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First Trust NASDAQ Technology Dividend Index Fund

130 hedge funds and large institutions have $407M invested in First Trust NASDAQ Technology Dividend Index Fund in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

4% more capital invested

Capital invested by funds: $391M → $407M (+$16.9M)

0.79% more ownership

Funds ownership: 39.55%40.35% (+0.79%)

1% more funds holding

Funds holding: 129130 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
49
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Atlas Capital Advisors
Wyoming
$384K
Baird Financial Group
77
Baird Financial Group
Wisconsin
$372K -$186K -4,701 -34%
IA
78
IFG Advisory
Georgia
$369K +$365K +9,214 New
Citigroup
79
Citigroup
New York
$366K -$35.3K -892 -9%
SHA
80
Seneca House Advisors
Virginia
$366K -$1.98K -50 -0.5%
MFS
81
Madrona Financial Services
Washington
$344K -$5.93K -150 -2%
MF
82
Madrona Funds
Washington
$344K +$340K +8,585 New
RJT
83
Raymond James Trust
Florida
$343K
RG
84
Rikoon Group
New Mexico
$341K +$3.96K +100 +1%
SFS
85
Sowell Financial Services
Arkansas
$330K +$325K +8,215 New
M&T Bank
86
M&T Bank
New York
$310K
RWMH
87
Riverpoint Wealth Management Holdings
Illinois
$295K -$2.29K -58 -0.8%
1IA
88
1834 Investment Advisors
Wisconsin
$294K
AAS
89
Avantax Advisory Services
Texas
$285K -$8.35K -211 -3%
MA
90
Mutual Advisors
Nebraska
$277K -$127K -3,198 -32%
NFG
91
Next Financial Group
Texas
$253K +$54.6K +1,380 +28%
Northern Trust
92
Northern Trust
Illinois
$235K
OIA
93
OneDigital Investment Advisors
Kansas
$227K -$126K -3,177 -36%
SPC
94
Sigma Planning Corp
Michigan
$225K +$222K +5,605 New
ONB
95
Old National Bancorp
Indiana
$207K
NL
96
NVWM LLC
Pennsylvania
$204K
ASN
97
Advisory Services Network
Georgia
$191K
GWM
98
Geneos Wealth Management
Colorado
$191K +$2.41K +61 +1%
US Bancorp
99
US Bancorp
Minnesota
$187K -$407K -10,298 -69%
BWA
100
BDO Wealth Advisors
Florida
$184K

TDIV Hedge Fund Activity: Q3 2019 in Review

130 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2019, worth a combined $407M — up 4.3% from $391M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TDIV positions and 12 closed out — a net gain of 2 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was BB&T Securities, adding an estimated $8.95M. The largest seller was Bank of America, cutting an estimated $6.17M.

  • 130 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2019, up from 129 in Q2 2019.
  • Funds reported $407M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2019, up 4.3% quarter-over-quarter.
  • 14 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2019 and 12 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2019 was BB&T Securities, an estimated $8.95M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2019 was Bank of America, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2019.