We are live on ! Find out more
TDIV icon

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
CPA
301
Clear Point Advisors
New York
$29.1K +$77 +1 +0.3%
CCM
302
Chilton Capital Management
Texas
$28.1K +$26.8K +350 New
WI
303
Wintrust Investments
Illinois
$21K -$186K -2,431 -90%
RCM
304
Raleigh Capital Management
North Carolina
$20.6K
SAM
305
Smartleaf Asset Management
Massachusetts
$19.1K
GEA
306
Glen Eagle Advisors
New Jersey
$18.9K
AWM
307
Avior Wealth Management
Nebraska
$17.3K -$2.22K -29 -12%
MTC
308
Matrix Trust Company
Colorado
$17K +$16K +209 New
CA
309
Continuum Advisory
Idaho
$15.9K
FWM
310
FSA Wealth Management
Massachusetts
$14.5K +$13.8K +180 New
WWMSC
311
Wagner Wealth Management (South Carolina)
South Carolina
$14.3K +$230 +3 +2%
AIM
312
Anchor Investment Management
South Carolina
$13.7K
CIAS
313
Capital Investment Advisory Services
North Carolina
$12.4K
RIL
314
Rothschild Investment LLC
Illinois
$12K
SSB
315
Sandy Spring Bank
Maryland
$8.03K
TIM
316
Thompson Investment Management
Wisconsin
$8.03K
MWM
317
Mascoma Wealth Management
New Hampshire
$6.75K
CTWM
318
Cherry Tree Wealth Management
Minnesota
$5.22K +$4.98K +65 New
GA
319
GoalVest Advisory
New York
$3.53K +$3.37K +44 New
HCM
320
Hollencrest Capital Management
California
$3.29K
HNB
321
Huntington National Bank
Ohio
$3.05K
PB
322
Pinnacle Bancorp
Nebraska
$2.89K +$2.76K +36 New
NFSG
323
Newbridge Financial Services Group
Florida
$964
CT
324
Caldwell Trust
Florida
$723 +$690 +9 New
SIS
325
Sound Income Strategies
Florida
$425

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.