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First Trust NASDAQ Technology Dividend Index Fund

162 hedge funds and large institutions have $542M invested in First Trust NASDAQ Technology Dividend Index Fund in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more call options, than puts

Call options by funds: $245K | Put options by funds: $210K

8% more capital invested

Capital invested by funds: $501M → $542M (+$40.8M)

6% more funds holding

Funds holding: 153162 (+9)

1.7% more ownership

Funds ownership: 42.06%43.76% (+1.7%)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
19
Increased
50
Reduced
63
Closed
10
Calls
$245K
Puts
$210K
Net Calls
+$35K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.42M +$7.85K +179 +0.6%
RCA
52
Ranch Capital Advisors
Florida
$1.38M -$2.24K -51 -0.2%
GDP
53
Great Diamond Partners
Maine
$1.16M +$248K +5,650 +27%
ACG
54
Allen Capital Group
Nebraska
$1.15M -$98.8K -2,253 -8%
LFAS
55
Level Four Advisory Services
Texas
$1.13M +$16.4K +375 +1%
SG
56
StoneX Group
New York
$983K +$136K +3,098 +16%
GIA
57
Gladstone Institutional Advisory
Florida
$977K +$15.2K +347 +2%
CG
58
Colony Group
Massachusetts
$966K +$21K +479 +2%
Citadel Advisors
59
Citadel Advisors
Florida
$932K +$715K +16,321 +328%
OC
60
Oppenheimer & Co
New York
$878K -$318K -7,257 -27%
AAS
61
Avantax Advisory Services
Texas
$788K -$2.89K -66 -0.4%
BIA
62
Biondo Investment Advisors
Pennsylvania
$783K +$44K +1,003 +6%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$763K -$436K -9,951 -36%
CA
64
Cetera Advisors
Colorado
$755K -$9.73K -222 -1%
MIAN
65
Mariner Independent Advisor Network
Kansas
$755K +$20.2K +461 +3%
RWMH
66
Riverpoint Wealth Management Holdings
Illinois
$701K -$18.6K -425 -3%
FAIM
67
Financial Advocates Investment Management
Washington
$694K +$46.2K +1,053 +7%
EW
68
Element Wealth
Mississippi
$677K
FHC
69
First Heartland Consultants
Missouri
$634K -$812K -18,532 -56%
T
70
TRUADVICE
Florida
$628K +$618K +14,088 New
ACA
71
Ascension Capital Advisors
Texas
$618K -$4.32M -98,444 -87%
KWM
72
Kingsview Wealth Management
Oregon
$614K +$87.9K +2,006 +17%
KM
73
Kalos Management
Georgia
$612K -$16.3K -372 -3%
IA
74
IFG Advisory
Georgia
$586K -$10.5K -240 -2%
EH
75
Equitable Holdings
New York
$583K -$44.4K -1,013 -7%