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First Trust NASDAQ Technology Dividend Index Fund

281 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

6% more funds holding

Funds holding: 265281 (+16)

7% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 100

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$885K)

4.16% less ownership

Funds ownership: 61.18%57.02% (-4.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
107
Reduced
100
Closed
14
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$4.06M +$1.28M +19,132 +49%
HighTower Advisors
52
HighTower Advisors
Illinois
$4.01M -$36.9K -552 -0.9%
HCM
53
Hengehold Capital Management
Ohio
$3.94M -$148K -2,210 -4%
GAA
54
Global Assets Advisory
Florida
$3.84M +$17.9M +268,091 New
PAG
55
Private Advisor Group
New Jersey
$3.83M -$60.2K -900 -2%
DWM
56
Defined Wealth Management
Oregon
$3.43M -$11.6K -173 -0.4%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$3.39M -$31.8K -476 -1%
CCA
58
Cottonwood Capital Advisors
Utah
$3.38M -$78.4K -1,172 -2%
HIS
59
Harvest Investment Services
Illinois
$3.31M -$45.4K -678 -1%
AWM
60
AE Wealth Management
Kansas
$3.23M -$1.34M -20,005 -30%
Truist Financial
61
Truist Financial
North Carolina
$3.2M -$962K -14,375 -24%
RIA
62
Regal Investment Advisors
Michigan
$3.2M -$118K -1,758 -4%
SCA
63
Snowden Capital Advisors
New York
$3.1M -$1.09M -16,299 -27%
RCA
64
Ranch Capital Advisors
Florida
$3.08M +$45.8K +684 +2%
FPWM
65
FSB Premier Wealth Management
Iowa
$3.08M -$6.42K -96 -0.2%
IWM
66
Iams Wealth Management
Nebraska
$3.02M -$37.2K -556 -1%
AR
67
Apeiron RIA
Texas
$3M -$570K -8,518 -16%
Lido Advisors
68
Lido Advisors
California
$2.84M +$2.73M +40,801 New
MSFS
69
Main Street Financial Solutions
Pennsylvania
$2.78M -$25.2K -377 -0.9%
ECA
70
Elevated Capital Advisors
Utah
$2.76M +$69.4K +1,037 +3%
OC
71
Oppenheimer & Co
New York
$2.6M +$59.4K +888 +2%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$2.54M -$68.5K -1,024 -3%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$2.51M -$1.3M -19,486 -35%
MML Investors Services
74
MML Investors Services
Massachusetts
$2.48M +$99.5K +1,488 +4%
PFS
75
Prospera Financial Services
Texas
$2.46M +$701K +10,472 +42%

TDIV Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2024, worth a combined $1.37B — down 0.06% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TDIV positions and 14 closed out — a net gain of 20 holders — while 107 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 281 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2024, up from 265 in Q4 2023.
  • Funds reported $1.37B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2024 was Cetera Advisors, an estimated $18.9M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.