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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

252 hedge funds and large institutions have $1.08B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
23
Increased
107
Reduced
69
Closed
15
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$4.55M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$55.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.8M
3
PWG
3
Private Wealth Group
Florida
$5.54M
4
CAM
4
Concorde Asset Management
Michigan
$2.62M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$18.5M

Top Sellers

1
AT
1
Arden Trust
Delaware
$9.35M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$6.99M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$7.35M +$46.8K +834 +0.6%
OPS
27
Orion Portfolio Solutions
Nebraska
$6.99M -$2.57M -45,858 -27%
BCI
28
Brinker Capital Investments
Pennsylvania
$6.99M -$2.57M -45,858 -27%
PVI
29
Pine Valley Investments
New Jersey
$6.9M +$75.5K +1,346 +1%
EH
30
Equitable Holdings
New York
$6.36M +$1.11M +19,864 +21%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$6.17M +$557K +9,929 +10%
SPC
32
Sigma Planning Corp
Michigan
$6.14M +$1.15M +20,509 +23%
MAP
33
Milestone Advisory Partners
North Carolina
$5.93M +$447K +7,978 +8%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$5.87M -$297K -5,297 -5%
PWG
35
Private Wealth Group
Florida
$5.54M +$4.11M +73,325 +288%
AR
36
Apeiron RIA
Texas
$5.26M -$1.05M -18,754 -17%
AAS
37
Avantax Advisory Services
Texas
$4.6M +$79.9K +1,425 +2%
BWS
38
Buck Wealth Strategies
Colorado
$4.55M +$279K +4,971 +7%
SPIA
39
Steward Partners Investment Advisory
New York
$4.27M +$141K +2,518 +3%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$4.04M +$906K +16,153 +29%
PWP
41
Pursue Wealth Partners
California
$3.84M -$292K -5,200 -7%
NA
42
NewEdge Advisors
Louisiana
$3.81M +$59.1K +1,053 +2%
WMA
43
Wealth Management Associates
New Jersey
$3.81M -$122K -2,181 -3%
HighTower Advisors
44
HighTower Advisors
Illinois
$3.65M +$1.98M +35,337 +119%
SCA
45
Snowden Capital Advisors
New York
$3.47M -$20.2K -360 -0.6%
Lido Advisors
46
Lido Advisors
California
$3.44M -$671K -11,956 -16%
Truist Financial
47
Truist Financial
North Carolina
$3.42M +$426K +7,594 +14%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$3.35M +$3.35M +59,689 New
HCM
49
Hengehold Capital Management
Ohio
$3.29M -$17.6K -313 -0.5%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$3.24M -$424K -7,562 -12%
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