TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

245 hedge funds and large institutions have $934M invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
32
Increased
87
Reduced
87
Closed
17
Calls
$2.22M
Puts
–
Net Calls
+$2.22M
Net Calls Change
+$1.04M

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$20.6M
2
LPL Financial
2
LPL Financial
California
$68.7M
3
AT
3
Arden Trust
Delaware
$8.11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$13.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.99M
3
Ameriprise
3
Ameriprise
Minnesota
$21.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$1.56M +$72.6K +1,343 +5%
CAL
77
Capital Advisors Ltd
Ohio
$1.53M -$153K -2,821 -9%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$1.53M +$7.63K +141 +0.5%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$1.52M +$434K +8,021 +40%
AIC
80
Ayalon Insurance Company
Israel
$1.49M -$41.2K -762 -3%
CWM
81
Connecticut Wealth Management
Connecticut
$1.49M – – –
WEG
82
World Equity Group
Illinois
$1.48M +$1.48M +76,649 New
GIA
83
Gladstone Institutional Advisory
Florida
$1.43M -$1.35K -25 -0.1%
WWM
84
WT Wealth Management
Arizona
$1.41M -$27.5K -508 -2%
FHC
85
First Heartland Consultants
Missouri
$1.41M -$204K -3,770 -13%
PWG
86
Private Wealth Group
Florida
$1.39M -$16.4K -303 -1%
DFA
87
DHJJ Financial Advisors
Illinois
$1.33M -$10.4K -193 -0.8%
BIA
88
Biondo Investment Advisors
Pennsylvania
$1.33M -$8.65K -160 -0.6%
FFN
89
Focus Financial Network
Minnesota
$1.23M +$48.6K +898 +4%
GDP
90
Great Diamond Partners
Maine
$1.19M -$10.7K -197 -0.9%
KWM
91
Kingsview Wealth Management
Oregon
$1.17M +$10.6K +196 +0.9%
MIFH
92
Migdal Insurance & Financial Holdings
Israel
$1.07M +$1.04M +19,296 +3,898%
MIM
93
MTM Investment Management
South Carolina
$1.06M +$83.5K +1,543 +9%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$989K +$13.3K +245 +1%
FWP
95
FAS Wealth Partners
Kansas
$951K -$189K -3,490 -17%
ACG
96
Allen Capital Group
Nebraska
$926K +$926K +17,114 New
RPCONE
97
Retirement Planning Company of New England
Rhode Island
$895K +$1.79K +33 +0.2%
Wealthfront Advisers
98
Wealthfront Advisers
California
$841K +$117K +2,165 +16%
FAIM
99
Financial Advocates Investment Management
Washington
$781K -$47.8K -883 -6%
ACS
100
Archford Capital Strategies
Illinois
$778K +$71.1K +1,328 +10%
2 3
4
5 6