We are live on ! Find out more
TDIV icon

First Trust NASDAQ Technology Dividend Index Fund

83 hedge funds and large institutions have $266M invested in First Trust NASDAQ Technology Dividend Index Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

11% more funds holding

Funds holding: 7583 (+8)

7% more capital invested

Capital invested by funds: $250M → $266M (+$16.3M)

0.04% more ownership

Funds ownership: 37.6%37.64% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
39
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
51
Ruggie Capital Group
Florida
$296K +$302K +9,500 New
HFS
52
HL Financial Services
Kentucky
$294K +$14.2K +445 +5%
LCM
53
LVM Capital Management
Michigan
$272K -$3.34K -105 -1%
FAAS
54
First Allied Advisory Services
California
$256K +$261K +8,201 New
SEI Investments
55
SEI Investments
Pennsylvania
$236K +$241K +7,569 New
VKH
56
Virtu KCG Holdings
New York
$233K +$238K +7,482 New
FHC
57
First Heartland Consultants
Missouri
$217K -$150K -4,725 -40%
AIA
58
Allegis Investment Advisors
Idaho
$211K -$57.8K -1,816 -21%
Citadel Advisors
59
Citadel Advisors
Florida
$207K +$211K +6,637 New
WA
60
WFG Advisors
Texas
$199K -$17.4K -546 -8%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$191K -$9.55K -300 -5%
GWM
62
Geneos Wealth Management
Colorado
$151K -$39.8K -1,250 -20%
SG Americas Securities
63
SG Americas Securities
New York
$147K +$150K +4,715 New
NA
64
NewEdge Advisors
Louisiana
$62.8K +$63.9K +2,008 New
NFG
65
Next Financial Group
Texas
$53K
HR
66
Howe & Rusling
New York
$48K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$31K +$1.56K +49 +5%
DADC
68
D.A. Davidson & Co
Montana
$29K -$15.9K -500 -34%
NSIM
69
North Star Investment Management
Illinois
$25K +$191 +6 +0.8%
WIM
70
Westside Investment Management
California
$21.9K +$12.7K +400 +133%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$32 +1 +0.2%
JCM
72
Jacobi Capital Management
Pennsylvania
$18K +$18K +566 New
HT
73
Hefren-Tillotson
Pennsylvania
$16K +$17.3K +545 New
AA
74
AlphaMark Advisors
Kentucky
$7K
AF
75
Allworth Financial
California
$6K

TDIV Hedge Fund Activity: Q2 2017 in Review

83 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2017, worth a combined $266M — up 6.5% from $250M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TDIV positions and 4 closed out — a net gain of 9 holders — while 39 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $13.2M. The largest seller was UBS Group, cutting an estimated $2.06M.

  • 83 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2017, up from 75 in Q1 2017.
  • Funds reported $266M of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 13 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2017 and 4 closed out, a net change of +9 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2017 was Bank of America, an estimated $13.2M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2017 was UBS Group, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2017.