TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

245 hedge funds and large institutions have $934M invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
32
Increased
87
Reduced
87
Closed
17
Calls
$2.22M
Puts
–
Net Calls
+$2.22M
Net Calls Change
+$1.04M

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$20.6M
2
LPL Financial
2
LPL Financial
California
$68.7M
3
AT
3
Arden Trust
Delaware
$8.11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$13.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.99M
3
Ameriprise
3
Ameriprise
Minnesota
$21.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$2.9M +$129K +2,379 +5%
EH
52
Equitable Holdings
New York
$2.86M +$832K +15,379 +41%
Truist Financial
53
Truist Financial
North Carolina
$2.82M +$49.8K +921 +2%
RIA
54
Regal Investment Advisors
Michigan
$2.71M -$425K -7,852 -14%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$2.69M +$916K +16,939 +52%
DWM
56
Defined Wealth Management
Oregon
$2.66M -$210K -3,880 -7%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$2.66M -$5.09K -94 -0.2%
PAG
58
Private Advisor Group
New Jersey
$2.58M -$54.7K -1,011 -2%
FPWM
59
FSB Premier Wealth Management
Iowa
$2.53M -$21K -388 -0.8%
RSWM
60
Robertson Stephens Wealth Management
California
$2.49M +$2.49M +46,105 New
RCA
61
Ranch Capital Advisors
Florida
$2.43M +$60.1K +1,112 +3%
CCA
62
Clearwater Capital Advisors
Illinois
$2.41M -$57.3K -1,060 -2%
SCA
63
Snowden Capital Advisors
New York
$2.31M -$1.17M -21,620 -34%
SAM
64
SignalPoint Asset Management
Missouri
$2.24M +$219K +4,058 +11%
MSFS
65
Main Street Financial Solutions
Pennsylvania
$2.18M +$470K +8,682 +27%
OC
66
Oppenheimer & Co
New York
$2.08M +$652K +12,057 +46%
CA
67
Cetera Advisors
Colorado
$1.98M -$822K -15,195 -29%
CAN
68
Cetera Advisor Networks
California
$1.96M +$421K +7,782 +27%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.87M -$566K -10,438 -23%
Mariner
70
Mariner
Kansas
$1.86M +$508K +9,389 +38%
BA
71
Ballew Advisors
Mississippi
$1.85M -$23.3K -403 -1%
KWM
72
Kaydan Wealth Management
Michigan
$1.78M -$63.4K -1,173 -3%
KPWS
73
Kestra Private Wealth Services
Texas
$1.77M +$71.5K +1,322 +4%
IWM
74
Iams Wealth Management
Nebraska
$1.71M +$710K +13,276 +71%
AI
75
Atria Investments
North Carolina
$1.57M +$1.57M +29,080 New
1 2
3
4 5