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First Trust NASDAQ Technology Dividend Index Fund

83 hedge funds and large institutions have $266M invested in First Trust NASDAQ Technology Dividend Index Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

11% more funds holding

Funds holding: 7583 (+8)

7% more capital invested

Capital invested by funds: $250M → $266M (+$16.3M)

0.04% more ownership

Funds ownership: 37.6%37.64% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
39
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$1.16M -$15.3K -481 -1%
BTS
27
BB&T Securities
Virginia
$911K +$375K +11,771 +67%
CAN
28
Cetera Advisor Networks
California
$852K +$45.2K +1,420 +5%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$784K +$54.6K +1,716 +7%
IA
30
IFP Advisors
Florida
$749K +$15.7K +492 +2%
RIA
31
Regal Investment Advisors
Michigan
$726K +$115K +3,612 +18%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$708K +$65K +2,041 +10%
WI
33
Wintrust Investments
Illinois
$658K +$353K +11,083 +111%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$616K -$54.4K -1,710 -8%
BA
35
BKS Advisors
Michigan
$578K -$8.88K -279 -1%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$540K +$87.7K +2,757 +19%
AIP
37
Ahrens Investment Partners
Louisiana
$514K +$14.3K +449 +3%
BAAM
38
Baker Avenue Asset Management
California
$463K -$20.1K -630 -4%
RWMH
39
Riverpoint Wealth Management Holdings
Illinois
$463K +$3.44K +108 +0.7%
SWM
40
Segment Wealth Management
Texas
$461K +$164K +5,147 +53%
SWP
41
Stratos Wealth Partners
Ohio
$454K +$16.9K +530 +4%
PVH
42
Psagot Value Holdings
Israel
$452K +$95.5K +3,000 +26%
LFAS
43
Level Four Advisory Services
Texas
$447K
Jane Street
44
Jane Street
New York
$412K +$142K +4,451 +51%
Citigroup
45
Citigroup
New York
$410K -$190K -5,961 -31%
M&T Bank
46
M&T Bank
New York
$373K -$4.52K -142 -1%
MIAN
47
Mariner Independent Advisor Network
Kansas
$346K +$353K +11,101 New
NWM
48
Northwest Wealth Management
Iowa
$317K
Creative Planning
49
Creative Planning
Kansas
$306K +$103K +3,250 +49%
RIL
50
Rothschild Investment LLC
Illinois
$301K

TDIV Hedge Fund Activity: Q2 2017 in Review

83 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2017, worth a combined $266M — up 6.5% from $250M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TDIV positions and 4 closed out — a net gain of 9 holders — while 39 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $13.2M. The largest seller was UBS Group, cutting an estimated $2.06M.

  • 83 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2017, up from 75 in Q1 2017.
  • Funds reported $266M of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 13 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2017 and 4 closed out, a net change of +9 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2017 was Bank of America, an estimated $13.2M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2017 was UBS Group, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2017.