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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

216 hedge funds and large institutions have $840M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+26
Holders Change %
+13.68%
% of All Funds
3.34%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
47
Increased
70
Reduced
61
Closed
16
Calls
$962K
Puts
–
Net Calls
+$962K
Net Calls Change
+$98K

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$6.8M
2
SAM
2
Synergy Asset Management
Washington
$5.18M
3
Bank of America
3
Bank of America
North Carolina
$93.4M
4
LPL Financial
4
LPL Financial
California
$49.4M
5
KAS
5
Kestra Advisory Services
Texas
$5.89M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$2.52M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Creative Planning
3
Creative Planning
Kansas
$18.4M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.24M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
76
Allen Capital Group
Nebraska
$1.18M -$133K -2,119 -10%
CA
77
Cetera Advisors
Colorado
$1.16M -$251K -3,991 -18%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$1.09M +$450K +7,160 +70%
MTWM
79
Masso Torrence Wealth Management
New Jersey
$1.03M +$1.03M +16,311 New
TSWM
80
Tyler-Stone Wealth Management
Ohio
$1.01M +$1.01M +16,066 New
RPCONE
81
Retirement Planning Company of New England
Rhode Island
$997K +$997K +15,873 New
SG
82
StoneX Group
New York
$953K +$10.4K +166 +1%
IP
83
Ignite Planners
California
$930K +$930K +15,059 New
MIM
84
MTM Investment Management
South Carolina
$871K – – –
EW
85
Element Wealth
Mississippi
$861K +$2.51K +40 +0.3%
MFS
86
Madrona Financial Services
Washington
$846K +$69.1K +1,100 +9%
MIAN
87
Mariner Independent Advisor Network
Kansas
$825K -$214K -3,366 -21%
CAL
88
Capital Advisors Ltd
Ohio
$822K +$45.4K +722 +6%
CG
89
Colony Group
Massachusetts
$816K – – –
CAN
90
Cetera Advisor Networks
California
$778K -$7.42K -118 -0.9%
AWA
91
Arkadios Wealth Advisors
Georgia
$771K +$644K +10,252 +507%
AFS
92
Access Financial Services
Minnesota
$751K -$32K -510 -4%
TA
93
TFG Advisers
Michigan
$742K -$20.5K -326 -3%
JWCA
94
J.W. Cole Advisors
Florida
$713K +$713K +11,341 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$679K +$1.88K +30 +0.3%
FAN
96
Financial Advisors Network
California
$678K -$258K -4,100 -28%
NWM
97
Northcape Wealth Management
New York
$674K +$674K +10,730 New
MMA
98
Miracle Mile Advisors
California
$670K +$25.7K +409 +4%
EWM
99
EPG Wealth Management
Georgia
$668K +$67.3K +1,072 +11%
WSTAM
100
Wilbanks Smith & Thomas Asset Management
Virginia
$630K +$630K +10,016 New
2 3
4
5 6