We are live on ! Find out more
TDIV icon

First Trust NASDAQ Technology Dividend Index Fund

78 hedge funds and large institutions have $267M invested in First Trust NASDAQ Technology Dividend Index Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more capital invested

Capital invested by funds: $266M → $267M (+$777K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.4% less ownership

Funds ownership: 37.64%37.25% (-0.4%)

6% less funds holding

Funds holding: 8378 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
29
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
LVM Capital Management
Michigan
$282K -$796 -25 -0.3%
FAAS
52
First Allied Advisory Services
California
$276K +$10.7K +337 +4%
BIA
53
Biondo Investment Advisors
Pennsylvania
$242K +$238K +7,475 New
Lido Advisors
54
Lido Advisors
California
$234K +$217K +6,828 New
Creative Planning
55
Creative Planning
Kansas
$226K -$90.4K -2,838 -29%
FHC
56
First Heartland Consultants
Missouri
$226K
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$187K -$11.5K -360 -6%
SG Americas Securities
58
SG Americas Securities
New York
$186K +$33.1K +1,039 +22%
GWM
59
Geneos Wealth Management
Colorado
$157K +$32 +1 +0%
NFG
60
Next Financial Group
Texas
$56K
HR
61
Howe & Rusling
New York
$50K
SEI Investments
62
SEI Investments
Pennsylvania
$32K -$210K -6,582 -87%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$32K
NSIM
64
North Star Investment Management
Illinois
$26K +$159 +5 +0.6%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24K +$3.22K +101 +16%
WIM
66
Westside Investment Management
California
$23K
LC
67
Landaas & Company
Wisconsin
$21K +$20.9K +656 New
JCM
68
Jacobi Capital Management
Pennsylvania
$20K +$1.59K +50 +9%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$10K +$9.55K +300 New
HT
70
Hefren-Tillotson
Pennsylvania
$9K -$7.96K -250 -46%
AF
71
Allworth Financial
California
$6K
DBT
72
Dubuque Bank & Trust
Iowa
$5K
MIFH
73
Migdal Insurance & Financial Holdings
Israel
$5K +$5.03K +158 New
AA
74
AlphaMark Advisors
Kentucky
$4K -$3.18K -100 -45%
SPIA
75
Steward Partners Investment Advisory
New York
$4K

TDIV Hedge Fund Activity: Q3 2017 in Review

78 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2017, worth a combined $267M — up 0.29% from $266M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TDIV and 6 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 29 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.61M. The largest seller was Bank of America, cutting an estimated $6.19M.

  • 78 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2017, down from 83 in Q2 2017.
  • Funds reported $267M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2017, up 0.29% quarter-over-quarter.
  • 6 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2017 and 9 closed out, a net change of -3 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2017 was Goldman Sachs, an estimated $1.61M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2017 was Bank of America, an estimated $6.19M sold.

Based on aggregated 13F filings for Q3 2017.