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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
NFSG
351
Newbridge Financial Services Group
Florida
$942
LC
352
Luminist Capital
Michigan
$942 +$961 +12 New
CT
353
Caldwell Trust
Florida
$706
NS
354
NBC Securities
Alabama
$684 -$759K -9,477 -100%
SIS
355
Sound Income Strategies
Florida
$418
KIG
356
Kessler Investment Group
Indiana
$180
FFA
357
Farther Finance Advisors
California
$78 -$519K -6,480 -100%
TPCW
358
TD Private Client Wealth
New York
$59 +$80 +1 New
Goldman Sachs
359
Goldman Sachs
New York
-$4.67M -58,103 Closed
3AM
360
3EDGE Asset Management
Florida
-$3.77M -46,952 Closed
BFWM
361
Bright Futures Wealth Management
New York
-$1.53M -19,177 Closed
PAG
362
Private Advisory Group
Washington
-$1.38M -17,227 Closed
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
-$888K -11,060 Closed
SAM
364
SignalPoint Asset Management
Missouri
-$869K -10,822 Closed
GS
365
GTS Securities
New York
-$664K -8,266 Closed
WN
366
Williams & Novak
California
-$328K -4,085 Closed
AC
367
Avestar Capital
New York
-$265K -3,300 Closed
FCBT
368
First Citizens Bank & Trust
North Carolina
-$241K -3,000 Closed
BPFA
369
Barnes Pettey Financial Advisors
Mississippi
-$225K -2,804 Closed
AWM
370
Axxcess Wealth Management
California
-$202K -2,520 Closed
CRI
371
Colonial River Investments
Virginia
-$202K -2,520 Closed
Pathstone Holdings
372
Pathstone Holdings
New Jersey
-$201K -2,500 Closed
TRCT
373
Tower Research Capital (TRC)
New York
-$124K -1,544 Closed
Qube Research & Technologies (QRT)
374
Qube Research & Technologies (QRT)
United Kingdom
-$106K -1,325 Closed
JIP
375
Jaffetilchin Investment Partners
Florida
-$40.4K -503 Closed

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.