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First Trust NASDAQ Technology Dividend Index Fund

191 hedge funds and large institutions have $712M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $707M → $712M (+$5.39M)

0.72% more ownership

Funds ownership: 43.35%44.07% (+0.72%)

1% more funds holding

Funds holding: 190191 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
77
Reduced
55
Closed
13
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
-$288K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$1.99M +$113K +1,942 +6%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.95M +$53.3K +920 +3%
KWM
53
Kingsview Wealth Management
Oregon
$1.82M +$822K +14,181 +78%
WWM
54
WT Wealth Management
Arizona
$1.68M -$119K -2,052 -6%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$1.67M +$759K +13,105 +79%
OC
56
Oppenheimer & Co
New York
$1.66M +$156K +2,690 +10%
CWM
57
Connecticut Wealth Management
Connecticut
$1.56M +$2.9K +50 +0.2%
GSWM
58
Golden State Wealth Management
California
$1.5M +$99.1K +1,710 +7%
FAIM
59
Financial Advocates Investment Management
Washington
$1.49M +$692K +11,944 +82%
DFA
60
DHJJ Financial Advisors
Illinois
$1.47M -$15.4K -265 -1%
GIA
61
Gladstone Institutional Advisory
Florida
$1.41M -$88.4K -1,526 -6%
FWP
62
FAS Wealth Partners
Kansas
$1.38M -$61.4K -1,060 -4%
CA
63
Cetera Advisors
Colorado
$1.27M +$170K +2,939 +15%
GDP
64
Great Diamond Partners
Maine
$1.26M -$5.33K -92 -0.4%
ACG
65
Allen Capital Group
Nebraska
$1.18M -$48.8K -843 -4%
Goldman Sachs
66
Goldman Sachs
New York
$1.12M +$1.15M +19,868 New
FTUS
67
Flow Traders U.S.
New York
$1.08M -$229K -3,946 -17%
BIA
68
Biondo Investment Advisors
Pennsylvania
$1.02M +$13K +225 +1%
AAS
69
Avantax Advisory Services
Texas
$987K -$232K -4,001 -19%
MIAN
70
Mariner Independent Advisor Network
Kansas
$922K -$4.17K -72 -0.4%
FAN
71
Financial Advisors Network
California
$896K +$863K +14,895 New
SG
72
StoneX Group
New York
$847K +$33K +569 +4%
EH
73
Equitable Holdings
New York
$815K +$107K +1,838 +15%
MIM
74
MTM Investment Management
South Carolina
$783K
VF
75
Virtu Financial
New York
$781K -$1.09M -18,859 -58%

TDIV Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2021, worth a combined $712M — up 0.76% from $707M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TDIV positions and 13 closed out — a net gain of 2 holders — while 77 added to existing stakes and 55 trimmed.

The largest buyer was Truist Financial, adding an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $5.92M.

  • 191 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2021, up from 190 in Q2 2021.
  • Funds reported $712M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2021, up 0.76% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2021 and 13 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2021 was Truist Financial, an estimated $12M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2021 was Wells Fargo, an estimated $5.92M sold.

Based on aggregated 13F filings for Q3 2021.