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First Trust NASDAQ Technology Dividend Index Fund

281 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

6% more funds holding

Funds holding: 265281 (+16)

7% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 100

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$885K)

4.16% less ownership

Funds ownership: 61.18%57.02% (-4.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
107
Reduced
100
Closed
14
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
251
Guardian Wealth Advisors (North Carolina)
North Carolina
$46.9K
National Bank of Canada
252
National Bank of Canada
Quebec, Canada
$44.3K +$18.1K +270 +74%
CA
253
Clearstead Advisors
Ohio
$42.1K
OC
254
Oakworth Capital
Alabama
$34.8K
VNA
255
Valley National Advisers
Pennsylvania
$34K
SS
256
Sunbelt Securities
Texas
$31.4K +$67 +1 +0.2%
CTA
257
Colonial Trust Advisors
South Carolina
$31.4K
HCM
258
Hollencrest Capital Management
California
$30K -$20.1K -300 -41%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$28K +$26.8K +401 New
AF
260
Allworth Financial
California
$27.9K +$14.7K +219 +120%
CPA
261
Clear Point Advisors
New York
$25K +$201 +3 +0.8%
AF
262
Advisornet Financial
Minnesota
$23K
RCM
263
Raleigh Capital Management
North Carolina
$18.5K -$20.7K -310 -54%
IWP
264
IAG Wealth Partners
Wisconsin
$18.5K
TRCT
265
Tower Research Capital (TRC)
New York
$18K +$1.6K +24 +10%
SAM
266
Smartleaf Asset Management
Massachusetts
$16.7K +$134 +2 +0.8%
GEA
267
Glen Eagle Advisors
New Jersey
$16.4K
FRA
268
Front Row Advisors
California
$15.7K +$15.1K +225 New
AIM
269
Anchor Investment Management
South Carolina
$14.1K
FWM
270
FSA Wealth Management
Massachusetts
$13.9K
CA
271
Continuum Advisory
Idaho
$13.9K +$13.4K +200 New
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$13.2K -$71.6K -1,070 -85%
WWMSC
273
Wagner Wealth Management (South Carolina)
South Carolina
$11.5K +$134 +2 +1%
CIAS
274
Capital Investment Advisory Services
North Carolina
$10.7K
SSB
275
Sandy Spring Bank
Maryland
$6.97K

TDIV Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2024, worth a combined $1.37B — down 0.06% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TDIV positions and 14 closed out — a net gain of 20 holders — while 107 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 281 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2024, up from 265 in Q4 2023.
  • Funds reported $1.37B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2024 was Cetera Advisors, an estimated $18.9M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.