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First Trust NASDAQ Technology Dividend Index Fund

234 hedge funds and large institutions have $789M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

15% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $743M → $789M (+$46.7M)

1% more funds holding

Funds holding: 232234 (+2)

1.04% less ownership

Funds ownership: 51.9%50.86% (-1%)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
31
Increased
92
Reduced
80
Closed
25
Calls
$1.18M
Puts
Net Calls
+$1.18M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$5.38M +$216K +4,525 +4%
AR
27
Apeiron RIA
Texas
$5.09M +$196K +4,105 +4%
KAS
28
Kestra Advisory Services
Texas
$5M -$115K -2,420 -2%
DADC
29
D.A. Davidson & Co
Montana
$4.83M +$210K +4,409 +5%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$4.62M +$324K +6,803 +8%
SPC
31
Sigma Planning Corp
Michigan
$3.74M -$1.17M -24,463 -24%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.56M +$1.02M +21,389 +40%
WMA
33
Wealth Management Associates
New Jersey
$3.45M -$164K -3,449 -5%
SPIA
34
Steward Partners Investment Advisory
New York
$3.15M +$279K +5,861 +10%
SCA
35
Snowden Capital Advisors
New York
$3.08M +$655K +13,729 +27%
OPS
36
Orion Portfolio Solutions
Nebraska
$3.07M +$566K +11,865 +23%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$3.01M +$614K +12,875 +26%
Lido Advisors
38
Lido Advisors
California
$3M +$5.53K +116 +0.2%
AAS
39
Avantax Advisory Services
Texas
$2.98M +$128K +2,676 +4%
VF
40
Virtu Financial
New York
$2.92M +$2.01M +42,069 +221%
CCA
41
Cottonwood Capital Advisors
Utah
$2.85M -$25.9K -543 -0.9%
HCM
42
Hengehold Capital Management
Ohio
$2.82M +$204K +4,281 +8%
RIA
43
Regal Investment Advisors
Michigan
$2.77M -$166K -3,492 -6%
CAM
44
Concorde Asset Management
Michigan
$2.71M +$1.48M +30,973 +121%
HIS
45
Harvest Investment Services
Illinois
$2.66M +$270K +5,661 +11%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.65M -$172K -3,614 -6%
DWM
47
Defined Wealth Management
Oregon
$2.54M -$63.5K -1,331 -2%
CA
48
Cetera Advisors
Colorado
$2.48M +$326K +6,838 +15%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$2.45M -$2.45M -51,400 -50%
Truist Financial
50
Truist Financial
North Carolina
$2.44M -$419K -8,779 -15%

TDIV Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2022, worth a combined $789M — up 6.3% from $743M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TDIV positions and 25 closed out — a net gain of 6 holders — while 92 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.8M. The largest seller was Miracle Mile Advisors, cutting an estimated $34.4M.

  • 234 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2022, up from 232 in Q3 2022.
  • Funds reported $789M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2022 and 25 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2022 was Goldman Sachs, an estimated $11.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2022 was Miracle Mile Advisors, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2022.