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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
AIC
276
Archer Investment Corporation
Indiana
$80.3K
CJL
277
Cyrus J. Lawrence
New York
$80K
WP
278
WealthShield Partners
North Carolina
$79.7K
RFG
279
REAP Financial Group
Texas
$77.3K -$9.04K -118 -11%
SWM
280
Spire Wealth Management
Virginia
$76.9K +$536 +7 +0.7%
S
281
SignatureFD
Georgia
$71.8K
GI
282
GAMMA Investing
California
$69.1K
NSIM
283
North Star Investment Management
Illinois
$65.2K
ADL
284
Asset Dedication LLC
California
$64.2K
DWM
285
Darwin Wealth Management
Florida
$60K +$57.3K +748 New
AF
286
Advisornet Financial
Minnesota
$58.6K -$9.12K -119 -14%
VWM
287
Venturi Wealth Management
Texas
$57.1K +$54.5K +711 New
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$55.8K +$766 +10 +1%
WT
289
Whittier Trust
California
$50.2K -$42.8K -559 -47%
1IA
290
1620 Investment Advisors
Massachusetts
$49.5K
CA
291
Clearstead Advisors
Ohio
$48.2K
JIP
292
Jaffetilchin Investment Partners
Florida
$40.4K +$38.5K +503 New
OC
293
Oakworth Capital
Alabama
$40.1K
VNA
294
Valley National Advisers
Pennsylvania
$40K -$3.14K -41 -8%
SS
295
Sunbelt Securities
Texas
$36.5K +$230 +3 +0.7%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$36.5K
CTA
297
Colonial Trust Advisors
South Carolina
$36.1K
Russell Investments Group
298
Russell Investments Group
United Kingdom
$35K -$6.21K -81 -16%
AF
299
Allworth Financial
California
$32.2K
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$32.1K -$77 -1 -0.2%

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.