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First Trust NASDAQ Technology Dividend Index Fund

191 hedge funds and large institutions have $712M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $707M → $712M (+$5.39M)

0.72% more ownership

Funds ownership: 43.35%44.07% (+0.72%)

1% more funds holding

Funds holding: 190191 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
77
Reduced
55
Closed
13
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
-$288K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
76
Element Wealth
Mississippi
$772K
CG
77
Colony Group
Massachusetts
$733K
CAN
78
Cetera Advisor Networks
California
$705K -$27.6K -476 -4%
AFS
79
Access Financial Services
Minnesota
$704K -$7.76K -134 -1%
CAL
80
Capital Advisors Ltd
Ohio
$698K +$265K +4,578 +59%
MFS
81
Madrona Financial Services
Washington
$698K +$422K +7,280 +143%
TA
82
TFG Advisers
Michigan
$685K +$16K +276 +2%
WS
83
Wedbush Securities
California
$652K -$37.3K -644 -5%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$609K -$39.5K -682 -6%
MMA
85
Miracle Mile Advisors
California
$579K +$28.9K +499 +5%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$577K +$303K +5,223 +105%
EWM
87
EPG Wealth Management
Georgia
$540K -$44.6K -770 -7%
LFF
88
Level Four Financial
Texas
$538K +$8.23K +142 +2%
KM
89
Kalos Management
Georgia
$522K -$92.3K -1,592 -16%
NFG
90
Next Financial Group
Texas
$511K -$3.59K -62 -0.7%
LCM
91
LVM Capital Management
Michigan
$501K -$3.48K -60 -0.7%
ACA
92
Atlas Capital Advisors
Wyoming
$498K
GCA
93
Genesee Capital Advisors
New York
$481K +$494K +8,522 New
PTP
94
Platform Technology Partners
New York
$465K +$43.7K +754 +10%
EFSCE
95
Enterprise Financial Services Corp (EFSC)
Missouri
$463K +$81.1K +1,400 +21%
MA
96
Mutual Advisors
Nebraska
$462K -$3.65K -63 -0.8%
AAMA
97
Advanced Asset Management Advisors
Ohio
$453K +$22.3K +385 +5%
WW
98
Waterfront Wealth
Kansas
$450K +$4.92K +85 +1%
ONB
99
Old National Bancorp
Indiana
$441K +$153K +2,645 +51%
HIA
100
Harbor Investment Advisory
Maryland
$430K -$5.79K -100 -1%

TDIV Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2021, worth a combined $712M — up 0.76% from $707M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TDIV positions and 13 closed out — a net gain of 2 holders — while 77 added to existing stakes and 55 trimmed.

The largest buyer was Truist Financial, adding an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $5.92M.

  • 191 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2021, up from 190 in Q2 2021.
  • Funds reported $712M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2021, up 0.76% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2021 and 13 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2021 was Truist Financial, an estimated $12M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2021 was Wells Fargo, an estimated $5.92M sold.

Based on aggregated 13F filings for Q3 2021.