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First Trust NASDAQ Technology Dividend Index Fund

234 hedge funds and large institutions have $789M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

15% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $743M → $789M (+$46.7M)

1% more funds holding

Funds holding: 232234 (+2)

1.04% less ownership

Funds ownership: 51.9%50.86% (-1%)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
31
Increased
92
Reduced
80
Closed
25
Calls
$1.18M
Puts
Net Calls
+$1.18M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
226
Capital Investment Advisory Services
North Carolina
$6.16K
PGAM
227
Princeton Global Asset Management
New Jersey
$6K
WWMSC
228
Wagner Wealth Management (South Carolina)
South Carolina
$5.45K +$5.24K +110 +2,750%
TWM
229
Tradition Wealth Management
Minnesota
$4K -$2.15K -45 -33%
NC
230
NewSquare Capital
Pennsylvania
$1.91K +$1.91K +40 New
BCMLT
231
Beacon Capital Management LLC (Tennessee)
Tennessee
$938 -$429 -9 -31%
SIS
232
Sound Income Strategies
Florida
$245 -$810 -17 -77%
GFPC
233
Global Financial Private Client
Florida
$96 +$95 +2 New
NA
234
NewEdge Advisors
Louisiana
$81 +$80.3K +1,685 New
KCM
235
Karp Capital Management
California
-$5.55M -126,972 Closed
FTUS
236
Flow Traders U.S.
New York
-$1.21M -27,582 Closed
Jane Street
237
Jane Street
New York
-$1.02M -23,281 Closed
ACG
238
Allen Capital Group
Nebraska
-$764K -17,485 Closed
OFS
239
OneAscent Financial Services
Alabama
-$736K -16,838 Closed
SOS
240
Silver Oak Securities
Tennessee
-$685K -12,218 Closed
SMF
241
Sterling Manor Financial
New York
-$264K -6,044 Closed
VWA
242
V Wealth Advisors
Kansas
-$244K -5,580 Closed
IWC
243
Integrated Wealth Concepts
Massachusetts
-$229K -5,240 Closed
Marshall Wace
244
Marshall Wace
United Kingdom
-$227K -5,200 Closed
Renaissance Technologies
245
Renaissance Technologies
New York
-$219K -5,000 Closed
CF
246
Centaurus Financial
California
-$103K -2,358 Closed
IAMOG
247
Investors Asset Management of Georgia
Georgia
-$70K -1,600 Closed
PO
248
Private Ocean
California
-$46K -1,075 Closed
GWSG
249
GPS Wealth Strategies Group
Colorado
-$43K -988 Closed
EIP
250
Ellis Investment Partners
Pennsylvania
-$35K -801 Closed

TDIV Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2022, worth a combined $789M — up 6.3% from $743M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TDIV positions and 25 closed out — a net gain of 6 holders — while 92 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.8M. The largest seller was Miracle Mile Advisors, cutting an estimated $34.4M.

  • 234 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2022, up from 232 in Q3 2022.
  • Funds reported $789M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2022 and 25 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2022 was Goldman Sachs, an estimated $11.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2022 was Miracle Mile Advisors, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2022.