First Trust NASDAQ Technology Dividend Index Fund
TDIV
26 hedge funds and large institutions have $84.3M invested in First Trust NASDAQ Technology Dividend Index Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
29% more capital invested
Capital invested by funds: $65.2M → $84.3M (+$19.1M)
8% more funds holding
Funds holding: 24 → 26 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.21M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.16M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.92M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$912K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$875K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$362K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$41.3K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$33K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
26
D.A. Davidson & Co
Great Falls,
Montana
| $10K | – | – | – |
|
|
WA
27
WFG Advisors
Dallas,
Texas
| – | -$33K | -1,500 | Closed |
|
|
28
Creative Planning
Overland Park,
Kansas
| – | -$22K | -1,000 | Closed |
|
TDIV Hedge Fund Activity: Q3 2013 in Review
26 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2013, worth a combined $84.3M — up 29% from $65.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TDIV positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.17M. The largest seller was Susquehanna International Group, cutting an estimated $875K.
- 26 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2013, up from 24 in Q2 2013.
- Funds reported $84.3M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2013, up 29% quarter-over-quarter.
- 4 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2013 and 2 closed out, a net change of +2 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2013 was Morgan Stanley, an estimated $7.17M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2013 was Susquehanna International Group, an estimated $875K sold.
Based on aggregated 13F filings for Q3 2013.