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First Trust NASDAQ Technology Dividend Index Fund

191 hedge funds and large institutions have $712M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $707M → $712M (+$5.39M)

0.72% more ownership

Funds ownership: 43.35%44.07% (+0.72%)

1% more funds holding

Funds holding: 190191 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
77
Reduced
55
Closed
13
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
-$288K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$6.41M +$192K +3,306 +3%
Stifel Financial
27
Stifel Financial
Missouri
$5.4M -$499K -8,616 -8%
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$5.4M +$813K +14,037 +17%
MAP
29
Milestone Advisory Partners
North Carolina
$4.59M -$26.7K -461 -0.6%
WMA
30
Wealth Management Associates
New Jersey
$4.42M -$188K -3,245 -4%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.19M +$1.39M +24,000 +48%
DADC
32
D.A. Davidson & Co
Montana
$3.82M +$82K +1,415 +2%
FHC
33
First Heartland Consultants
Missouri
$3.75M +$3.37M +58,178 +710%
SPC
34
Sigma Planning Corp
Michigan
$3.46M +$272K +4,697 +8%
DWM
35
Defined Wealth Management
Oregon
$3.44M +$13.4K +231 +0.4%
OPS
36
Orion Portfolio Solutions
Nebraska
$3.37M -$220K -3,800 -6%
RIA
37
Regal Investment Advisors
Michigan
$3.29M +$505K +8,708 +18%
Lido Advisors
38
Lido Advisors
California
$3.23M +$220K +3,799 +7%
SPIA
39
Steward Partners Investment Advisory
New York
$2.96M +$32.5K +560 +1%
HCM
40
Hengehold Capital Management
Ohio
$2.82M +$44.4K +767 +2%
HIS
41
Harvest Investment Services
Illinois
$2.74M -$116 -2 -0%
CCA
42
Clearwater Capital Advisors
Illinois
$2.62M -$192K -3,317 -7%
AIC
43
Ayalon Insurance Company
Israel
$2.6M -$42.4K -731 -2%
BCI
44
Brinker Capital Investments
Pennsylvania
$2.59M -$15.4K -265 -0.6%
KAS
45
Kestra Advisory Services
Texas
$2.58M +$343K +5,924 +15%
PAG
46
Private Advisor Group
New Jersey
$2.48M +$245K +4,225 +11%
RCA
47
Ranch Capital Advisors
Florida
$2.12M +$113K +1,946 +5%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$2.11M -$100K -1,731 -4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$2.05M +$93.2K +1,609 +5%
BA
50
Ballew Advisors
Mississippi
$2.04M -$11K -189 -0.5%

TDIV Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2021, worth a combined $712M — up 0.76% from $707M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TDIV positions and 13 closed out — a net gain of 2 holders — while 77 added to existing stakes and 55 trimmed.

The largest buyer was Truist Financial, adding an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $5.92M.

  • 191 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2021, up from 190 in Q2 2021.
  • Funds reported $712M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2021, up 0.76% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2021 and 13 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2021 was Truist Financial, an estimated $12M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2021 was Wells Fargo, an estimated $5.92M sold.

Based on aggregated 13F filings for Q3 2021.