We are live on ! Find out more
TDIV icon

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
AIC
301
Archer Investment Corporation
Indiana
$78.5K
CJL
302
Cyrus J. Lawrence
New York
$78K
WP
303
WealthShield Partners
North Carolina
$77.9K
RFG
304
REAP Financial Group
Texas
$75.7K +$160 +2 +0.2%
SWM
305
Spire Wealth Management
Virginia
$75.5K +$481 +6 +0.6%
S
306
SignatureFD
Georgia
$70.1K
NSIM
307
North Star Investment Management
Illinois
$63.7K
ADL
308
Asset Dedication LLC
California
$62.8K
DWM
309
Darwin Wealth Management
Florida
$58.7K
CMP
310
Coston McIsaac & Partners
Maine
$56K
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$55.7K +$1.2K +15 +2%
WT
312
Whittier Trust
California
$49K
1IA
313
1620 Investment Advisors
Massachusetts
$48.3K
CA
314
Clearstead Advisors
Ohio
$47.1K
OP
315
ORG Partners
Indiana
$47.1K +$48.1K +600 New
BWM
316
Bernard Wealth Management
Michigan
$41.4K +$42.3K +528 New
RCM
317
Raleigh Capital Management
North Carolina
$40.3K +$20.7K +258 +101%
OC
318
Oakworth Capital
Alabama
$39.2K
VNA
319
Valley National Advisers
Pennsylvania
$39K
T
320
Transce3nd
Texas
$36.2K +$37K +462 New
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$35.6K
CTA
322
Colonial Trust Advisors
South Carolina
$35.3K
VWM
323
Venturi Wealth Management
Texas
$34.5K -$21.7K -271 -38%
AF
324
Allworth Financial
California
$33.4K
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$31.8K

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.