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
KIG
326
Kessler Investment Group
Indiana
$185
CMP
327
Coston McIsaac & Partners
Maine
$57
WP
328
WealthPLAN Partners
Nebraska
-$5.3M -70,024 Closed
OFS
329
OneAscent Financial Services
Alabama
-$1.99M -26,322 Closed
VCM
330
Virtue Capital Management
Tennessee
-$1.43M -18,613 Closed
SFC
331
Strategic Financial Concepts
Texas
-$156K -18,518 Closed
Jane Street
332
Jane Street
New York
-$772K -10,199 Closed
BCM
333
Barometer Capital Management
Ontario, Canada
-$666K -8,800 Closed
IA
334
IFG Advisory
Georgia
-$631K -8,333 Closed
RIA
335
Realta Investment Advisors
Delaware
-$554K -7,324 Closed
OMC
336
Old Mission Capital
Illinois
-$503K -6,651 Closed
Focus Partners Wealth
337
Focus Partners Wealth
Massachusetts
-$472K -6,237 Closed
FTUS
338
Flow Traders U.S.
New York
-$450K -5,943 Closed
BRWA
339
B. Riley Wealth Advisors
Florida
-$435K -5,750 Closed
WP
340
Westmount Partners
California
-$233K -3,065 Closed
BCM
341
Brookstone Capital Management
Illinois
-$211K -2,729 Closed
1W
342
1776 Wealth
Georgia
-$200K -2,650 Closed
IAIM
343
International Assets Investment Management
Florida
-$143K -1,895 Closed
Simplex Trading
344
Simplex Trading
Illinois
-$32K -433 Closed
FRA
345
Front Row Advisors
California
-$25.6K -339 Closed
HPC
346
HM Payson & Co
Maine
-$10.2K -135 Closed
IRC
347
Investors Research Corp
Georgia
-$5.83K -77 Closed
BTI
348
Blue Trust Inc
Georgia
-$4.95K -71 Closed
NL
349
NVWM LLC
Pennsylvania
-$3.03K -40 Closed
CBT
350
Central Bank & Trust
Kentucky
-$1.29K -17 Closed

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.