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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
LPL Financial LLC2,602,998$235M0.08%+236,38513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,948,052$176M0.01%-27,60413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,386,401$125M0.04%+202,28113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,375,096$124M0.01%-17,29013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,374,875$124M0.03%-286,38213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,103,545$99.5M0.02%+14,46713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding922,420$83.2M+206,683Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA550,723$49.7M0.01%+64,08613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC449,859$40.6M0.01%+15,13913F-HRTimelineGroup
Cetera Investment Advisers429,579$38.7M0.07%+4,36213F-HRTimeline
&PARTNERS419,288$37.8M0.29%+366,27513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC395,337$35.6M0.05%-8,65113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.360,819$32.4M0.06%+15,77513F-HR/ATimelineGroup
Aprio Wealth Management, LLC353,820$31.9M3.6%+70,05613F-HRTimeline
PARK NATIONAL CORP /OH/294,781$26.6M0.88%-11,79413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…284,311$25.6M0.04%+233,33313F-HRTimelineGroup
Creative Planningin group Creative Planning278,181$25.1M0.02%-1,72413F-HRTimelineGroup
Flaharty Asset Management, LLC274,997$24.8M3.39%+10,40813F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP263,838$23.8M0.02%+6,72313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding258,961$23.4M-159,826Timeline
Cambridge Investment Research Advisors,…210,875$19M0.06%+6,48913F-HRTimeline
D.A. DAVIDSON & CO.209,710$18.9M0.13%+1,30213F-HRTimeline
NewEdge Advisors, LLC177,275$16M0.08%-6,75013F-HRTimeline
Janney Montgomery Scott LLC161,028$14.5M0.04%+4,03313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC159,187$14.4M0.03%+10,72313F-HRTimelineGroup
New England Private Wealth Advisors LLC142,788$13.1M1.92%-12,59113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.139,404$12.6M0.1%+3,18713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co138,044$12.4M0.73%-1,07913F-HRTimeline
Cherry Creek Investment Advisors, Inc.135,883$12.3M5.74%-9,90813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC132,965$12M0.15%+9,26213F-HRTimelineGroup
Crumly & Associates Inc.122,842$11.1M2.7%+11,69513F-HRTimeline
Orion Porfolio Solutions, LLC112,294$10.1M0.09%-13,34713F-HR/ATimeline
Private Wealth Group, LLC111,415$10M5.34%+13,62213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC107,226$9.67M4.3%+6013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.100,897$9.1M0.12%-5,28613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,000$9.02M0.01%+50,00013F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC81,511$7.35M4.18%+1,05113F-HRTimeline
Ethos Financial Group, LLC81,312$7.33M0.63%+77,69313F-HRTimeline
Steward Partners Investment Advisory, L…75,310$6.79M0.05%+16313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.72,564$6.54M0.04%+5,64213F-HRTimeline
MML INVESTORS SERVICES, LLC72,336$6.52M0.02%+6,63613F-HRTimeline
Sigma Planning Corp70,377$6.35M0.19%-43,91913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP67,973$6.13M0.01%-4713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\65,082$5.87M0.01%+19,06713F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC60,663$5.47M0.5%+1,20913F-HRTimeline
Wealth Management Associates, Inc.57,111$5.15M2%-3,87613F-HRTimeline
Snowden Capital Advisors LLC54,400$4.91M0.14%+1,22813F-HRTimeline
HARBOUR INVESTMENTS, INC.54,249$4.89M0.12%-9,04913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.54,226$4.89M0.24%-1,89213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,839$4.76M<0.01%-7,09513F-HRTimelineGroup
Hobart Private Capital, LLC52,637$4.75M1.08%+8,90813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,498$4.73M0.01%+11,83413F-HR/ATimelineGroup
BlueChip Wealth Advisors LLC49,416$4.46M1.98%+1,14413F-HRTimeline
Great Diamond Partners, LLC48,688$4.39M0.93%-2,22513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,640$4.3M0.04%new13F-HRTimelineGroup
Harvest Investment Services, LLC46,735$4.21M0.94%-36913F-HRTimeline
Prospera Financial Services Inc46,499$4.19M0.08%+1213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC46,371$4.18M2.59%-96313F-HRTimeline
CWM, LLCin group CWM, LLC46,101$4.16M0.01%+55213F-HRTimelineGroup
Financial Advocates Investment Manageme…45,951$4.14M0.34%+3,08513F-HRTimeline
Gateway Wealth Partners, LLC45,409$4.09M0.78%-2,48413F-HRTimeline
World Investment Advisors44,751$4.04M0.09%+3,89513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,904$3.96M0.01%+4,86713F-HRTimeline
Atria Investments, Inc43,027$3.88M0.05%-1,18013F-HRTimeline
Ranch Capital Advisors Inc.41,595$3.75M1.63%+2,37013F-HRTimeline
IFP Advisors, Inc41,593$3.75M0.11%-2,45813F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC40,878$3.69M2.48%-31913F-HRTimeline
Tyler-Stone Wealth Management40,793$3.68M0.59%-2,47413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC40,324$3.64M1.67%-7,44913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,017$3.61M<0.01%-1,80213F-HRTimelineGroup
Chicago Partners Investment Group LLC39,131$3.58M0.1%-99813F-HRTimeline
Capital Advisors, Ltd. LLC39,634$3.57M0.44%-33513F-HRTimeline
AE Wealth Management LLC39,458$3.56M0.03%-13,28413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,160$3.53M0.01%+7213F-HRTimelineGroup
Main Street Financial Solutions, LLC37,658$3.4M0.25%-59013F-HRTimeline
Wealthfront Advisers LLC37,509$3.38M0.01%-1,52313F-HRTimeline
J.W. COLE ADVISORS, INC.37,354$3.37M0.07%+14,29713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED35,708$3.22M0.27%-31213F-HRTimeline
Sagace Wealth Management LLC35,438$3.2M2.39%+17,52213F-HRTimeline
Morey & Quinn Wealth Partners, LLC34,640$3.12M2.5%+87613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,537$2.98M<0.01%+9,37013F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…32,195$2.9M1.24%+73813F-HRTimelineGroup
Ballew Advisors, Inc31,303$2.89M1.72%-5813F-HRTimeline
Mariner, LLCin group Mariner, LLC31,647$2.85M<0.01%-47313F-HRTimelineGroup
Private Advisor Group, LLC30,993$2.79M0.02%+1,33713F-HRTimeline
Ayalon Insurance Comp Ltd.30,589$2.76M0.8%013F-HRTimeline
Eagle Strategies LLC29,719$2.68M0.41%new13F-HRTimeline
Midwest Financial Network, LLC29,659$2.67M2.65%-1,42713F-HRTimeline
Kaydan Wealth Management, Inc.29,450$2.66M0.87%-32413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …28,278$2.55M0.18%-59213F-HRTimelineGroup
Regal Investment Advisors LLC27,746$2.5M0.19%-39413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC27,046$2.44M0.28%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC27,296$2.43M0.29%-13,21413F-HR/ATimeline
Pinnacle Family Advisors, LLC25,856$2.33M1.13%+1,71913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.25,750$2.32M0.83%-2,07813F-HRTimeline
WORLD EQUITY GROUP, INC.25,296$2.28M0.62%+1,69313F-HRTimeline
WealthPlan Investment Management, LLC24,846$2.24M0.16%+63713F-HRTimeline
Summit X, LLC24,442$2.2M0.41%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,003$2.16M0.03%+25213F-HRTimelineGroup
Biondo Investment Advisors, LLC23,514$2.12M0.28%+54613F-HRTimeline
Sanctuary Advisors, LLC22,796$2.06M0.01%-16213F-HRTimeline
Kingsview Wealth Management, LLC22,272$2.01M0.03%-33113F-HRTimeline
Global Retirement Partners, LLC21,807$1.97M0.05%13F-HRTimeline
Randall & Associates Wealth Management21,213$1.91M1.47%-3,40813F-HRTimeline
HighTower Advisors, LLC20,747$1.87M<0.01%+5213F-HRTimeline
MTM Investment Management, LLC20,602$1.86M0.62%+89313F-HRTimeline
DHJJ Financial Advisors, Ltd.20,375$1.84M0.66%-33213F-HRTimeline
NewEdge Wealth, LLC20,127$1.82M0.03%-2,08313F-HRTimeline
CIBC WORLD MARKET INC.20,082$1.81M<0.01%+3,35613F-HRTimeline
CoreCap Advisors, LLC19,883$1.79M0.07%+23713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …19,655$1.77M0.02%+3,42713F-HR/ATimelineGroup
TFG Advisers LLC19,270$1.74M0.6%+28613F-HRTimeline
Apeiron RIA LLC19,259$1.74M0.45%-2,98813F-HRTimeline
Huntleigh Advisors, Inc.19,129$1.72M0.33%+3,94913F-HRTimeline
COMERICA BANK18,961$1.71M0.01%-47913F-HRTimeline
Wedmont Private Capital18,344$1.69M0.07%+113F-HRTimeline
LeClair Wealth Partners LLC18,132$1.63M1.11%-33113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,070$1.63M<0.01%-2,91313F-HRTimeline
Koshinski Asset Management, Inc.17,868$1.61M0.12%-47513F-HRTimeline
Blackhawk Capital Partners, LLC17,844$1.61M0.74%-1,31813F-HRTimeline
Integrated Wealth Concepts LLC17,775$1.6M0.02%-3,28613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,194$1.55M0.03%-67313F-HRTimelineGroup
Retirement Planning Co of New England, …15,447$1.39M0.62%+5213F-HRTimeline
Sequent Planning LLC15,440$1.39M0.44%-16713F-HRTimeline
Golden State Wealth Management, LLC15,344$1.38M0.17%-37213F-HRTimeline
Holistic Financial Partners15,159$1.37M0.6%+8,64313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,006$1.35M0.11%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,998$1.35M<0.01%-48413F-HRTimelineGroup
AlphaStar Capital Management, LLC14,600$1.32M0.09%+6,40613F-HRTimeline
Prasad Wealth Partners, LLC14,034$1.27M0.37%+10113F-HRTimeline
Allen Capital Group, LLC13,752$1.24M0.13%-1,26513F-HRTimeline
Ashton Thomas Private Wealth, LLC13,736$1.24M0.04%-2013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding13,562$1.22M+2,480Timeline
WEDBUSH SECURITIES INC13,533$1.22M0.04%+4,88213F-HRTimeline
Cornerstone Wealth Management, LLC13,288$1.2M0.07%+81613F-HRTimeline
MGO ONE SEVEN LLC13,259$1.2M0.04%+7613F-HRTimeline
Reliant Investment Partners, LLC13,217$1.19M1.04%-26513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,185$1.19M0.03%+1,35713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC12,906$1.16M0.36%+2,94713F-HRTimeline
Redhawk Wealth Advisors, Inc.12,827$1.16M0.15%-3,26613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,518$1.13M0.03%+3,40113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,361$1.11M0.02%+11913F-HRTimelineGroup
Element Wealth, LLC12,315$1.11M0.51%-30713F-HRTimeline
Clearwater Capital Advisors, LLC12,213$1.1M0.1%+1013F-HRTimeline
FMR LLCin group FMR LLC11,874$1.07M<0.01%+1,20113F-HRTimelineGroup
LANARK FINANCIAL, INC.11,806$1.06M0.09%+3,42213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC11,784$1.06M0.48%-413F-HRTimelineGroup
Prostatis Group LLC11,761$1.06M0.3%-9,53613F-HRTimeline
Atria Wealth Solutions, Inc.11,462$1.05M0.02%-65,97813F-HRTimeline
PFG Advisors11,543$1.04M0.05%-5,51413F-HRTimeline
Madrona Financial Services, LLC11,267$1.02M0.24%+63813F-HRTimeline
LaSalle St. Investment Advisors, LLC11,161$1.01M0.28%+68913F-HRTimeline
RFG Advisory, LLC10,981$990K0.02%-93213F-HRTimeline
Financial Perspectives, Inc10,368$935K0.28%+68313F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,368$935K0.05%-2,65713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,000$902K<0.01%+3,30013F-HRTimeline
Gladstone Institutional Advisory LLC9,911$894K0.04%-9713F-HRTimeline
DAVENPORT & Co LLC9,795$883K<0.01%-11213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,619$867K0.02%+99413F-HRTimelineGroup
TrueWealth Advisors, LLC9,379$846K0.25%-6613F-HRTimeline
SteelPeak Wealth, LLC9,212$831K0.03%+55613F-HRTimeline
Qube Research & Technologies Ltd9,014$813K<0.01%+8,73313F-HRTimeline
Elevated Capital Advisors, LLC10,530$775K0.22%013F-HRTimeline
Arkadios Wealth Advisors8,542$770K0.02%+7513F-HRTimeline
Composition Wealth, LLC8,425$760K0.01%013F-HRTimeline
Richmond Investment Services, LLC8,243$743K0.16%+2,96513F-HRTimeline
Clarus Wealth Advisors8,010$737K0.34%-1,00113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,092$730K-1,192Timeline
MAI Capital Management8,068$728K0.01%-5813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,106$717K<0.01%013F-HRTimelineGroup
Traction Financial Partners, LLC7,747$699K0.47%new13F-HRTimeline
Crossmark Global Holdings, Inc.7,648$690K0.01%-1,58813F-HRTimeline
PKS Advisory Services, LLC7,407$668K0.17%-9913F-HRTimeline
PINNACLE ASSOCIATES LTD7,375$665K0.01%-19913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,376$665K<0.01%new13F-HR/ATimelineGroup
ATLAS CAPITAL ADVISORS INC.7,350$663K0.08%013F-HRTimeline
Geneos Wealth Management Inc.7,136$643K0.02%-5,17413F-HRTimeline
Quantum Private Wealth, LLC7,132$643K0.21%013F-HRTimeline
Centerpoint Advisory Group7,060$637K0.55%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,000$631K0.05%-3113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,900$622K0.04%+60813F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC6,886$621K0.02%+2,58013F-HRTimeline
National Wealth Management Group, LLC6,851$618K0.35%-10,08813F-HRTimeline
GENTRY PRIVATE WEALTH, LLC6,839$617K0.47%+19913F-HRTimeline
Nova Wealth Management, Inc.6,821$615K0.45%+75813F-HRTimeline
Modern Wealth Management, LLC6,814$614K0.02%+3613F-HR/ATimeline
COMPASS CAPITAL CORP /MA/ /ADV6,665$608K0.29%-49213F-HRTimeline
FAS Wealth Partners, Inc.6,720$606K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,645$599K0.05%013F-HRTimeline
Advisory Services Network, LLC6,480$586K0.01%+62613F-HRTimeline
Florida Trust Wealth Management Co6,430$580K0.02%013F-HRTimeline
Western Wealth Management, LLC6,422$579K0.03%+1,49313F-HRTimeline
Waterfront Wealth Inc.6,332$571K0.13%+3913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.6,307$569K0.27%+2,67213F-HRTimeline
OneDigital Investment Advisors LLC6,189$558K0.01%+21613F-HRTimeline
Wealth Watch Advisors, INC6,156$555K0.32%+73013F-HRTimeline
Dominguez Wealth Management Solutions, …6,086$549K0.38%+1013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,049$545K0.21%-5413F-HRTimeline
ABLE Financial Group, LLC5,887$531K0.13%-1,85013F-HRTimeline
CENTRAL TRUST Co5,700$514K0.01%013F-HRTimeline