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First Trust NASDAQ Technology Dividend Index Fund

326 hedge funds and large institutions have $1.64B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $1.5B → $1.64B (+$138M)

7% more funds holding

Funds holding: 306326 (+20)

0.15% more ownership

Funds ownership: 56.95%57.1% (+0.15%)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
326
Holders Change
+20
Holders Change %
+6.54%
% of All Funds
4.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
46
Increased
105
Reduced
116
Closed
23
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
51
Wealth Management Associates
New Jersey
$4.97M -$33.5K -437 -0.7%
HCM
52
Hengehold Capital Management
Ohio
$4.76M +$149K +1,950 +3%
Goldman Sachs
53
Goldman Sachs
New York
$4.67M +$2.25M +29,364 +102%
AWM
54
AE Wealth Management
Kansas
$4.49M +$401K +5,229 +10%
GDP
55
Great Diamond Partners
Maine
$4.41M -$513K -6,694 -11%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$4.39M +$1.17M +15,223 +39%
TSWM
57
Tyler-Stone Wealth Management
Ohio
$4.05M +$1.81M +23,619 +88%
Truist Financial
58
Truist Financial
North Carolina
$4M +$61.1K +797 +2%
HIS
59
Harvest Investment Services
Illinois
$4M +$181K +2,360 +5%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$3.89M +$306 +4 +0%
DWM
61
Defined Wealth Management
Oregon
$3.8M +$31.6K +412 +0.9%
3AM
62
3EDGE Asset Management
Florida
$3.77M +$3.6M +46,952 New
HighTower Advisors
63
HighTower Advisors
Illinois
$3.71M -$35.5K -463 -1%
PFS
64
Prospera Financial Services
Texas
$3.69M +$173K +2,255 +5%
SCA
65
Snowden Capital Advisors
New York
$3.59M +$90.9K +1,187 +3%
CCA
66
Cottonwood Capital Advisors
Utah
$3.5M -$270K -3,519 -7%
MML Investors Services
67
MML Investors Services
Massachusetts
$3.43M +$455K +5,935 +16%
MSFS
68
Main Street Financial Solutions
Pennsylvania
$3.39M -$47.8K -624 -1%
IA
69
IFP Advisors
Florida
$3.33M -$61.1K -797 -2%
P
70
&Partners
Tennessee
$3.26M +$2.86M +37,300 +1,130%
IWM
71
Iams Wealth Management
Nebraska
$3.15M +$329K +4,289 +12%
JP Morgan Chase
72
JP Morgan Chase
New York
$3.13M -$2.98M -38,900 -50%
CAL
73
Capital Advisors Ltd
Ohio
$3.1M +$168K +2,192 +6%
Lido Advisors
74
Lido Advisors
California
$3.04M -$152K -1,982 -5%
RCA
75
Ranch Capital Advisors
Florida
$2.99M -$612K -7,989 -18%

TDIV Hedge Fund Activity: Q3 2024 in Review

326 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2024, worth a combined $1.64B — up 9.2% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TDIV positions and 23 closed out — a net gain of 23 holders — while 105 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.42M.

  • 326 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $1.64B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2024 and 23 closed out, a net change of +23 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2024 was Morgan Stanley, an estimated $13.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2024.