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First Trust NASDAQ Technology Dividend Index Fund

228 hedge funds and large institutions have $902M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $840M → $902M (+$62M)

5% more funds holding

Funds holding: 217228 (+11)

2.69% more ownership

Funds ownership: 46.47%49.16% (+2.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
228
Holders Change
+11
Holders Change %
+5.07%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
30
Increased
89
Reduced
61
Closed
17
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
226
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$1.72K +29 New
LAS
227
Lloyd Advisory Services
Georgia
$2K +$2.43K +41 New
IAIM
228
International Assets Investment Management
Florida
-$6.8M -157,433 Closed
SAM
229
Synergy Asset Management
Washington
-$5.18M -82,396 Closed
DAS
230
Dynamic Advisor Solutions
Arizona
-$2.82M -44,836 Closed
CIBC World Market
231
CIBC World Market
Ontario, Canada
-$1.94M -30,930 Closed
CF
232
Centaurus Financial
California
-$397K -11,166 Closed
KM
233
Kalos Management
Georgia
-$558K -9,268 Closed
NA
234
NewEdge Advisors
Louisiana
-$244K -3,877 Closed
CRI
235
Colonial River Investments
Virginia
-$232K -3,695 Closed
NA
236
Nottingham Advisors
New York
-$215K -3,416 Closed
VWA
237
V Wealth Advisors
Kansas
-$212K -3,371 Closed
BPFA
238
Barnes Pettey Financial Advisors
Mississippi
-$209K -3,318 Closed
EVM
239
Eaton Vance Management
Massachusetts
-$157K -2,500 Closed
CWS
240
Confluence Wealth Services
Pennsylvania
-$42K -680 Closed
SCA
241
Snowden Capital Advisors
New York
-$36K -585 Closed
SFM
242
Signet Financial Management
New Jersey
-$23K -373 Closed
AIM
243
AHL Investment Management
Florida
-$21K -330 Closed
AAP
244
Arax Advisory Partners
Colorado
-$3K -50 Closed
SIS
245
Sound Income Strategies
Florida
+$297 +5 New

TDIV Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2022, worth a combined $902M — up 7.4% from $840M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TDIV positions and 17 closed out — a net gain of 13 holders — while 89 added to existing stakes and 61 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $31.1M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $6.8M sold.

  • 228 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $902M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2022 and 17 closed out, a net change of +13 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2022 was Miracle Mile Advisors, an estimated $31.1M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2022 was International Assets Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2022.