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First Trust NASDAQ Technology Dividend Index Fund

246 hedge funds and large institutions have $1.09B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 67

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $934M → $1.09B (+$159M)

1.2% more ownership

Funds ownership: 54.43%55.62% (+1.2%)

0% more funds holding

Funds holding: 245246 (+1)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

66% less call options, than puts

Call options by funds: $1.65M | Put options by funds: $4.91M

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
20
Increased
110
Reduced
67
Closed
16
Calls
$1.65M
Puts
$4.91M
Net Calls
-$3.26M
Net Calls Change
-$5.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$7.94M -$152K -2,782 -2%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$7.64M +$562K +10,310 +9%
AWS
28
Atria Wealth Solutions
New York
$7.61M +$604K +11,084 +9%
PVI
29
Pine Valley Investments
New Jersey
$7.13M -$4.63K -85 -0.1%
AR
30
Apeiron RIA
Texas
$6.6M +$83K +1,524 +1%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$6.45M +$142K +2,610 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.87M +$963K +17,679 +21%
MAP
33
Milestone Advisory Partners
North Carolina
$5.73M +$263K +4,827 +5%
EH
34
Equitable Holdings
New York
$5.49M +$2.21M +40,551 +77%
SPC
35
Sigma Planning Corp
Michigan
$5.22M +$585K +10,734 +14%
AAS
36
Avantax Advisory Services
Texas
$4.72M +$1.12M +20,621 +34%
BWS
37
Buck Wealth Strategies
Colorado
$4.49M +$402K +7,372 +11%
PWP
38
Pursue Wealth Partners
California
$4.32M +$572K +10,500 +17%
SPIA
39
Steward Partners Investment Advisory
New York
$4.31M +$255K +4,682 +7%
CAS
40
Coppell Advisory Solutions
Texas
$4.21M +$71.5K +1,313 +2%
WMA
41
Wealth Management Associates
New Jersey
$4.11M -$53.9K -990 -1%
NA
42
NewEdge Advisors
Louisiana
$3.92M -$1.22M -22,383 -25%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$3.84M +$139K +2,560 +4%
Lido Advisors
44
Lido Advisors
California
$3.76M +$451K +8,285 +13%
SCA
45
Snowden Capital Advisors
New York
$3.65M +$1.06M +19,396 +45%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.47M +$3.02M +55,434 +1,468%
HCM
47
Hengehold Capital Management
Ohio
$3.46M -$3.65K -67 -0.1%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$3.28M +$338K +6,196 +12%
KAS
49
Kestra Advisory Services
Texas
$3.27M -$442K -8,111 -13%
CCA
50
Cottonwood Capital Advisors
Utah
$3.27M -$202K -3,706 -6%

TDIV Hedge Fund Activity: Q2 2023 in Review

246 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2023, worth a combined $1.09B — up 17% from $934M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TDIV positions and 16 closed out — a net gain of 4 holders — while 110 added to existing stakes and 67 trimmed.

The largest buyer was LPL Financial, adding an estimated $30.6M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $20.6M sold.

  • 246 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2023, up from 245 in Q1 2023.
  • Funds reported $1.09B of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2023, up 17% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2023 and 16 closed out, a net change of +4 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2023 was LPL Financial, an estimated $30.6M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2023 was Mach-1 Financial Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2023.