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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

227 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, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
3.59%
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
60
Closed
17
Calls
$914K
Puts
–
Net Calls
+$914K
Net Calls Change
-$48K

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$31.5M
2
Ameriprise
2
Ameriprise
Minnesota
$22.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
Bank of America
4
Bank of America
North Carolina
$97.3M
5
AWM
5
Aprio Wealth Management
Georgia
$7.47M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$0
2
SAM
2
Synergy Asset Management
Washington
$0
3
Wells Fargo
3
Wells Fargo
California
$68.8M
4
LPL Financial
4
LPL Financial
California
$41.3M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MTWM
51
Masso Torrence Wealth Management
New Jersey
$2.8M +$1.84M +31,260 +192%
CCA
52
Clearwater Capital Advisors
Illinois
$2.72M -$4.6K -78 -0.2%
BCI
53
Brinker Capital Investments
Pennsylvania
$2.6M +$78.4K +1,329 +3%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$2.34M +$194K +3,296 +9%
RCA
55
Ranch Capital Advisors
Florida
$2.27M +$8.72K +148 +0.4%
KWM
56
Kaydan Wealth Management
Michigan
$2.23M +$22.3K +379 +1%
OPS
57
Orion Portfolio Solutions
Nebraska
$2.19M -$172K -2,917 -7%
FPWM
58
FSB Premier Wealth Management
Iowa
$1.95M +$1.95M +34,814 New
BA
59
Ballew Advisors
Mississippi
$1.91M -$16.2K -286 -0.8%
IA
60
IFP Advisors
Florida
$1.87M +$1.86M +50,805 +22,580%
FHC
61
First Heartland Consultants
Missouri
$1.82M +$1.33M +22,570 +274%
TSWM
62
Tyler-Stone Wealth Management
Ohio
$1.8M +$854K +14,497 +90%
GSWM
63
Golden State Wealth Management
California
$1.77M +$126K +2,134 +8%
PA
64
PSI Advisors
Florida
$1.73M +$582K +9,873 +51%
EH
65
Equitable Holdings
New York
$1.72M +$537K +9,115 +45%
AAS
66
Avantax Advisory Services
Texas
$1.71M +$566K +9,589 +49%
MIAN
67
Mariner Independent Advisor Network
Kansas
$1.71M +$952K +16,307 +126%
PWP
68
Pursue Wealth Partners
California
$1.7M -$28.8K -500 -2%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.66M +$3.24K +55 +0.2%
CWM
70
Connecticut Wealth Management
Connecticut
$1.63M – – –
GIA
71
Gladstone Institutional Advisory
Florida
$1.61M +$15.9K +270 +1%
OC
72
Oppenheimer & Co
New York
$1.57M -$97.9K -1,661 -6%
SAM
73
SignalPoint Asset Management
Missouri
$1.55M +$1.55M +26,315 New
DFA
74
DHJJ Financial Advisors
Illinois
$1.52M -$1.81K -31 -0.1%
WWM
75
WT Wealth Management
Arizona
$1.49M -$151K -2,564 -9%
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