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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hengehold Capital Management
Ohio
$4.62M -$32K -400 -0.7%
AWM
52
AE Wealth Management
Kansas
$4.29M -$99.9K -1,247 -2%
GDP
53
Great Diamond Partners
Maine
$4.23M -$77K -961 -2%
SCA
54
Snowden Capital Advisors
New York
$4.09M +$591K +7,372 +16%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$3.92M +$4.01M +50,000 New
MML Investors Services
56
MML Investors Services
Massachusetts
$3.88M +$538K +6,719 +16%
HIS
57
Harvest Investment Services
Illinois
$3.87M -$40.9K -511 -1%
TSWM
58
Tyler-Stone Wealth Management
Ohio
$3.75M -$209K -2,604 -5%
DWM
59
Defined Wealth Management
Oregon
$3.72M +$1.04K +13 +0%
P
60
&Partners
Tennessee
$3.63M +$404K +5,038 +12%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.59M -$38.9K -486 -1%
PAS
62
Park Avenue Securities
New York
$3.58M +$1.95M +24,355 +115%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$3.58M -$229K -2,856 -6%
JP Morgan Chase
64
JP Morgan Chase
New York
$3.44M +$389K +4,852 +12%
PFS
65
Prospera Financial Services
Texas
$3.4M -$207K -2,583 -6%
Mariner
66
Mariner
Kansas
$3.35M +$786K +9,806 +30%
CCA
67
Cottonwood Capital Advisors
Utah
$3.33M -$95.3K -1,189 -3%
AI
68
Atria Investments
North Carolina
$3.32M +$604K +7,542 +22%
QWM
69
Quadcap Wealth Management
Texas
$3.3M +$442K +5,512 +15%
IA
70
IFP Advisors
Florida
$3.28M +$24.8K +310 +0.7%
FAIM
71
Financial Advocates Investment Management
Washington
$3.25M +$341K +4,256 +11%
IWM
72
Iams Wealth Management
Nebraska
$3.23M +$158K +1,974 +5%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$3.23M -$82.4K -1,028 -2%
BWA
74
BlueChip Wealth Advisors
Georgia
$3.18M +$334K +4,163 +11%
HPC
75
Hobart Private Capital
North Carolina
$3.18M +$343K +4,279 +12%

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.