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First Trust NASDAQ Technology Dividend Index Fund

234 hedge funds and large institutions have $789M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

15% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $743M → $789M (+$46.7M)

1% more funds holding

Funds holding: 232234 (+2)

1.04% less ownership

Funds ownership: 51.9%50.86% (-1%)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
31
Increased
92
Reduced
80
Closed
25
Calls
$1.18M
Puts
Net Calls
+$1.18M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
WT Wealth Management
Arizona
$1.27M +$74.8K +1,569 +6%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.27M -$195K -4,099 -13%
GIA
78
Gladstone Institutional Advisory
Florida
$1.27M -$36.6K -767 -3%
OC
79
Oppenheimer & Co
New York
$1.26M -$87.2K -1,830 -6%
PWG
80
Private Wealth Group
Florida
$1.24M -$1.76K -37 -0.1%
TSWM
81
Tyler-Stone Wealth Management
Ohio
$1.2M -$118K -2,472 -9%
Mariner
82
Mariner
Kansas
$1.19M +$929K +19,483 +358%
DFA
83
DHJJ Financial Advisors
Illinois
$1.19M -$29K -609 -2%
BIA
84
Biondo Investment Advisors
Pennsylvania
$1.18M +$39.8K +835 +4%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.17M -$1.35M -28,384 -54%
GDP
86
Great Diamond Partners
Maine
$1.06M +$7.53K +158 +0.7%
FFN
87
Focus Financial Network
Minnesota
$1.04M +$372K +7,809 +56%
KWM
88
Kingsview Wealth Management
Oregon
$1.03M +$19.5K +408 +2%
IA
89
IFP Advisors
Florida
$1.02M -$1.43M -30,047 -52%
FWP
90
FAS Wealth Partners
Kansas
$1.01M -$40K -840 -4%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$961K +$145K +3,035 +18%
SG
92
StoneX Group
New York
$916K +$6.96K +146 +0.8%
IWM
93
Iams Wealth Management
Nebraska
$895K +$893K +18,728 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$862K -$168K -3,515 -16%
MIM
95
MTM Investment Management
South Carolina
$860K -$6.05K -127 -0.7%
MOS
96
MGO One Seven
Ohio
$835K
PP
97
Prudential plc
United Kingdom
$822K +$820K +17,200 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$800K +$419K +8,781 +110%
RPCONE
99
Retirement Planning Company of New England
Rhode Island
$789K +$4.1K +86 +0.5%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$777K +$222K +4,655 +40%

TDIV Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2022, worth a combined $789M — up 6.3% from $743M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TDIV positions and 25 closed out — a net gain of 6 holders — while 92 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.8M. The largest seller was Miracle Mile Advisors, cutting an estimated $34.4M.

  • 234 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2022, up from 232 in Q3 2022.
  • Funds reported $789M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2022 and 25 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2022 was Goldman Sachs, an estimated $11.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2022 was Miracle Mile Advisors, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2022.