,011$645K0.35%+4,41613F-HRTimeline
SteelPeak Wealth, LLC8,656$637K0.03%+2,75613F-HRTimeline
WEDBUSH SECURITIES INC8,651$637K0.02%-27013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding8,625$635K-518Timeline
Arkadios Wealth Advisors8,467$623K0.02%+3,28713F-HRTimeline
Composition Wealth, LLC8,425$620K0.01%-11213F-HRTimeline
LANARK FINANCIAL, INC.8,384$617K0.05%+8,37613F-HRTimeline
AlphaStar Capital Management, LLC8,194$603K0.06%+1,10813F-HRTimeline
MAI Capital Management8,126$598K<0.01%-913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,106$588K<0.01%-25513F-HRTimelineGroup
ABLE Financial Group, LLC7,737$570K0.16%-31913F-HRTimeline
PINNACLE ASSOCIATES LTD7,574$558K0.01%+3113F-HRTimeline
PKS Advisory Services, LLC7,506$553K0.15%-2013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,350$541K0.07%013F-HRTimeline
Quantum Private Wealth, LLC7,132$525K0.2%013F-HRTimeline
Centerpoint Advisory Group7,060$520K0.51%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,031$518K0.05%+3113F-HRTimeline
PFG Investments, LLC6,948$511K0.03%+413F-HRTimeline
Secure Asset Management, LLC6,808$501K0.1%-2913F-HRTimeline
Modern Wealth Management, LLC6,778$499K0.02%+42013F-HR/ATimeline
FAS Wealth Partners, Inc.6,720$495K0.04%-20013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,700$493K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,645$489K0.05%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC6,640$489K0.4%+513F-HRTimeline
Holistic Financial Partners6,516$480K0.23%+3,81813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,157$478K0.25%new13F-HRTimeline
Florida Trust Wealth Management Co6,430$473K0.02%013F-HRTimeline
EP Wealth Advisors, LLC6,412$472K<0.01%-1,11013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,350$467K0.05%-37513F-HRTimeline
Waterfront Wealth Inc.6,293$463K0.11%+13113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,292$463K0.03%+5613F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC6,103$449K0.22%+92213F-HRTimeline
Dominguez Wealth Management Solutions, …6,076$447K0.33%+1013F-HRTimeline
Nova Wealth Management, Inc.6,063$446K0.39%+84913F-HR/ATimeline
OneDigital Investment Advisors LLC5,973$440K0.01%-2,89913F-HRTimeline
WealthBridge Capital Management, LLC5,937$437K0.12%+713F-HRTimeline
Advisory Services Network, LLC5,854$431K0.01%+1,30413F-HRTimeline