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First Trust NASDAQ Technology Dividend Index Fund

234 hedge funds and large institutions have $789M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

15% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $743M → $789M (+$46.7M)

1% more funds holding

Funds holding: 232234 (+2)

1.04% less ownership

Funds ownership: 51.9%50.86% (-1%)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
31
Increased
92
Reduced
80
Closed
25
Calls
$1.18M
Puts
Net Calls
+$1.18M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$2.35M -$254K -5,319 -10%
FPWM
52
FSB Premier Wealth Management
Iowa
$2.26M +$144K +3,010 +7%
CCA
53
Clearwater Capital Advisors
Illinois
$2.18M -$22.9K -480 -1%
BCI
54
Brinker Capital Investments
Pennsylvania
$2.18M +$33.4K +700 +2%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.15M -$440K -9,232 -17%
RCA
56
Ranch Capital Advisors
Florida
$2.09M -$53K -1,112 -2%
PWP
57
Pursue Wealth Partners
California
$2.06M -$281K -5,900 -12%
Citadel Advisors
58
Citadel Advisors
Florida
$1.9M +$713K +14,959 +60%
MMA
59
Miracle Mile Advisors
California
$1.85M -$34.4M -720,588 -95%
CAS
60
Coppell Advisory Solutions
Texas
$1.84M +$1.83M +38,483 New
CASC
61
Coppell Advisory Solutions Corp
Texas
$1.84M +$1.83M +38,483 New
EH
62
Equitable Holdings
New York
$1.8M +$320K +6,711 +22%
SAM
63
SignalPoint Asset Management
Missouri
$1.79M +$296K +6,214 +20%
AIC
64
Ayalon Insurance Company
Israel
$1.71M +$271K +5,689 +25%
BA
65
Ballew Advisors
Mississippi
$1.65M +$23.9K +502 +2%
KWM
66
Kaydan Wealth Management
Michigan
$1.63M -$93.6K -1,964 -5%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$1.57M +$724K +15,194 +87%
MSFS
68
Main Street Financial Solutions
Pennsylvania
$1.51M +$930K +19,510 +160%
KPWS
69
Kestra Private Wealth Services
Texas
$1.5M +$566K +11,882 +61%
CAL
70
Capital Advisors Ltd
Ohio
$1.49M -$316K -6,622 -18%
FHC
71
First Heartland Consultants
Missouri
$1.42M -$115K -2,408 -7%
CAN
72
Cetera Advisor Networks
California
$1.36M +$652K +13,667 +93%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$1.34M -$12.9K -270 -1%
CWM
74
Connecticut Wealth Management
Connecticut
$1.32M -$2.15K -45 -0.2%
ASN
75
Advisory Services Network
Georgia
$1.31M +$448K +9,391 +52%

TDIV Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2022, worth a combined $789M — up 6.3% from $743M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TDIV positions and 25 closed out — a net gain of 6 holders — while 92 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.8M. The largest seller was Miracle Mile Advisors, cutting an estimated $34.4M.

  • 234 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2022, up from 232 in Q3 2022.
  • Funds reported $789M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2022 and 25 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2022 was Goldman Sachs, an estimated $11.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2022 was Miracle Mile Advisors, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2022.