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First Trust NASDAQ Technology Dividend Index Fund

162 hedge funds and large institutions have $542M invested in First Trust NASDAQ Technology Dividend Index Fund in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more call options, than puts

Call options by funds: $245K | Put options by funds: $210K

8% more capital invested

Capital invested by funds: $501M → $542M (+$40.8M)

6% more funds holding

Funds holding: 153162 (+9)

1.7% more ownership

Funds ownership: 42.06%43.76% (+1.7%)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
19
Increased
50
Reduced
63
Closed
10
Calls
$245K
Puts
$210K
Net Calls
+$35K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
WI
76
Wintrust Investments
Illinois
$581K -$60.6K -1,383 -9%
EFSCE
77
Enterprise Financial Services Corp (EFSC)
Missouri
$548K -$21.9K -500 -4%
TA
78
TFG Advisers
Michigan
$532K -$13.6K -311 -2%
GSWM
79
Golden State Wealth Management
California
$530K +$531K +12,116 New
NFG
80
Next Financial Group
Texas
$508K -$64K -1,461 -11%
WWM
81
Western Wealth Management
Colorado
$493K +$7.58K +173 +2%
SPC
82
Sigma Planning Corp
Michigan
$490K -$193K -4,400 -28%
CAN
83
Cetera Advisor Networks
California
$480K -$1.93K -44 -0.4%
EWM
84
EPG Wealth Management
Georgia
$453K -$48.7K -1,112 -10%
FFN
85
Focus Financial Network
Minnesota
$450K +$44 +1 +0%
LCM
86
LVM Capital Management
Michigan
$447K -$22.1K -505 -5%
Goldman Sachs
87
Goldman Sachs
New York
$444K -$597K -13,621 -57%
Citigroup
88
Citigroup
New York
$443K -$5.48K -125 -1%
SBWM
89
Sunflower Bank Wealth Management
Arizona
$390K -$16.4K -375 -4%
SHA
90
Seneca House Advisors
Virginia
$390K -$1.97K -45 -0.5%
OIA
91
OneDigital Investment Advisors
Kansas
$386K -$27.4K -625 -7%
ACA
92
Atlas Capital Advisors
Wyoming
$386K -$1.01K -23 -0.3%
AAMA
93
Advanced Asset Management Advisors
Ohio
$364K -$18.7K -426 -5%
GCA
94
Genesee Capital Advisors
New York
$363K -$110K -2,502 -23%
MA
95
Mutual Advisors
Nebraska
$359K +$15.3K +350 +4%
HIA
96
Harbor Investment Advisory
Maryland
$358K
VWA
97
Visionary Wealth Advisors
Illinois
$354K -$4.38K -100 -1%
M&T Bank
98
M&T Bank
New York
$338K
1IA
99
1834 Investment Advisors
Wisconsin
$321K
CNB
100
Camden National Bank
Maine
$321K +$33.8K +772 +12%