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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
KA
251
Kovack Advisors
Florida
$271K +$6.49K +81 +2%
AFG
252
Atomi Financial Group
New York
$270K +$17.9K +224 +7%
FFS
253
Founders Financial Securities
Maryland
$268K -$881 -11 -0.3%
FPW
254
Fairvoy Private Wealth
Alabama
$268K +$274K +3,414 New
BBPWM
255
Blue Bell Private Wealth Management
Pennsylvania
$262K +$1.36K +17 +0.5%
PCG
256
Prosperity Consulting Group
Maryland
$255K +$24.6K +307 +10%
AEPWM
257
Atlantic Edge Private Wealth Management
Florida
$253K
TTWM
258
TCV Trust & Wealth Management
Virginia
$250K
TAM
259
Tucker Asset Management
Colorado
$250K -$26.1K -326 -9%
TF
260
Trek Financial
Arizona
$249K +$24.6K +307 +11%
KFI
261
Key Financial Inc
Pennsylvania
$247K
SFWA
262
Summit Financial Wealth Advisors
Louisiana
$246K +$2K +25 +0.8%
AZ
263
Alpha Zero
Florida
$246K +$251K +3,135 New
SMC
264
Smith, Moore & Co
Missouri
$242K -$6.01K -75 -2%
SIM
265
Synergy Investment Management
Florida
$242K +$247K +3,087 New
FAN
266
Financial Advisors Network
California
$239K +$244K +3,050 New
ATC
267
Argent Trust Co
Tennessee
$239K
Kovitz Investment Group Partners
268
Kovitz Investment Group Partners
Illinois
$239K +$244K +3,040 New
DWP
269
Destiny Wealth Partners
Florida
$232K
PTP
270
Platform Technology Partners
New York
$225K
IAIM
271
International Assets Investment Management
Florida
$225K +$229K +2,860 New
LFG
272
Larson Financial Group
Missouri
$223K -$138K -1,725 -38%
SHA
273
Seneca House Advisors
Virginia
$221K -$5.69K -71 -2%
MW
274
Marcum Wealth
Ohio
$219K +$1.2K +15 +0.5%
CWA
275
Centennial Wealth Advisory
Michigan
$217K +$222K +2,772 New

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.