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First Trust NASDAQ Technology Dividend Index Fund

326 hedge funds and large institutions have $1.64B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $1.5B → $1.64B (+$138M)

7% more funds holding

Funds holding: 306326 (+20)

0.15% more ownership

Funds ownership: 56.95%57.1% (+0.15%)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
326
Holders Change
+20
Holders Change %
+6.54%
% of All Funds
4.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
46
Increased
105
Reduced
116
Closed
23
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
226
Clear Creek Financial Management
Washington
$282K +$77 +1 +0%
TAM
227
Tucker Asset Management
Colorado
$282K -$121K -1,578 -31%
KCFA
228
Key Client Fiduciary Advisors
New Jersey
$276K +$536 +7 +0.2%
FFS
229
Founders Financial Securities
Maryland
$275K -$21.9K -286 -8%
GWM
230
Geneos Wealth Management
Colorado
$275K -$13.6K -178 -5%
KA
231
Kovack Advisors
Florida
$271K +$258K +3,372 New
BBPWM
232
Blue Bell Private Wealth Management
Pennsylvania
$267K
AC
233
Avestar Capital
New York
$265K +$253K +3,300 New
PS
234
Principal Securities
Iowa
$265K +$87.9K +1,147 +53%
AEPWM
235
Atlantic Edge Private Wealth Management
Florida
$259K
AFG
236
Atomi Financial Group
New York
$258K +$247K +3,218 New
TTWM
237
TCV Trust & Wealth Management
Virginia
$256K +$244K +3,189 New
SMC
238
Smith, Moore & Co
Missouri
$254K +$4.98K +65 +2%
KFI
239
Key Financial Inc
Pennsylvania
$252K
SFWA
240
Summit Financial Wealth Advisors
Louisiana
$245K +$234K +3,050 New
ATC
241
Argent Trust Co
Tennessee
$244K
CTC
242
Central Trust Company
Missouri
$241K
FCBT
243
First Citizens Bank & Trust
North Carolina
$241K
DWP
244
Destiny Wealth Partners
Florida
$238K -$17.9K -234 -7%
PCG
245
Prosperity Consulting Group
Maryland
$236K +$225K +2,943 New
WWM
246
Western Wealth Management
Colorado
$233K -$29.8K -389 -12%
SHA
247
Seneca House Advisors
Virginia
$232K -$10.8K -141 -5%
HR
248
Howe & Rusling
New York
$231K +$220K +2,871 New
PTP
249
Platform Technology Partners
New York
$230K -$22.8K -297 -9%
TF
250
Trek Financial
Arizona
$230K

TDIV Hedge Fund Activity: Q3 2024 in Review

326 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2024, worth a combined $1.64B — up 9.2% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TDIV positions and 23 closed out — a net gain of 23 holders — while 105 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.42M.

  • 326 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $1.64B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2024 and 23 closed out, a net change of +23 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2024 was Morgan Stanley, an estimated $13.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2024.