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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
BPFA
251
Barnes Pettey Financial Advisors
Mississippi
$225K -$12.6K -164 -6%
MW
252
Marcum Wealth
Ohio
$223K +$213K +2,781 New
HBW
253
Hazlett, Burt & Watson
West Virginia
$221K +$153 +2 +0.1%
PWM
254
Power Wealth Management
Georgia
$221K
SI
255
Stephens Inc
Arkansas
$218K +$208K +2,711 New
TI
256
tru Independence
Oregon
$217K +$207K +2,704 New
Jones Financial Companies
257
Jones Financial Companies
Missouri
$217K +$162K +2,114 +361%
AF
258
Apollon Financial
South Carolina
$210K +$200K +2,615 New
Citigroup
259
Citigroup
New York
$207K -$253K -3,299 -56%
AWM
260
Axxcess Wealth Management
California
$202K +$193K +2,520 New
CRI
261
Colonial River Investments
Virginia
$202K +$193K +2,520 New
Pathstone Holdings
262
Pathstone Holdings
New Jersey
$201K +$192K +2,500 New
William Blair & Company
263
William Blair & Company
Illinois
$179K -$1.92K -25 -1%
PA
264
PSI Advisors
Florida
$178K +$77 +1 +0%
RA
265
Rise Advisors
New York
$176K -$29.3K -382 -15%
PTC
266
Private Trust Company
Ohio
$173K -$843 -11 -0.5%
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$160K -$42.1K -549 -22%
RWPA
268
Richard W. Paul & Associates
Michigan
$145K -$28.7K -375 -17%
CT
269
Colonial Trust
South Carolina
$137K
TRCT
270
Tower Research Capital (TRC)
New York
$124K -$69.8K -911 -37%
CF
271
Centaurus Financial
California
$112K -$1.46K -19 -1%
GWANC
272
Guardian Wealth Advisors (North Carolina)
North Carolina
$107K
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$106K -$480K -6,262 -83%
GWSG
274
GPS Wealth Strategies Group
Colorado
$88.5K -$71.5K -933 -46%
CAM
275
Creekmur Asset Management
Illinois
$85.6K

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.