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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

183 hedge funds and large institutions have $639M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
58
Reduced
68
Closed
12
Calls
$610K
Puts
–
Net Calls
+$610K
Net Calls Change
+$180K

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$8.71M
2
UBS Group
2
UBS Group
Switzerland
$43.7M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$4.79M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.32M
5
LPL Financial
5
LPL Financial
California
$32.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$86M
2
Bank of America
2
Bank of America
North Carolina
$74.6M
3
KAS
3
Kestra Advisory Services
Texas
$2.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.89M +$215K +3,986 +5%
BRWA
27
B. Riley Wealth Advisors
Florida
$4.79M +$4.79M +88,760 New
WMA
28
Wealth Management Associates
New Jersey
$4.47M +$44.6K +826 +1%
BA
29
Ballew Advisors
Mississippi
$3.95M +$1.93M +35,187 +95%
OPS
30
Orion Portfolio Solutions
Nebraska
$3.67M -$614K -11,367 -14%
DADC
31
D.A. Davidson & Co
Montana
$3.55M +$86.6K +1,605 +3%
DWM
32
Defined Wealth Management
Oregon
$3.29M -$586K -10,849 -15%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$3.17M – – –
SPIA
34
Steward Partners Investment Advisory
New York
$2.99M +$208K +3,848 +7%
BCI
35
Brinker Capital Investments
Pennsylvania
$2.85M -$141K -2,618 -5%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.81M +$24.4K +451 +0.9%
HIS
37
Harvest Investment Services
Illinois
$2.73M -$142K -2,632 -5%
SPC
38
Sigma Planning Corp
Michigan
$2.72M +$1.83M +33,970 +206%
CCA
39
Clearwater Capital Advisors
Illinois
$2.69M -$244K -4,515 -8%
HCM
40
Hengehold Capital Management
Ohio
$2.61M +$7.07K +131 +0.3%
Lido Advisors
41
Lido Advisors
California
$2.6M +$50.9K +943 +2%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$2.4M -$1.62K -30 -0.1%
FP
43
Financial Perspectives
Minnesota
$2.29M +$2.25M +121,481 +5,316%
WWM
44
WT Wealth Management
Arizona
$2.26M -$296K -5,474 -12%
PAG
45
Private Advisor Group
New Jersey
$2.22M -$119K -2,202 -5%
SWM
46
Spire Wealth Management
Virginia
$2.14M +$2.14M +39,651 New
KAS
47
Kestra Advisory Services
Texas
$2.1M -$3.35M -62,113 -62%
Truist Financial
48
Truist Financial
North Carolina
$2.01M -$51.3K -950 -2%
RCA
49
Ranch Capital Advisors
Florida
$1.9M +$119K +2,206 +7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.77M -$9.94K -184 -0.6%
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