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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

190 hedge funds and large institutions have $707M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
60
Reduced
66
Closed
15
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$542K

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$7.72M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$5.79M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.94M
4
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$4.68M
5
LPL Financial
5
LPL Financial
California
$38.6M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$147K
2
UBS Group
2
UBS Group
Switzerland
$39.7M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.93M
5
BA
5
Ballew Advisors
Mississippi
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
76
MTM Investment Management
South Carolina
$795K – – –
EW
77
Element Wealth
Mississippi
$783K – – –
CG
78
Colony Group
Massachusetts
$744K -$35.5K -620 -5%
CAN
79
Cetera Advisor Networks
California
$743K +$355K +6,191 +91%
IWC
80
Integrated Wealth Concepts
Massachusetts
$730K +$730K +12,729 New
EH
81
Equitable Holdings
New York
$722K -$17.2K -300 -2%
AFS
82
Access Financial Services
Minnesota
$722K +$7.74K +135 +1%
WS
83
Wedbush Securities
California
$699K -$17.2K -300 -2%
AWA
84
Arkadios Wealth Advisors
Georgia
$690K +$123K +2,146 +22%
TA
85
TFG Advisers
Michigan
$679K -$1.15K -20 -0.2%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$657K -$106K -1,856 -14%
KM
87
Kalos Management
Georgia
$596K +$41.7K +718 +8%
EWM
88
EPG Wealth Management
Georgia
$592K +$54.1K +944 +10%
JWCA
89
J.W. Cole Advisors
Florida
$573K +$23.3K +407 +4%
Citigroup
90
Citigroup
New York
$559K +$4.18K +73 +0.8%
MMA
91
Miracle Mile Advisors
California
$559K +$181K +3,159 +48%
LFF
92
Level Four Financial
Texas
$538K -$320K -5,588 -37%
NFG
93
Next Financial Group
Texas
$523K -$1.95K -34 -0.4%
LCM
94
LVM Capital Management
Michigan
$512K – – –
ACA
95
Atlas Capital Advisors
Wyoming
$505K – – –
MA
96
Mutual Advisors
Nebraska
$472K +$27.4K +479 +6%
FHC
97
First Heartland Consultants
Missouri
$470K -$139K -2,428 -23%
WW
98
Waterfront Wealth
Kansas
$452K -$20.3K -355 -4%
CAL
99
Capital Advisors Ltd
Ohio
$446K +$215K +3,754 +93%
HIA
100
Harbor Investment Advisory
Maryland
$442K -$12K -210 -3%
2 3
4
5 6