TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

245 hedge funds and large institutions have $934M invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
32
Increased
87
Reduced
87
Closed
17
Calls
$2.22M
Puts
–
Net Calls
+$2.22M
Net Calls Change
+$1.04M

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$20.6M
2
LPL Financial
2
LPL Financial
California
$68.7M
3
AT
3
Arden Trust
Delaware
$8.11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$13.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.99M
3
Ameriprise
3
Ameriprise
Minnesota
$21.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$6.37M +$2.89M +53,470 +83%
BCI
27
Brinker Capital Investments
Pennsylvania
$6.37M +$3.9M +72,181 +158%
PVI
28
Pine Valley Investments
New Jersey
$6.34M +$6.34M +121,698 New
AR
29
Apeiron RIA
Texas
$6.01M +$250K +4,619 +4%
DADC
30
D.A. Davidson & Co
Montana
$5.86M +$392K +7,254 +7%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$5.81M +$582K +10,755 +11%
MAP
32
Milestone Advisory Partners
North Carolina
$5.03M +$4.49M +83,078 +844%
NA
33
NewEdge Advisors
Louisiana
$4.83M +$4.74M +87,545 +5,196%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.46M +$419K +7,752 +10%
SPC
35
Sigma Planning Corp
Michigan
$4.23M -$6K -111 -0.1%
Goldman Sachs
36
Goldman Sachs
New York
$3.99M -$10.7M -197,726 -73%
WMA
37
Wealth Management Associates
New Jersey
$3.84M -$66.9K -1,236 -2%
CAS
38
Coppell Advisory Solutions
Texas
$3.81M +$1.75M +32,714 +85%
CASC
39
Coppell Advisory Solutions Corp
Texas
$3.81M +$1.75M +32,714 +85%
BWS
40
Buck Wealth Strategies
Colorado
$3.74M +$3.74M +68,840 New
SPIA
41
Steward Partners Investment Advisory
New York
$3.72M +$159K +2,941 +4%
Lido Advisors
42
Lido Advisors
California
$3.51M +$118K +2,182 +3%
KAS
43
Kestra Advisory Services
Texas
$3.46M -$2.2M -40,628 -39%
PWP
44
Pursue Wealth Partners
California
$3.41M +$1.08M +20,000 +46%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$3.4M -$13.8K -256 -0.4%
AAS
46
Avantax Advisory Services
Texas
$3.24M -$137K -2,535 -4%
CCA
47
Cottonwood Capital Advisors
Utah
$3.22M -$7.9K -146 -0.2%
HCM
48
Hengehold Capital Management
Ohio
$3.2M +$8.82K +163 +0.3%
HIS
49
Harvest Investment Services
Illinois
$3.09M +$81.7K +1,510 +3%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$2.99M -$8.6K -159 -0.3%
1
2
3 4 5