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First Trust NASDAQ Technology Dividend Index Fund
TDIV

226 hedge funds and large institutions have $823M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 91 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 66

2.21% more ownership

Funds ownership: 49.16% → 51.37% (+2.2%)

1% less funds holding

Funds holding: 228 → 226 (-2)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

9% less capital invested

Capital invested by funds: $902M → $823M (-$79.3M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
226
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
17
Increased
91
Reduced
66
Closed
18
Calls
$582K
Puts
–
Net Calls
+$582K
Net Calls Change
-$332K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$16M
2
MMA
Miracle Mile Advisors
California
+$12.6M
3
KCM
Karp Capital Management
California
+$8.63M
4
LPL Financial
LPL Financial
California
+$8.2M
5
Bank of America
Bank of America
North Carolina
+$7.39M

Top Sellers

1
BFG
Barber Financial Group
Kansas
-$8.83M
2
HighTower Advisors
HighTower Advisors
Illinois
-$6.2M
3
MAP
Milestone Advisory Partners
North Carolina
-$2.94M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.55M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$1.23M – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$1.2M +$937K +17,253 +258%
BIA
78
Biondo Investment Advisors
Pennsylvania
$1.16M +$62.2K +1,145 +5%
AWM
79
AE Wealth Management
Kansas
$1.12M +$545K +10,025 +81%
GDP
80
Great Diamond Partners
Maine
$1.11M – – –
FWP
81
FAS Wealth Partners
Kansas
$1.1M -$60.8K -1,120 -5%
LFG
82
Larson Financial Group
Missouri
$1.07M +$10.8K +198 +0.9%
HI
83
Harbour Investments
Wisconsin
$1.03M +$1.12M +20,582 New
KWM
84
Kingsview Wealth Management
Oregon
$994K -$7.66K -141 -0.7%
MIAN
85
Mariner Independent Advisor Network
Kansas
$899K -$628K -11,554 -39%
MOS
86
MGO One Seven
Ohio
$881K +$46.2K +850 +5%
ACG
87
Allen Capital Group
Nebraska
$877K -$68.7K -1,264 -7%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$873K +$163 +3 +0%
KPWS
89
Kestra Private Wealth Services
Texas
$847K +$917K +16,886 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$822K +$890K +16,388 New
SG
91
StoneX Group
New York
$821K +$249K +4,577 +39%
FAIM
92
Financial Advocates Investment Management
Washington
$810K -$183K -3,369 -17%
RPCONE
93
Retirement Planning Company of New England
Rhode Island
$808K +$1.41K +26 +0.2%
CA
94
CoreCap Advisors
Michigan
$765K +$620K +11,410 +297%
IP
95
Ignite Planners
California
$749K -$20.4K -376 -2%
CAN
96
Cetera Advisor Networks
California
$723K +$374K +6,880 +91%
Walleye Capital
97
Walleye Capital
New York
$708K +$409K +7,531 +114%
FFN
98
Focus Financial Network
Minnesota
$696K -$6.79K -125 -0.9%
MIM
99
MTM Investment Management
South Carolina
$689K – – –
MFS
100
Madrona Financial Services
Washington
$675K – – –
2 3
4
5 6

TDIV Hedge Fund Activity: Q2 2022 in Review

226 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2022, worth a combined $823M — down 8.8% from $902M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TDIV and 17 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 91 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16M. The largest seller was Barber Financial Group, exiting entirely with an estimated $8.83M sold.

  • 226 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2022, down from 228 in Q1 2022.
  • Funds reported $823M of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 17 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $16M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2022 was Barber Financial Group, an estimated $8.83M sold.

Based on aggregated 13F filings for Q2 2022.