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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
MWM
276
Mascoma Wealth Management
New Hampshire
$5.85K
BTI
277
Blue Trust Inc
Georgia
$4.95K +$4.75K +71 New
HNB
278
Huntington National Bank
Ohio
$2.65K
SIS
279
Sound Income Strategies
Florida
$2.04K +$1.6K +24 +480%
CBT
280
Central Bank & Trust
Kentucky
$1.18K
NFSG
281
Newbridge Financial Services Group
Florida
$836 +$803 +12 New
KIG
282
Kessler Investment Group
Indiana
$160 +$134 +2 New
VF
283
Virtu Financial
New York
-$2.27M -35,334 Closed
PCS
284
Private Client Services
Kentucky
-$927K -14,461 Closed
IA
285
IFG Advisory
Georgia
-$651K -10,163 Closed
WCFA
286
Walkner Condon Financial Advisors
Wisconsin
-$259K -4,043 Closed
AFP
287
Alpha Financial Partners
Kentucky
-$221K -3,448 Closed
CPIG
288
Chicago Partners Investment Group
Illinois
-$203K -3,036 Closed
LF
289
Lee Financial
Texas
-$86.1K -1,344 Closed
BHWM
290
Beaird Harris Wealth Management
Texas
-$71.8K -1,120 Closed
JEST
291
JTC Employer Solutions Trustee
Jersey
-$57K -880 Closed
NFA
292
Northwest Financial Advisors
Virginia
-$19.2K -300 Closed
TWM
293
Tradition Wealth Management
Minnesota
-$6K -92 Closed
JFGIW
294
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$5.77K -90 Closed
RIM
295
Rockbridge Investment Management
New York
-$3.4K -53 Closed
BCMLT
296
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1.11K -20 Closed

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.