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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

305 hedge funds and large institutions have $1.5B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 104 reducing their positions, and 12 closing their positions.

Holders
305
Holders Change
+25
Holders Change %
+8.93%
% of All Funds
4.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
41
Increased
108
Reduced
104
Closed
12
Calls
$741K
Puts
–
Net Calls
+$741K
Net Calls Change
-$1.2M

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$13.8M
2
EFG
2
Ethos Financial Group
Pennsylvania
$9.37M
3
NA
3
NewEdge Advisors
Louisiana
$16.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$28.4M
5
Wells Fargo
5
Wells Fargo
California
$121M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$22.7M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$10.5M 138,254 +23,109 +20%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.1M 133,981 +10,423 +8%
BCI
28
Brinker Capital Investments
Pennsylvania
$9.55M 126,266 +229 +0.2%
OPS
29
Orion Portfolio Solutions
Nebraska
$9.55M 126,266 +229 +0.2%
EFG
30
Ethos Financial Group
Pennsylvania
$9.37M 123,880 +123,880 New
CAM
31
Concorde Asset Management
Michigan
$9.34M 123,502 -27,950 -18%
SWP
32
Stratos Wealth Partners
Ohio
$8.75M 115,691 -6,756 -6%
PVI
33
Pine Valley Investments
New Jersey
$8.27M 109,311 -6,171 -5%
SPC
34
Sigma Planning Corp
Michigan
$8.09M 106,939 -2,983 -3%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$7.68M 101,472 -3,319 -3%
PWG
36
Private Wealth Group
Florida
$7.56M 99,901 -866 -0.9%
AssetMark Inc
37
AssetMark Inc
California
$7.48M 98,856 +18,946 +24%
RSWM
38
Robertson Stephens Wealth Management
California
$7.43M 98,158 +3,731 +4%
AWS
39
Atria Wealth Solutions
New York
$6.82M 90,090 -20,790 -19%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$5.89M 77,878 -4,975 -6%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$5.75M 75,948 -1,400 -2%
PWP
42
Pursue Wealth Partners
California
$5.68M 75,084 +3,522 +5%
SPIA
43
Steward Partners Investment Advisory
New York
$5.62M 74,328 -288 -0.4%
AAS
44
Avantax Advisory Services
Texas
$5.51M 72,879 +3,991 +6%
KAS
45
Kestra Advisory Services
Texas
$5.49M 72,614 +3,849 +6%
WP
46
WealthPLAN Partners
Nebraska
$5.3M 70,024 +980 +1%
CAS
47
Coppell Advisory Solutions
Texas
$5.23M 69,108 +69,108 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$4.86M 64,292 -8,113 -11%
WMA
49
Wealth Management Associates
New Jersey
$4.72M 62,352 – –
GDP
50
Great Diamond Partners
Maine
$4.66M 61,628 -912 -1%
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