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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$11.4M -$82.1K -1,025 -0.7%
AssetMark Inc
27
AssetMark Inc
California
$10.8M +$2M +24,950 +22%
BCI
28
Brinker Capital Investments
Pennsylvania
$10.2M +$366K +4,573 +4%
OPS
29
Orion Portfolio Solutions
Nebraska
$10.2M +$366K +4,573 +4%
CAM
30
Concorde Asset Management
Michigan
$9.85M +$437K +5,456 +5%
AWM
31
Avaii Wealth Management
Wisconsin
$9.34M +$355K +4,436 +4%
SWP
32
Stratos Wealth Partners
Ohio
$9.04M -$178K -2,217 -2%
BEI
33
Benjamin Edwards Inc
Missouri
$8.44M +$725K +9,052 +9%
RSWM
34
Robertson Stephens Wealth Management
California
$8.41M +$367K +4,578 +4%
PVI
35
Pine Valley Investments
New Jersey
$8.38M -$29.7K -371 -0.3%
SPC
36
Sigma Planning Corp
Michigan
$8.36M +$353K +4,401 +4%
CA
37
Crumly & Associates
Illinois
$8.19M +$517K +6,453 +7%
AWS
38
Atria Wealth Solutions
New York
$8M +$753K +9,394 +10%
PWG
39
Private Wealth Group
Florida
$7.86M +$125K +1,560 +2%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$6.94M +$869K +10,851 +14%
PWP
41
Pursue Wealth Partners
California
$6.05M +$149K +1,860 +2%
CAS
42
Coppell Advisory Solutions
Texas
$5.87M +$399K +4,981 +7%
SPIA
43
Steward Partners Investment Advisory
New York
$5.86M +$2.64K +33 +0%
KAS
44
Kestra Advisory Services
Texas
$5.73M +$753K +9,398 +15%
AAS
45
Avantax Advisory Services
Texas
$5.55M -$34.1K -426 -0.6%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$5.55M -$4.35M -54,300 -44%
HI
47
Harbour Investments
Wisconsin
$5.45M +$421K +5,250 +8%
Truist Financial
48
Truist Financial
North Carolina
$5.03M +$1.14M +14,254 +29%
WMA
49
Wealth Management Associates
New Jersey
$4.87M +$12K +150 +0.2%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$4.72M -$292K -3,648 -6%

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.