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First Trust NASDAQ Technology Dividend Index Fund

107 hedge funds and large institutions have $352M invested in First Trust NASDAQ Technology Dividend Index Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 101107 (+6)

2% more capital invested

Capital invested by funds: $343M → $352M (+$8.39M)

2.24% less ownership

Funds ownership: 43.72%41.47% (-2.2%)

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
15
Increased
45
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$585K +$38.5K +1,055 +7%
BA
52
BKS Advisors
Michigan
$576K +$328 +9 +0.1%
LFAS
53
Level Four Advisory Services
Texas
$543K -$11K -301 -2%
PVH
54
Psagot Value Holdings
Israel
$519K
RWMH
55
Riverpoint Wealth Management Holdings
Illinois
$473K
BIA
56
Biondo Investment Advisors
Pennsylvania
$457K +$80.1K +2,195 +21%
KSA
57
Ken Stern & Associates
California
$453K +$241K +6,607 +109%
Citigroup
58
Citigroup
New York
$400K -$438 -12 -0.1%
CAN
59
Claraphi Advisory Network
United States
$382K +$17K +467 +5%
RG
60
Rikoon Group
New Mexico
$376K +$394K +10,808 New
NWM
61
Northwest Wealth Management
Iowa
$361K +$27.3K +747 +8%
UR
62
USCA RIA
Texas
$351K +$9.71K +266 +3%
HFS
63
HL Financial Services
Kentucky
$351K +$16.4K +448 +5%
RCG
64
Ruggie Capital Group
Florida
$340K
LCM
65
LVM Capital Management
Michigan
$292K +$1.82K +50 +0.6%
1IA
66
1834 Investment Advisors
Wisconsin
$261K +$107K +2,934 +67%
M&T Bank
67
M&T Bank
New York
$253K -$66.1K -1,811 -20%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$236K +$241K +6,595 New
FHC
69
First Heartland Consultants
Missouri
$217K -$5.47K -150 -2%
AAMA
70
Advanced Asset Management Advisors
Ohio
$201K +$205K +5,611 New
SHA
71
Seneca House Advisors
Virginia
$200K +$204K +5,592 New
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$195K -$10.9K -300 -5%
NL
73
NVWM LLC
Pennsylvania
$175K
BWA
74
BDO Wealth Advisors
Florida
$164K
GWM
75
Geneos Wealth Management
Colorado
$150K +$10.9K +300 +8%

TDIV Hedge Fund Activity: Q1 2018 in Review

107 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2018, worth a combined $352M — up 2.4% from $343M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TDIV positions and 8 closed out — a net gain of 7 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $5.96M. The largest seller was Wells Fargo, cutting an estimated $9.92M.

  • 107 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2018, up from 101 in Q4 2017.
  • Funds reported $352M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2018 and 8 closed out, a net change of +7 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2018 was Hilltop Holdings, an estimated $5.96M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2018 was Wells Fargo, an estimated $9.92M sold.

Based on aggregated 13F filings for Q1 2018.