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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

190 hedge funds and large institutions have $707M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
60
Reduced
66
Closed
15
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$542K

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$7.72M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$5.79M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.94M
4
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$4.68M
5
LPL Financial
5
LPL Financial
California
$38.6M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$147K
2
UBS Group
2
UBS Group
Switzerland
$39.7M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.93M
5
BA
5
Ballew Advisors
Mississippi
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$5.87M +$82.7K +1,443 +1%
HIIFS
27
Harel Insurance Investments & Financial Services
Israel
$5.79M +$5.79M +31,000 New
MAP
28
Milestone Advisory Partners
North Carolina
$4.68M -$544K -9,485 -10%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$4.68M +$4.68M +81,617 New
WMA
30
Wealth Management Associates
New Jersey
$4.68M -$73.6K -1,284 -2%
DADC
31
D.A. Davidson & Co
Montana
$3.8M +$27.9K +486 +0.7%
OPS
32
Orion Portfolio Solutions
Nebraska
$3.64M -$255K -4,447 -7%
DWM
33
Defined Wealth Management
Oregon
$3.48M -$19.6K -342 -0.6%
SPC
34
Sigma Planning Corp
Michigan
$3.24M +$349K +6,085 +12%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.17M – – –
Lido Advisors
36
Lido Advisors
California
$3.04M +$283K +4,939 +10%
SPIA
37
Steward Partners Investment Advisory
New York
$2.97M -$205K -3,582 -6%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.88M -$104K -1,806 -3%
CCA
39
Clearwater Capital Advisors
Illinois
$2.85M -$8.31K -145 -0.3%
RIA
40
Regal Investment Advisors
Michigan
$2.84M +$2.84M +49,457 New
HCM
41
Hengehold Capital Management
Ohio
$2.82M +$49.2K +859 +2%
HIS
42
Harvest Investment Services
Illinois
$2.79M -$114K -1,995 -4%
AIC
43
Ayalon Insurance Company
Israel
$2.65M +$2.65M +46,290 New
BCI
44
Brinker Capital Investments
Pennsylvania
$2.64M -$381K -6,643 -13%
Truist Financial
45
Truist Financial
North Carolina
$2.29M +$157K +2,742 +7%
KAS
46
Kestra Advisory Services
Texas
$2.28M +$49.5K +863 +2%
PAG
47
Private Advisor Group
New Jersey
$2.27M -$83.9K -1,464 -4%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$2.24M -$307K -5,359 -12%
BA
49
Ballew Advisors
Mississippi
$2.06M -$2.09M -36,287 -50%
RCA
50
Ranch Capital Advisors
Florida
$2.04M +$19K +332 +0.9%
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