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First Trust NASDAQ Technology Dividend Index Fund

162 hedge funds and large institutions have $542M invested in First Trust NASDAQ Technology Dividend Index Fund in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more call options, than puts

Call options by funds: $245K | Put options by funds: $210K

8% more capital invested

Capital invested by funds: $501M → $542M (+$40.8M)

6% more funds holding

Funds holding: 153162 (+9)

1.7% more ownership

Funds ownership: 42.06%43.76% (+1.7%)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
19
Increased
50
Reduced
63
Closed
10
Calls
$245K
Puts
$210K
Net Calls
+$35K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
26
Wealth Management Associates
New Jersey
$3.6M +$13.4K +305 +0.4%
WWM
27
WT Wealth Management
Arizona
$3.41M -$486K -11,088 -12%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.38M -$368K -8,393 -10%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$3.17M
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$3.06M +$3.07M +70,000 New
MML Investors Services
31
MML Investors Services
Massachusetts
$3M +$503K +11,467 +20%
FAAS
32
First Allied Advisory Services
California
$2.94M -$1.12M -25,550 -28%
DADC
33
D.A. Davidson & Co
Montana
$2.9M +$84.6K +1,929 +3%
HIS
34
Harvest Investment Services
Illinois
$2.75M -$222K -5,074 -7%
MIFH
35
Migdal Insurance & Financial Holdings
Israel
$2.69M -$204K -4,652 -7%
VF
36
Virtu Financial
New York
$2.51M +$1.64M +37,325 +187%
CCA
37
Clearwater Capital Advisors
Illinois
$2.4M -$351K -8,015 -13%
AFS
38
Access Financial Services
Minnesota
$2.2M -$62.3K -1,422 -3%
HCM
39
Hengehold Capital Management
Ohio
$2.1M +$13.9K +316 +0.7%
Lido Advisors
40
Lido Advisors
California
$2.09M +$427K +9,730 +26%
SPIA
41
Steward Partners Investment Advisory
New York
$2.06M +$1.21M +27,705 +142%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.06M +$267K +6,098 +15%
SMG
43
Smart Money Group
Texas
$1.98M +$959K +21,872 +94%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$1.85M +$56.6K +1,291 +3%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.78M +$88.2K +2,011 +5%
KAS
46
Kestra Advisory Services
Texas
$1.77M +$1.74M +39,717 New
PAG
47
Private Advisor Group
New Jersey
$1.71M -$174K -3,972 -9%
BA
48
Ballew Advisors
Mississippi
$1.69M -$573K -13,074 -26%
FWP
49
FAS Wealth Partners
Kansas
$1.56M
CWM
50
Connecticut Wealth Management
Connecticut
$1.43M +$745 +17 +0.1%