TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

264 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+12
Holders Change %
+4.76%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
33
Increased
100
Reduced
90
Closed
18
Calls
$1.96M
Puts
–
Net Calls
+$1.96M
Net Calls Change
+$677K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$256M
2
UBS Group
2
UBS Group
Switzerland
$69.4M
3
CAM
3
Concorde Asset Management
Michigan
$9.72M
4
Wells Fargo
4
Wells Fargo
California
$90M
5
LPL Financial
5
LPL Financial
California
$120M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.4M
3
BWS
3
Buck Wealth Strategies
Colorado
$0
4
Lido Advisors
4
Lido Advisors
California
$0
5
SPC
5
Sigma Planning Corp
Michigan
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
251
Tower Research Capital (TRC)
New York
$15.1K +$15.1K +235 New
FWM
252
FSA Wealth Management
Massachusetts
$13K +$13K +200 New
AIM
253
Anchor Investment Management
South Carolina
$12.9K – – –
AF
254
Allworth Financial
California
$11.7K – – –
WWM
255
Wagner Wealth Management
South Carolina
$10.4K +$897 +14 +9%
CIAS
256
Capital Investment Advisory Services
North Carolina
$9.87K -$2.37K -37 -19%
SSB
257
Sandy Spring Bank
Maryland
$6.41K -$128K -2,000 -95%
TWM
258
Tradition Wealth Management
Minnesota
$6K – – –
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.77K – – –
MWM
260
Mascoma Wealth Management
New Hampshire
$5.38K – – –
RIM
261
Rockbridge Investment Management
New York
$3.4K +$3.4K +53 New
BCMLT
262
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.11K – – –
CBT
263
Central Bank & Trust
Kentucky
$1.09K – – –
SIS
264
Sound Income Strategies
Florida
$334 – – –
BWS
265
Buck Wealth Strategies
Colorado
– -$4.55M -81,183 Closed
Lido Advisors
266
Lido Advisors
California
– -$3.44M -61,286 Closed
FFN
267
Focus Financial Network
Minnesota
– -$1.32M -23,445 Closed
Goldman Sachs
268
Goldman Sachs
New York
– -$1.09M -19,392 Closed
ACS
269
Archford Capital Strategies
Illinois
– -$874K -15,581 Closed
IP
270
Ignite Planners
California
– -$774K -13,879 Closed
OWM
271
OneAscent Wealth Management
Alabama
– -$532K -9,490 Closed
WC
272
Waterloo Capital
Texas
– -$383K -6,837 Closed
BJL
273
Brighton Jones LLC
Washington
– -$364K -6,487 Closed
EP
274
Eudaimonia Partners
Tennessee
– -$278K -4,950 Closed
GAA
275
Global Assets Advisory
Florida
– -$210K -3,750 Closed
8 9 10
11
12