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First Trust NASDAQ Technology Dividend Index Fund

228 hedge funds and large institutions have $902M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $840M → $902M (+$62M)

5% more funds holding

Funds holding: 217228 (+11)

2.69% more ownership

Funds ownership: 46.47%49.16% (+2.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
228
Holders Change
+11
Holders Change %
+5.07%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
30
Increased
89
Reduced
61
Closed
17
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
51
Masso Torrence Wealth Management
New Jersey
$2.8M +$1.86M +31,260 +192%
CCA
52
Clearwater Capital Advisors
Illinois
$2.72M -$4.63K -78 -0.2%
BCI
53
Brinker Capital Investments
Pennsylvania
$2.6M +$78.9K +1,329 +3%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$2.34M +$196K +3,296 +9%
RCA
55
Ranch Capital Advisors
Florida
$2.27M +$8.78K +148 +0.4%
KWM
56
Kaydan Wealth Management
Michigan
$2.23M +$22.5K +379 +1%
OPS
57
Orion Portfolio Solutions
Nebraska
$2.19M -$173K -2,917 -7%
FPWM
58
FSB Premier Wealth Management
Iowa
$1.95M +$2.07M +34,814 New
BA
59
Ballew Advisors
Mississippi
$1.91M -$17K -286 -0.8%
IA
60
IFP Advisors
Florida
$1.87M +$3.01M +50,805 +22,580%
FHC
61
First Heartland Consultants
Missouri
$1.81M +$1.34M +22,570 +274%
TSWM
62
Tyler-Stone Wealth Management
Ohio
$1.8M +$860K +14,497 +90%
GSWM
63
Golden State Wealth Management
California
$1.77M +$127K +2,134 +8%
PA
64
PSI Advisors
Florida
$1.73M +$586K +9,873 +51%
EH
65
Equitable Holdings
New York
$1.72M +$541K +9,115 +45%
AAS
66
Avantax Advisory Services
Texas
$1.71M +$569K +9,589 +49%
MIAN
67
Mariner Independent Advisor Network
Kansas
$1.71M +$968K +16,307 +126%
PWP
68
Pursue Wealth Partners
California
$1.7M -$29.7K -500 -2%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.66M +$3.26K +55 +0.2%
CWM
70
Connecticut Wealth Management
Connecticut
$1.63M
GIA
71
Gladstone Institutional Advisory
Florida
$1.61M +$16K +270 +1%
OC
72
Oppenheimer & Co
New York
$1.57M -$98.6K -1,661 -6%
SAM
73
SignalPoint Asset Management
Missouri
$1.55M +$1.56M +26,315 New
DFA
74
DHJJ Financial Advisors
Illinois
$1.51M -$1.84K -31 -0.1%
WWM
75
WT Wealth Management
Arizona
$1.49M -$152K -2,564 -9%

TDIV Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2022, worth a combined $902M — up 7.4% from $840M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TDIV positions and 17 closed out — a net gain of 13 holders — while 89 added to existing stakes and 61 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $31.1M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $6.8M sold.

  • 228 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $902M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2022 and 17 closed out, a net change of +13 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2022 was Miracle Mile Advisors, an estimated $31.1M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2022 was International Assets Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2022.