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First Trust NASDAQ Technology Dividend Index Fund

281 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

6% more funds holding

Funds holding: 265281 (+16)

7% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 100

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$885K)

4.16% less ownership

Funds ownership: 61.18%57.02% (-4.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
107
Reduced
100
Closed
14
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$8.78M +$21.3K +318 +0.3%
OPS
27
Orion Portfolio Solutions
Nebraska
$8.78M +$21.3K +318 +0.3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$8.61M +$304K +4,551 +4%
SWP
29
Stratos Wealth Partners
Ohio
$8.53M -$414K -6,182 -5%
PVI
30
Pine Valley Investments
New Jersey
$8.05M -$143K -2,133 -2%
EH
31
Equitable Holdings
New York
$8.02M -$1.2M -17,965 -13%
AWS
32
Atria Wealth Solutions
New York
$7.73M +$688K +10,281 +10%
SPC
33
Sigma Planning Corp
Michigan
$7.66M +$3.61M +53,964 +96%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$7.3M +$17K +254 +0.2%
NA
35
NewEdge Advisors
Louisiana
$7.04M +$764K +11,425 +13%
PWG
36
Private Wealth Group
Florida
$7.02M -$31.1K -465 -0.5%
RSWM
37
Robertson Stephens Wealth Management
California
$6.58M +$1.12M +16,738 +22%
JP Morgan Chase
38
JP Morgan Chase
New York
$5.77M +$13.7K +205 +0.2%
AssetMark Inc
39
AssetMark Inc
California
$5.57M +$1.52M +22,722 +40%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$5.39M +$839K +12,538 +19%
SPIA
41
Steward Partners Investment Advisory
New York
$5.2M -$87.8K -1,312 -2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$5.04M +$209K +3,123 +5%
PWP
43
Pursue Wealth Partners
California
$4.99M +$143K +2,135 +3%
CASC
44
Coppell Advisory Solutions Corp
Texas
$4.92M +$4.72M +70,621 New
WP
45
WealthPLAN Partners
Nebraska
$4.81M +$4.62M +69,044 New
AAS
46
Avantax Advisory Services
Texas
$4.8M -$94.1K -1,406 -2%
KAS
47
Kestra Advisory Services
Texas
$4.79M +$461K +6,889 +11%
WMA
48
Wealth Management Associates
New Jersey
$4.72M -$251K -3,758 -6%
GDP
49
Great Diamond Partners
Maine
$4.36M -$66.8K -999 -2%
CAN
50
Cetera Advisor Networks
California
$4.06M +$1.18M +17,677 +43%

TDIV Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2024, worth a combined $1.37B — down 0.06% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TDIV positions and 14 closed out — a net gain of 20 holders — while 107 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 281 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2024, up from 265 in Q4 2023.
  • Funds reported $1.37B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2024 was Cetera Advisors, an estimated $18.9M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.