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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
FWM
326
FLP Wealth Management
Arkansas
$31.1K +$31.7K +396 New
MEG
327
Millstone Evans Group
Colorado
$27.9K +$28.4K +355 New
EPIMS
328
Evelyn Partners Investment Management Services
$27.5K +$28K +350 New
SS
329
Sunbelt Securities
Texas
$23.8K -$12.2K -152 -33%
WI
330
Wintrust Investments
Illinois
$21K +$160 +2 +0.7%
CFP
331
Comprehensive Financial Planning
Pennsylvania
$19.2K +$19.6K +245 New
SAM
332
Smartleaf Asset Management
Massachusetts
$18.7K
AWM
333
Avior Wealth Management
Nebraska
$17K +$80 +1 +0.5%
CA
334
Continuum Advisory
Idaho
$15.7K
FW
335
Fairway Wealth
Ohio
$15.7K +$16K +200 New
WWMSC
336
Wagner Wealth Management (South Carolina)
South Carolina
$14.7K +$721 +9 +5%
FWM
337
FSA Wealth Management
Massachusetts
$14.1K
CIAS
338
Capital Investment Advisory Services
North Carolina
$12.1K
RIL
339
Rothschild Investment LLC
Illinois
$11.8K
Bessemer Group
340
Bessemer Group
New Jersey
$11K +$11.2K +140 New
AIM
341
Anchor Investment Management
South Carolina
$10.9K -$2.48K -31 -18%
SSB
342
Sandy Spring Bank
Maryland
$7.85K
MWM
343
Mascoma Wealth Management
New Hampshire
$6.59K
TIM
344
Thompson Investment Management
Wisconsin
$6.04K -$1.84K -23 -23%
CTWM
345
Cherry Tree Wealth Management
Minnesota
$5.1K
GA
346
GoalVest Advisory
New York
$3.45K
HCM
347
Hollencrest Capital Management
California
$3.22K
PB
348
Pinnacle Bancorp
Nebraska
$2.83K
GEA
349
Glen Eagle Advisors
New Jersey
$2.75K -$16K -200 -85%
CAWM
350
Capital A Wealth Management
Pennsylvania
$2.04K +$2.08K +26 New

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.