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First Trust NASDAQ Technology Dividend Index Fund
TDIV

226 hedge funds and large institutions have $823M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 91 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 66

2.21% more ownership

Funds ownership: 49.16% → 51.37% (+2.2%)

1% less funds holding

Funds holding: 228 → 226 (-2)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

9% less capital invested

Capital invested by funds: $902M → $823M (-$79.3M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
226
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
17
Increased
91
Reduced
66
Closed
18
Calls
$582K
Puts
–
Net Calls
+$582K
Net Calls Change
-$332K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$16M
2
MMA
Miracle Mile Advisors
California
+$12.6M
3
KCM
Karp Capital Management
California
+$8.63M
4
LPL Financial
LPL Financial
California
+$8.2M
5
Bank of America
Bank of America
North Carolina
+$7.39M

Top Sellers

1
BFG
Barber Financial Group
Kansas
-$8.83M
2
HighTower Advisors
HighTower Advisors
Illinois
-$6.2M
3
MAP
Milestone Advisory Partners
North Carolina
-$2.94M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.55M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Aprio Wealth Management
Georgia
$7.22M +$938K +17,270 +14%
RIA
27
Regal Investment Advisors
Michigan
$6.75M +$327K +6,015 +5%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$6.43M -$2.33M -42,960 -25%
PAG
29
Private Advisor Group
New Jersey
$6.42M +$1.26M +23,224 +22%
Stifel Financial
30
Stifel Financial
Missouri
$6.01M +$356K +6,552 +6%
AWS
31
Atria Wealth Solutions
New York
$5.08M +$2.2M +40,499 +67%
DADC
32
D.A. Davidson & Co
Montana
$4.67M +$6.95K +128 +0.1%
SPIA
33
Steward Partners Investment Advisory
New York
$4.46M +$1.84M +33,883 +62%
MML Investors Services
34
MML Investors Services
Massachusetts
$4.3M +$339K +6,247 +8%
SPC
35
Sigma Planning Corp
Michigan
$4.25M +$1.01M +18,569 +28%
WMA
36
Wealth Management Associates
New Jersey
$3.83M +$27K +497 +0.7%
JP Morgan Chase
37
JP Morgan Chase
New York
$3.83M -$2.46M -45,203 -37%
PWG
38
Private Wealth Group
Florida
$3.49M -$2.34M -43,012 -38%
MPM
39
Meritage Portfolio Management
Kansas
$3.46M +$109K +2,004 +3%
Lido Advisors
40
Lido Advisors
California
$3.09M +$80.8K +1,487 +2%
CCA
41
Cottonwood Capital Advisors
Utah
$3.05M -$22.6K -416 -0.7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.7M +$232K +4,263 +9%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.67M – – –
DWM
44
Defined Wealth Management
Oregon
$2.65M -$34.3K -631 -1%
HCM
45
Hengehold Capital Management
Ohio
$2.64M +$41.1K +756 +1%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.58M -$6.2M -114,180 -69%
HIS
47
Harvest Investment Services
Illinois
$2.58M +$64.1K +1,180 +2%
AIC
48
Ayalon Insurance Company
Israel
$2.35M -$158K -2,913 -6%
CCA
49
Clearwater Capital Advisors
Illinois
$2.33M +$11.6K +213 +0.5%
AIP
50
Ahrens Investment Partners
Louisiana
$2.29M +$2.15M +39,605 +655%
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TDIV Hedge Fund Activity: Q2 2022 in Review

226 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2022, worth a combined $823M — down 8.8% from $902M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TDIV and 17 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 91 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16M. The largest seller was Barber Financial Group, exiting entirely with an estimated $8.83M sold.

  • 226 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2022, down from 228 in Q1 2022.
  • Funds reported $823M of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 17 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $16M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2022 was Barber Financial Group, an estimated $8.83M sold.

Based on aggregated 13F filings for Q2 2022.