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First Trust NASDAQ Technology Dividend Index Fund

228 hedge funds and large institutions have $902M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $840M → $902M (+$62M)

5% more funds holding

Funds holding: 217228 (+11)

2.69% more ownership

Funds ownership: 46.47%49.16% (+2.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
228
Holders Change
+11
Holders Change %
+5.07%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
30
Increased
89
Reduced
61
Closed
17
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$7.59M +$1.93M +32,532 +34%
RIA
27
Regal Investment Advisors
Michigan
$7.58M +$3.81M +64,129 +100%
AWM
28
Aprio Wealth Management
Georgia
$7.47M +$7.52M +126,693 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$7.39M +$5.26M +88,657 +241%
JP Morgan Chase
30
JP Morgan Chase
New York
$7.16M +$231K +3,896 +3%
Stifel Financial
31
Stifel Financial
Missouri
$6.67M +$1.49M +25,145 +29%
PWG
32
Private Wealth Group
Florida
$6.63M -$2.06M -34,703 -24%
PAG
33
Private Advisor Group
New Jersey
$6.17M +$4.11M +69,290 +196%
AR
34
Apeiron RIA
Texas
$5.79M -$44.3K -747 -0.7%
DADC
35
D.A. Davidson & Co
Montana
$5.49M +$1.12M +18,856 +25%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.68M -$44.4K -748 -0.9%
WMA
37
Wealth Management Associates
New Jersey
$4.47M -$175K -2,948 -4%
MAP
38
Milestone Advisory Partners
North Carolina
$3.97M -$463K -7,810 -10%
MPM
39
Meritage Portfolio Management
Kansas
$3.95M +$3.98M +66,992 New
SPC
40
Sigma Planning Corp
Michigan
$3.89M +$169K +2,852 +5%
CCA
41
Cottonwood Capital Advisors
Utah
$3.6M +$130K +2,197 +4%
AWS
42
Atria Wealth Solutions
New York
$3.58M +$3.6M +60,697 New
Lido Advisors
43
Lido Advisors
California
$3.54M +$72K +1,213 +2%
SPIA
44
Steward Partners Investment Advisory
New York
$3.24M +$10.4K +176 +0.3%
DWM
45
Defined Wealth Management
Oregon
$3.15M -$502K -8,455 -14%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$3.14M -$6.53K -110 -0.2%
HCM
47
Hengehold Capital Management
Ohio
$3.05M +$30.7K +518 +1%
HIS
48
Harvest Investment Services
Illinois
$2.96M -$52.6K -886 -2%
AIC
49
Ayalon Insurance Company
Israel
$2.93M +$366K +6,175 +14%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.92M +$524K +8,823 +22%

TDIV Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2022, worth a combined $902M — up 7.4% from $840M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TDIV positions and 17 closed out — a net gain of 13 holders — while 89 added to existing stakes and 61 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $31.1M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $6.8M sold.

  • 228 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $902M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2022 and 17 closed out, a net change of +13 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2022 was Miracle Mile Advisors, an estimated $31.1M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2022 was International Assets Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2022.