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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
226
Compass Financial Services
Iowa
$343K +$350K +4,374 New
UAG
227
United Advisor Group
Ohio
$343K +$34.4K +430 +11%
MA
228
Mutual Advisors
Nebraska
$342K +$25.9K +323 +8%
ACA
229
Aptus Capital Advisors
Alabama
$341K +$7.61K +95 +2%
OL
230
Owen LaRue
Kentucky
$338K +$15.9K +198 +5%
GM
231
GeoWealth Management
Illinois
$338K -$733K -9,149 -68%
DWP
232
Daymark Wealth Partners
Ohio
$338K
Neuberger Berman Group
233
Neuberger Berman Group
New York
$335K +$342K +4,267 New
BIA
234
Barry Investment Advisors
Massachusetts
$328K +$801 +10 +0.2%
PS
235
Principal Securities
Iowa
$325K +$67.8K +846 +26%
GWM
236
Geneos Wealth Management
Colorado
$324K +$56.7K +708 +21%
AA
237
Armis Advisers
Georgia
$322K +$329K +4,102 New
TWM
238
Trueblood Wealth Management
Ohio
$319K
PWS
239
Proactive Wealth Strategies
Georgia
$317K +$13K +162 +4%
GAA
240
Global Assets Advisory
Florida
$314K +$11.7K +146 +4%
WWA
241
Wealth Watch Advisors
Colorado
$313K +$319K +3,985 New
KIA
242
Kraematon Investment Advisors
Massachusetts
$313K +$7.45K +93 +2%
SI
243
Stephens Inc
Arkansas
$306K +$95.4K +1,191 +44%
AAS
244
Ameritas Advisory Services
Nebraska
$303K -$45.6K -569 -13%
D.E. Shaw & Co
245
D.E. Shaw & Co
New York
$295K +$301K +3,761 New
CFCI
246
Comprehensive Financial Consultants Institutional
Indiana
$295K -$34.2K -427 -10%
EFG
247
Ethos Financial Group
Pennsylvania
$284K -$8.78M -109,534 -97%
MTWM
248
Masso Torrence Wealth Management
New Jersey
$279K -$11.1K -138 -4%
KCFA
249
Key Client Fiduciary Advisors
New Jersey
$277K +$8.33K +104 +3%
CCFM
250
Clear Creek Financial Management
Washington
$271K -$4.33K -54 -2%

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.