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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

264 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 18 closing their positions.

Holders
264
Holders Change
+12
Holders Change %
+4.76%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
33
Increased
100
Reduced
90
Closed
18
Calls
$1.96M
Puts
–
Net Calls
+$1.96M
Net Calls Change
+$677K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$256M
2
UBS Group
2
UBS Group
Switzerland
$69.4M
3
CAM
3
Concorde Asset Management
Michigan
$9.72M
4
Wells Fargo
4
Wells Fargo
California
$90M
5
LPL Financial
5
LPL Financial
California
$120M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.4M
3
BWS
3
Buck Wealth Strategies
Colorado
$0
4
Lido Advisors
4
Lido Advisors
California
$0
5
SPC
5
Sigma Planning Corp
Michigan
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$8.24M 128,629 -7,839 -6%
BCI
27
Brinker Capital Investments
Pennsylvania
$7.92M 125,719 +1,087 +0.9%
OPS
28
Orion Portfolio Solutions
Nebraska
$7.92M 125,719 +1,087 +0.9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$7.63M 119,007 +9,033 +8%
PVI
30
Pine Valley Investments
New Jersey
$7.54M 117,615 -5,344 -4%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$6.7M 104,537 -133 -0.1%
PWG
32
Private Wealth Group
Florida
$6.49M 101,232 +2,436 +2%
AWS
33
Atria Wealth Solutions
New York
$6.45M 100,599 -51,580 -34%
NA
34
NewEdge Advisors
Louisiana
$5.91M 89,606 +21,706 +32%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$5.3M 82,648 +28,228 +52%
RSWM
36
Robertson Stephens Wealth Management
California
$4.98M 77,689 +27,210 +54%
SPIA
37
Steward Partners Investment Advisory
New York
$4.87M 75,928 -112 -0.1%
CAS
38
Coppell Advisory Solutions
Texas
$4.85M 75,602 +37,119 +96%
AAS
39
Avantax Advisory Services
Texas
$4.51M 70,294 -11,656 -14%
PWP
40
Pursue Wealth Partners
California
$4.45M 69,427 +1,000 +1%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$4.44M 69,282 -2,764 -4%
AWM
42
AE Wealth Management
Kansas
$4.43M 66,384 -183,544 -73%
WMA
43
Wealth Management Associates
New Jersey
$4.24M 66,110 -1,752 -3%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$4.15M 64,810 +5,121 +9%
GDP
45
Great Diamond Partners
Maine
$4.07M 63,539 +9,873 +18%
KAS
46
Kestra Advisory Services
Texas
$3.97M 61,876 +6,286 +11%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.96M 61,851 +29,240 +90%
SCA
48
Snowden Capital Advisors
New York
$3.89M 60,756 -1,053 -2%
Truist Financial
49
Truist Financial
North Carolina
$3.87M 60,320 -592 -1%
HCM
50
Hengehold Capital Management
Ohio
$3.77M 58,781 +72 +0.1%
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