First Trust NASDAQ Technology Dividend Index Fund
TDIV
110 hedge funds and large institutions have $383M invested in First Trust NASDAQ Technology Dividend Index Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 11 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 25
17% more capital invested
Capital invested by funds: $326M → $383M (+$56.4M)
1.79% more ownership
Funds ownership: 38.59% → 40.38% (+1.8%)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
1% more funds holding
Funds holding: 109 → 110 (+1)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$16.3M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
+$4.7M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.37M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.11M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$8.54M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.09M |
| 3 |
CB
Community Bank
Dewitt,
New York
|
-$1.49M |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$1.37M |
| 5 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
-$904K |
TDIV Hedge Fund Activity: Q3 2018 in Review
110 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2018, worth a combined $383M — up 17% from $326M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TDIV positions and 11 closed out — a net gain of 1 holder — while 48 added to existing stakes and 25 trimmed.
The largest buyer was BB&T Securities, adding an estimated $16.3M. The largest seller was Brinker Capital Investments, cutting an estimated $8.54M.
- 110 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2018, up from 109 in Q2 2018.
- Funds reported $383M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2018, up 17% quarter-over-quarter.
- 12 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2018 and 11 closed out, a net change of +1 holder.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2018 was BB&T Securities, an estimated $16.3M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2018 was Brinker Capital Investments, an estimated $8.54M sold.
Based on aggregated 13F filings for Q3 2018.