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First Trust NASDAQ Technology Dividend Index Fund

281 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

6% more funds holding

Funds holding: 265281 (+16)

7% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 100

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$885K)

4.16% less ownership

Funds ownership: 61.18%57.02% (-4.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
107
Reduced
100
Closed
14
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Advisors Ltd
Ohio
$2.42M +$167K +2,502 +8%
IA
77
IFP Advisors
Florida
$2.32M -$15.5K -231 -0.7%
BA
78
Ballew Advisors
Mississippi
$2.3M +$89.2K +1,333 +4%
GWP
79
Gateway Wealth Partners
Wisconsin
$2.29M +$193K +2,892 +10%
KWM
80
Kaydan Wealth Management
Michigan
$2.24M +$16.1K +240 +0.8%
Mariner
81
Mariner
Kansas
$2.24M -$39.9K -596 -2%
BWA
82
BlueChip Wealth Advisors
Georgia
$2.23M +$451K +6,741 +27%
AI
83
Atria Investments
North Carolina
$2.22M +$163K +2,432 +8%
JWCA
84
J.W. Cole Advisors
Florida
$2.15M +$134K +2,006 +7%
AIC
85
Ayalon Insurance Company
Israel
$2.13M
CCA
86
Clearwater Capital Advisors
Illinois
$2.12M -$21.4K -320 -1%
RWA
87
Redhawk Wealth Advisors
Minnesota
$2.1M +$403K +6,026 +25%
GIA
88
Gladstone Institutional Advisory
Florida
$1.99M +$53.9K +805 +3%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.91M -$2.31M -34,484 -56%
CWM
90
Connecticut Wealth Management
Connecticut
$1.9M
BFWM
91
Bright Futures Wealth Management
New York
$1.89M +$1.68M +25,101 New
PFG
92
Prosperity Financial Group
California
$1.89M +$340K +5,083 +23%
MIFH
93
Migdal Insurance & Financial Holdings
Israel
$1.84M +$317K +4,735 +22%
OFS
94
OneAscent Financial Services
Alabama
$1.78M +$167K +2,498 +11%
BAWM
95
Bennett Associates Wealth Management
Pennsylvania
$1.78M -$52.5K -785 -3%
NW
96
NewEdge Wealth
Pennsylvania
$1.76M -$104K -1,557 -6%
TSWM
97
Tyler-Stone Wealth Management
Ohio
$1.75M +$206K +3,083 +14%
BIA
98
Biondo Investment Advisors
Pennsylvania
$1.73M -$5.02K -75 -0.3%
Wealthfront Advisers
99
Wealthfront Advisers
California
$1.71M +$270K +4,038 +20%
FAIM
100
Financial Advocates Investment Management
Washington
$1.68M +$85.7K +1,281 +6%

TDIV Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2024, worth a combined $1.37B — down 0.06% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TDIV positions and 14 closed out — a net gain of 20 holders — while 107 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 281 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2024, up from 265 in Q4 2023.
  • Funds reported $1.37B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2024 was Cetera Advisors, an estimated $18.9M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.