Skip to content
Disclosery

TDIV FIRST TR EXCHANGE TRADED FD

Follow

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
LPL Financial LLC2,800,348$262M0.07%-34,55813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,826,935$171M0.01%-38,04813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,485,495$139M0.01%+104,85313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,398,594$131M0.04%+77,71513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,372,458$129M0.03%-191,43313F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding1,067,456$100M-26,328Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding792,021$74.2M-93,646Timeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV687,584$64.4M4.96%-372,06513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC553,555$51.8M0.01%+26,15513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA541,365$50.7M0.01%-68,32013F-HRTimelineGroup
Cetera Investment Advisers489,789$45.9M0.05%-1,45613F-HRTimeline
NewEdge Advisors, LLC397,640$37.2M0.13%+97,14813F-HR/ATimeline
Aprio Wealth Management, LLC388,906$36.4M1.99%+12,29613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC383,856$36M0.05%+1,95513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.352,985$33.1M0.05%-45,63113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP297,840$27.9M0.03%-14,16113F-HRTimelineGroup
Kirkwood Financial Services286,416$26.8M9.18%+7,38013F-HRTimeline
Creative Planningin group Creative Planning269,946$25.3M0.02%+84613F-HRTimelineGroup
Flaharty Asset Management, LLC263,542$24.7M3.06%-1,24313F-HRTimeline
PARK NATIONAL CORP /OH/260,389$24.4M0.74%-63413F-HRTimeline
&PARTNERS249,735$23.4M0.12%-166,13113F-HRTimeline
Cambridge Investment Research Advisors,…247,180$23.2M0.06%-16,06313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding196,724$18.4M+101,895Timeline
IFP Advisors, Inc189,828$17.8M0.37%+11,10613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC184,218$17.3M0.04%+15,12913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC181,348$17M0.17%+16,58313F-HRTimelineGroup
Janney Montgomery Scott LLC164,839$15.4M0.04%-6,27013F-HRTimeline
D.A. DAVIDSON & CO.158,306$14.8M0.09%-46,94413F-HRTimeline
New England Private Wealth Advisors LLC143,161$13.4M1.55%+41613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.136,470$13.2M0.09%-17,16813F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.138,106$12.9M5.62%+37713F-HRTimeline
Pine Valley Investments Ltd Liability Co130,979$12.3M0.6%-12,94313F-HRTimeline
Gateway Wealth Partners, LLC113,434$10.6M0.41%+62,76513F-HRTimeline
Crumly & Associates Inc.104,426$9.78M2.05%-35,04613F-HRTimeline
Private Wealth Group, LLC98,281$9.2M4.29%+3,99913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,496$9.13M0.01%+3,12313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.97,193$9.1M0.1%-2,39813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP88,659$8.14M<0.01%+36,66413F-HRTimelineGroup
Orion Porfolio Solutions, LLC85,895$8.04M0.07%+1,66513F-HRTimeline
Steward Partners Investment Advisory, L…80,243$7.52M0.04%+4,62413F-HRTimeline
Summit Financial, LLC72,986$6.84M0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.71,644$6.71M0.1%+20,43113F-HRTimeline
PURSUE WEALTH PARTNERS LLC67,137$6.29M3.76%+3,11513F-HRTimeline
Capital Advisors, Ltd. LLC65,912$6.17M0.7%+20,25913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,224$6.11M0.01%-49613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\65,134$6.1M0.01%-5,50813F-HRTimelineGroup
Hobart Private Capital, LLC61,714$5.78M1.14%+5,00513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC61,486$5.76M0.5%+27013F-HRTimeline
Sigma Planning Corp58,824$5.51M0.15%+37913F-HRTimeline
Snowden Capital Advisors LLC58,117$5.44M0.14%+6,45913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp57,109$5.35M<0.01%+3,20813F-HRTimelineGroup
Wealth Management Associates, Inc.56,670$5.31M1.83%+1,24613F-HRTimeline
MML INVESTORS SERVICES, LLC55,501$5.2M0.01%-26,04013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.53,455$5.01M0.27%-11,48413F-HRTimelineGroup
Catalyst Investment Management LLC46,964$4.91M5.44%-10,73913F-HRTimeline
Prospera Financial Services Inc52,149$4.88M0.08%+1,52313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,794$4.85M0.01%+33,07213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.68M<0.01%-10013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,526$4.54M<0.01%+16,73813F-HRTimelineGroup
Concorde Asset Management, LLC48,395$4.53M2.22%-7,43713F-HRTimeline
BlueChip Wealth Advisors LLC47,913$4.49M1.97%-40913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC46,646$4.37M0.03%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,805$4.34M<0.01%+4,98713F-HR/ATimelineGroup
DEFINED WEALTH MANAGEMENT, LLC46,045$4.31M2.53%+10513F-HRTimeline
J.W. COLE ADVISORS, INC.45,351$4.25M0.14%+20,23013F-HRTimeline
Great Diamond Partners, LLC44,994$4.21M0.81%-85013F-HRTimeline
CWM, LLCin group CWM, LLC44,952$4.21M0.01%-23513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…44,327$4.15M0.01%+22,42513F-HRTimelineGroup
World Investment Advisors44,108$4.13M0.07%+1,27213F-HRTimeline
Independent Advisor Alliance43,605$4.08M0.04%new13F-HRTimeline
Ranch Capital Advisors Inc.43,307$4.06M1.48%+39113F-HRTimeline
Atria Investments, Inc41,398$3.88M0.04%+1,08213F-HRTimeline
Main Street Financial Solutions, LLC40,504$3.79M0.28%+2,01613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC40,409$3.78M0.01%-1,71413F-HRTimelineGroup
Harvest Investment Services, LLC40,382$3.78M0.69%+54613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC39,072$3.66M1.28%+97513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC38,879$3.64M2.57%-1,11013F-HRTimeline
Chicago Partners Investment Group LLC34,071$3.64M0.08%-2,07113F-HRTimeline
Morey & Quinn Wealth Partners, LLC38,795$3.63M2.58%+98413F-HRTimeline
N.E.W. Advisory Services LLC37,038$3.47M0.26%+31,62313F-HRTimeline
Private Advisor Group, LLC36,311$3.4M0.02%+55513F-HRTimeline
HighPoint Advisor Group LLC36,086$3.38M0.14%+18,36613F-HRTimeline
Wealthfront Advisers LLC35,424$3.32M0.01%-4,13113F-HRTimeline
AE Wealth Management LLC34,244$3.21M0.02%-1,02313F-HRTimeline
Sagace Wealth Management LLC34,052$3.19M2.16%+4,73313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…32,286$3.02M1.12%-3,33313F-HRTimelineGroup
WealthPlan Investment Management, LLC31,839$2.98M0.17%+9,20413F-HRTimeline
Ayalon Insurance Comp Ltd.31,674$2.97M0.61%+1,08513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,358$2.94M<0.01%+24,27313F-HRTimelineGroup
Midwest Financial Network, LLC31,164$2.92M2.32%-4,66113F-HRTimeline
Mariner, LLCin group Mariner, LLC30,674$2.87M<0.01%-2,00213F-HRTimelineGroup
Ballew Advisors, Inc29,144$2.82M1.59%-68613F-HRTimeline
Kaydan Wealth Management, Inc.29,973$2.81M0.94%-10913F-HRTimeline
Paller Financial Services Inc29,914$2.8M2.32%-1,28813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED29,246$2.74M0.2%-10,22313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,974$2.71M<0.01%-2,01113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,670$2.71M0.01%-10,75613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,779$2.6M0.14%+3,87013F-HRTimelineGroup
Regal Investment Advisors LLC27,771$2.6M0.15%-6713F-HRTimeline
Jackson Wealth Management, LLC26,645$2.5M0.26%-97113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,146$2.45M0.03%+9,04613F-HRTimelineGroup
Pacific Excel Wealth Advisors, Inc.25,825$2.42M2.54%+11,24413F-HRTimeline
Sanctuary Advisors, LLC25,608$2.4M0.01%+1,81713F-HRTimeline
Biondo Investment Advisors, LLC25,575$2.4M0.31%+1,20813F-HRTimeline
NOVEM GROUP25,548$2.39M0.28%+13,92613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding24,255$2.27M+1,342Timeline
Kingsview Wealth Management, LLC24,192$2.27M0.03%+1,59413F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding24,100$2.26M+12,065Timeline
Connecticut Wealth Management, LLC23,952$2.24M0.09%013F-HRTimeline
Pinnacle Family Advisors, LLC23,241$2.18M1.02%+25513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding23,029$2.16M+15,158Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.22,441$2.1M0.66%-1,04113F-HRTimeline
WEDBUSH SECURITIES INC21,989$2.06M0.06%+2,64513F-HRTimeline
MTM Investment Management, LLC21,393$2M0.63%+87013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,222$1.99M0.02%+213F-HRTimelineGroup
HighTower Advisors, LLC21,070$1.97M<0.01%+22213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC21,004$1.97M0.94%+1,91713F-HRTimeline
NewEdge Wealth, LLC19,747$1.85M0.02%+1413F-HRTimeline
DHJJ Financial Advisors, Ltd.19,272$1.81M0.6%-36513F-HRTimeline
Wedmont Private Capital18,345$1.78M0.06%+113F-HRTimeline
Huntleigh Advisors, Inc.18,713$1.75M0.3%+27813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,323$1.72M0.04%-2,12513F-HR/ATimeline
Randall & Associates Wealth Management18,317$1.72M1.16%+1,25513F-HRTimeline
RFG Advisory, LLC17,760$1.66M0.03%+10,23413F-HRTimeline
Apeiron RIA LLC17,145$1.61M0.37%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,349$1.53M0.07%+65013F-HRTimeline
Sequent Planning LLC16,283$1.53M0.37%+92413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,241$1.52M0.03%+1,12813F-HRTimelineGroup
Cornerstone Wealth Management, LLC16,089$1.51M0.08%+86413F-HRTimeline
HBW ADVISORY SERVICES LLC15,907$1.49M0.16%+58813F-HRTimeline
Retirement Planning Co of New England, …15,664$1.47M0.6%+15813F-HRTimeline
Blackhawk Capital Partners, LLC15,599$1.46M0.54%+86813F-HRTimeline
Holistic Financial Partners15,475$1.45M0.54%+51513F-HRTimeline
Koshinski Asset Management, Inc.15,361$1.44M0.09%-7913F-HRTimeline
FMR LLCin group FMR LLC15,098$1.41M<0.01%+2,51913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC15,012$1.41M0.03%+8113F-HRTimeline
AlphaStar Capital Management, LLC14,734$1.37M0.1%-5213F-HRTimeline
Financial Planning Hawaii, Inc.14,033$1.31M0.78%+1113F-HRTimeline
Golden State Wealth Management, LLC14,014$1.31M0.14%-81413F-HRTimeline
MGO ONE SEVEN LLC13,862$1.3M0.03%+68113F-HRTimeline
Prasad Wealth Partners, LLC13,687$1.28M0.35%-9113F-HRTimeline
Allen Capital Group, LLC12,894$1.21M0.11%-24213F-HRTimeline
Reliant Investment Partners, LLC12,378$1.16M0.96%-45013F-HRTimeline
Plus Group Wealth Advisors LLC12,332$1.16M1.27%-2113F-HRTimeline
Integrated Wealth Concepts LLC12,152$1.14M0.01%-7,97413F-HRTimeline
Elevation Capital Advisory, LLC12,064$1.13M0.48%+4,88613F-HRTimeline
KINTRA WEALTH, LLC11,925$1.12M0.08%-70713F-HRTimeline
Farther Finance Advisors, LLC11,538$1.08M0.01%+8,48213F-HRTimeline
Clearwater Capital Advisors, LLC11,044$1.03M0.08%-5413F-HRTimeline
LaSalle St. Investment Advisors, LLC10,973$1.03M0.14%-10613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …10,633$996K0.01%-83913F-HRTimelineGroup
Arkadios Wealth Advisors10,463$980K0.02%+72313F-HRTimeline
Clarus Wealth Advisors10,235$971K0.41%+1,10613F-HRTimeline
Spartan Wealth Advisory Services LLC10,328$967K0.08%13F-HRTimeline
Element Wealth, LLC10,271$962K0.4%013F-HRTimeline
Financial Perspectives, Inc9,836$921K0.26%+513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,815$919K0.03%-1,84013F-HRTimeline
CoreCap Advisors, LLC9,747$913K0.03%-51913F-HRTimeline
TrueWealth Advisors, LLC9,690$908K0.23%+5013F-HRTimeline
PINNACLE ASSOCIATES LTD9,533$893K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,158$858K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,123$854K0.02%-2,85713F-HRTimelineGroup
Elevated Capital Advisors, LLC9,070$850K0.21%-19513F-HRTimeline
Geneos Wealth Management Inc.8,659$811K0.02%+21113F-HRTimeline
Gladstone Institutional Advisory LLC8,603$806K0.03%-70313F-HRTimeline
CIBC WORLD MARKET INC.8,488$795K<0.01%-2,93513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,397$786K0.01%-20913F-HRTimelineGroup
Richmond Investment Services, LLC8,352$782K0.13%+3213F-HRTimeline
Composition Wealth, LLC8,350$782K0.01%013F-HRTimeline
Asset Allocation Strategies LLC8,263$774K0.14%+66313F-HRTimeline
LANARK FINANCIAL, INC.8,012$750K0.06%-6113F-HRTimeline
Mid-American Wealth Advisory Group, Inc.7,723$748K0.32%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,913$741K<0.01%-5113F-HRTimelineGroup
MAI Capital Management7,898$740K<0.01%+6613F-HRTimeline
Western Wealth Management, LLC7,777$728K0.03%-10513F-HR/ATimeline
Wealth Watch Advisors, INC7,676$719K0.3%-1,52013F-HRTimeline
DAVENPORT & Co LLC7,675$719K<0.01%-1,92013F-HRTimeline
Nova Wealth Management, Inc.7,345$688K0.45%-4213F-HRTimeline
Centerpoint Advisory Group7,060$661K0.5%013F-HRTimeline
Proactive Wealth Strategies LLC7,004$656K0.12%+3,51313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,878$644K0.02%+2,77013F-HRTimelineGroup
Elmwood Wealth Management, Inc.6,809$638K0.18%013F-HRTimeline
Briggs Wealth Management, Inc6,797$637K0.68%+1013F-HRTimeline
Endowment Wealth Management, Inc.6,723$630K0.28%+92913F-HRTimeline
PKS Advisory Services, LLC6,669$625K0.15%-9913F-HRTimeline
Redhawk Wealth Advisors, Inc.6,525$611K0.07%-46213F-HRTimeline
Florida Trust Wealth Management Co6,430$602K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC6,262$586K0.01%+21213F-HRTimeline
Waterfront Wealth Inc.6,245$585K0.11%013F-HRTimeline
Dominguez Wealth Management Solutions, …6,117$573K0.35%+1013F-HRTimeline
Madrona Financial Services, LLC6,075$569K0.12%-4,78113F-HRTimeline
Mutual Advisors, LLC5,998$562K0.01%+60213F-HRTimeline
BEARING POINT CAPITAL, LLC5,890$552K0.09%-513F-HRTimeline
United Advisor Group, LLC5,868$550K0.07%+66213F-HRTimeline
Advisory Services Network, LLC5,694$533K0.01%-2,64513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,673$531K0.16%-27913F-HRTimeline
FAS Wealth Partners, Inc.5,663$530K0.03%-26013F-HRTimeline
PFG Investments, LLC5,654$530K0.02%-54413F-HRTimeline
Parallel Advisors, LLC5,632$527K0.01%+5,53213F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC5,510$516K0.04%-87313F-HRTimeline