First Trust NASDAQ Technology Dividend Index Fund
TDIV
306 hedge funds and large institutions have $1.5B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 104 reducing their positions, and 12 closing their positions.
242% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 12
10% more capital invested
Capital invested by funds: $1.37B → $1.5B (+$132M)
9% more funds holding
Funds holding: 281 → 306 (+25)
5% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 104
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.07% less ownership
Funds ownership: 57.02% → 56.95% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$8.81M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$8.34M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.04M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.5M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.21M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.19M |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$3.84M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.02M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$2.57M |
TDIV Hedge Fund Activity: Q2 2024 in Review
306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2024, worth a combined $1.5B — up 9.6% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new TDIV positions and 12 closed out — a net gain of 29 holders — while 109 added to existing stakes and 104 trimmed.
The largest buyer was Ethos Financial Group, opening a new position worth an estimated $8.81M. The largest seller was Morgan Stanley, cutting an estimated $6.21M.
- 306 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2024, up from 281 in Q1 2024.
- Funds reported $1.5B of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
- 41 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2024 and 12 closed out, a net change of +29 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2024 was Ethos Financial Group, an estimated $8.81M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2024 was Morgan Stanley, an estimated $6.21M sold.
Based on aggregated 13F filings for Q2 2024.