We are live on ! Find out more
TDIV icon

First Trust NASDAQ Technology Dividend Index Fund

226 hedge funds and large institutions have $823M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 91 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 66

2.21% more ownership

Funds ownership: 49.16%51.37% (+2.2%)

1% less funds holding

Funds holding: 228226 (-2)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

9% less capital invested

Capital invested by funds: $902M → $823M (-$79.3M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
226
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
17
Increased
91
Reduced
66
Closed
18
Calls
$582K
Puts
Net Calls
+$582K
Net Calls Change
-$332K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
226
Citadel Advisors
Florida
-$1.02M -17,305 Closed
SWA
227
Stratos Wealth Advisors
Ohio
-$798K -13,534 Closed
TRCT
228
Tower Research Capital (TRC)
New York
-$691K -11,717 Closed
WSTAM
229
Wilbanks Smith & Thomas Asset Management
Virginia
-$551K -10,016 Closed
IFG
230
Independent Financial Group
California
-$370K -6,279 Closed
RJT
231
Raymond James Trust
Florida
-$302K -5,118 Closed
ASN
232
Advisory Services Network
Georgia
-$294K -4,989 Closed
CNB
233
Camden National Bank
Maine
-$243K -4,129 Closed
SB
234
Sunflower Bank
Texas
-$237K -4,014 Closed
EP
235
Eudaimonia Partners
Tennessee
-$232K -3,932 Closed
WWM
236
Western Wealth Management
Colorado
-$226K -3,849 Closed
KIA
237
Kraematon Investment Advisors
Massachusetts
-$214K -3,633 Closed
HWM
238
Horizon Wealth Management
Illinois
-$209K -3,543 Closed
FAG
239
Fortitude Advisory Group
Washington
-$33K -568 Closed
MAM
240
Meeder Asset Management
Ohio
-$6K -107 Closed
HA
241
Herold Advisors
New York
-$2.95K -50 Closed
LAS
242
Lloyd Advisory Services
Georgia
-$2K -41 Closed
S
243
Surevest
California
+$326 +6 New
TCWM
244
Total Clarity Wealth Management
Illinois
+$326 +6 New

TDIV Hedge Fund Activity: Q2 2022 in Review

226 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2022, worth a combined $823M — down 8.8% from $902M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TDIV and 17 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 91 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16M. The largest seller was Barber Financial Group, exiting entirely with an estimated $8.83M sold.

  • 226 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2022, down from 228 in Q1 2022.
  • Funds reported $823M of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 17 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $16M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2022 was Barber Financial Group, an estimated $8.83M sold.

Based on aggregated 13F filings for Q2 2022.