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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

109 hedge funds and large institutions have $326M invested in First Trust NASDAQ Technology Dividend Index Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
13
Increased
39
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$6.54M
2
CWM
Cornerstone Wealth Management
Missouri
+$2.97M
3
UBS Group
UBS Group
Switzerland
+$2.78M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.02M
5
CB
Community Bank
New York
+$1.68M

Top Sellers

1
KFA
Kabarec Financial Advisors
Illinois
-$11.7M
2
RJA
Raymond James & Associates
Florida
-$9.58M
3
HH
Hilltop Holdings
Texas
-$5.85M
4
SAM
Stringer Asset Management
Tennessee
-$5.2M
5
Morgan Stanley
Morgan Stanley
New York
-$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
BKS Advisors
Michigan
$558K -$12.2K -345 -2%
LFAS
52
Level Four Advisory Services
Texas
$539K +$1.67K +47 +0.3%
PAG
53
Private Advisor Group
New Jersey
$522K -$553K -15,535 -51%
PVH
54
Psagot Value Holdings
Israel
$514K – – –
BIA
55
Biondo Investment Advisors
Pennsylvania
$496K +$43.6K +1,230 +10%
FHC
56
First Heartland Consultants
Missouri
$495K +$280K +7,913 +131%
KSA
57
Ken Stern & Associates
California
$483K +$33.8K +953 +8%
RG
58
Rikoon Group
New Mexico
$473K +$90K +2,540 +24%
Citigroup
59
Citigroup
New York
$378K -$18K -508 -5%
CAN
60
Claraphi Advisory Network
United States
$378K -$709 -20 -0.2%
1IA
61
1834 Investment Advisors
Wisconsin
$366K +$108K +3,068 +42%
UR
62
USCA RIA
Texas
$363K +$16K +452 +5%
NWM
63
Northwest Wealth Management
Iowa
$357K – – –
HFS
64
HL Financial Services
Kentucky
$346K -$1.7K -48 -0.5%
RCG
65
Ruggie Capital Group
Florida
$337K – – –
LCM
66
LVM Capital Management
Michigan
$293K +$3.55K +100 +1%
M&T Bank
67
M&T Bank
New York
$264K +$12.6K +355 +5%
RWMH
68
Riverpoint Wealth Management Holdings
Illinois
$242K -$228K -6,417 -48%
SHA
69
Seneca House Advisors
Virginia
$235K +$37.2K +1,050 +19%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$218K -$14.2K -404 -6%
SPIA
71
Steward Partners Investment Advisory
New York
$201K +$189K +5,325 +1,585%
NL
72
NVWM LLC
Pennsylvania
$179K – – –
CWA
73
Clarus Wealth Advisors
Arizona
$172K +$172K +4,816 New
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$170K -$23.4K -660 -12%
BWA
75
BDO Wealth Advisors
Florida
$163K – – –
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3
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