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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
HR
276
Howe & Rusling
New York
$217K -$8.01K -100 -3%
HBW
277
Hazlett, Burt & Watson
West Virginia
$216K +$561 +7 +0.3%
PWM
278
Power Wealth Management
Georgia
$216K
Northern Trust
279
Northern Trust
Illinois
$213K +$218K +2,716 New
HFP
280
Holistic Financial Partners
Indiana
$212K +$216K +2,698 New
IWM
281
IHT Wealth Management
Illinois
$208K +$213K +2,655 New
Cerity Partners
282
Cerity Partners
New York
$208K +$212K +2,649 New
TI
283
tru Independence
Oregon
$206K -$6.33K -79 -3%
AF
284
Apollon Financial
South Carolina
$206K +$561 +7 +0.3%
CF
285
Centaurus Financial
California
$197K +$89.8K +1,121 +80%
PTC
286
Private Trust Company
Ohio
$179K +$10K +125 +6%
William Blair & Company
287
William Blair & Company
Illinois
$175K
PA
288
PSI Advisors
Florida
$174K +$80 +1 +0%
RA
289
Rise Advisors
New York
$173K +$961 +12 +0.5%
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$157K
RWPA
291
Richard W. Paul & Associates
Michigan
$142K
CT
292
Colonial Trust
South Carolina
$138K
Russell Investments Group
293
Russell Investments Group
United Kingdom
$112K +$79.4K +991 +227%
AF
294
Advisornet Financial
Minnesota
$106K +$49.4K +616 +84%
Citigroup
295
Citigroup
New York
$104K -$99.4K -1,241 -48%
GWANC
296
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K
EWM
297
EPG Wealth Management
Georgia
$99.5K -$408K -5,088 -80%
GI
298
GAMMA Investing
California
$96.5K +$29.6K +369 +43%
GWSG
299
GPS Wealth Strategies Group
Colorado
$86.9K +$481 +6 +0.5%
CAM
300
Creekmur Asset Management
Illinois
$83.6K +$80 +1 +0.1%

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.