First Trust NASDAQ Technology Dividend Index Fund
TDIV
27 hedge funds and large institutions have $107M invested in First Trust NASDAQ Technology Dividend Index Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 3 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: 6 | Existing positions closed: 3
27% more capital invested
Capital invested by funds: $84.3M → $107M (+$23.1M)
4% more funds holding
Funds holding: 26 → 27 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.46M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.66M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.35M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.64M |
| 5 |
Goldman Sachs
New York
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$242K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$203K |
| 4 |
KIG
Kessler Investment Group
Columbus,
Indiana
|
-$25K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $5K | +$5.32K | +225 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | -$10.8K | -456 | -92% |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.19M | -52,666 | Closed |
|
|
RIA
29
Regal Investment Advisors
Kentwood,
Michigan
| – | -$242K | -10,725 | Closed |
|
|
KIG
30
Kessler Investment Group
Columbus,
Indiana
| – | -$25K | -1,125 | Closed |
|
TDIV Hedge Fund Activity: Q4 2013 in Review
27 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2013, worth a combined $107M — up 27% from $84.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TDIV positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.
- 27 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2013, up from 26 in Q3 2013.
- Funds reported $107M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2013, up 27% quarter-over-quarter.
- 6 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2013 and 3 closed out, a net change of +3 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2013 was Morgan Stanley, an estimated $5.46M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2013 was Susquehanna International Group, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2013.