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First Trust NASDAQ Technology Dividend Index Fund

326 hedge funds and large institutions have $1.64B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $1.5B → $1.64B (+$138M)

7% more funds holding

Funds holding: 306326 (+20)

0.15% more ownership

Funds ownership: 56.95%57.1% (+0.15%)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
326
Holders Change
+20
Holders Change %
+6.54%
% of All Funds
4.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
46
Increased
105
Reduced
116
Closed
23
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$2.98M +$173K +2,256 +6%
OC
77
Oppenheimer & Co
New York
$2.93M -$58.7K -766 -2%
QWM
78
Quadcap Wealth Management
Texas
$2.93M +$1.2M +15,637 +75%
BWA
79
BlueChip Wealth Advisors
Georgia
$2.92M +$536 +7 +0%
GWP
80
Gateway Wealth Partners
Wisconsin
$2.92M -$68.9K -899 -2%
HPC
81
Hobart Private Capital
North Carolina
$2.91M +$305K +3,978 +12%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$2.8M -$19.5K -254 -0.7%
AI
83
Atria Investments
North Carolina
$2.79M +$105K +1,371 +4%
RIA
84
Regal Investment Advisors
Michigan
$2.71M -$897K -11,705 -26%
Wealthfront Advisers
85
Wealthfront Advisers
California
$2.71M +$259K +3,385 +11%
WIA
86
World Investment Advisors
California
$2.68M +$2.15M +28,083 +525%
JWCA
87
J.W. Cole Advisors
Florida
$2.65M -$5.29K -69 -0.2%
Mariner
88
Mariner
Kansas
$2.64M -$251K -3,270 -9%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$2.62M +$288K +3,757 +13%
PAG
90
Private Advisor Group
New Jersey
$2.61M -$1.81M -23,683 -42%
BA
91
Ballew Advisors
Mississippi
$2.6M -$4.9K -64 -0.2%
AR
92
Apeiron RIA
Texas
$2.53M -$176K -2,300 -7%
WEG
93
World Equity Group
Illinois
$2.47M +$744K +9,709 +46%
AIC
94
Ayalon Insurance Company
Israel
$2.46M
CCA
95
Clearwater Capital Advisors
Illinois
$2.45M
KWM
96
Kaydan Wealth Management
Michigan
$2.42M -$85.3K -1,113 -4%
PFG
97
Prosperity Financial Group
California
$2.4M +$34.9K +455 +2%
FPWM
98
FSB Premier Wealth Management
Iowa
$2.32M -$604K -7,878 -21%
US Bancorp
99
US Bancorp
Minnesota
$2.15M +$277K +3,617 +16%
CWM
100
Connecticut Wealth Management
Connecticut
$2.14M

TDIV Hedge Fund Activity: Q3 2024 in Review

326 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2024, worth a combined $1.64B — up 9.2% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TDIV positions and 23 closed out — a net gain of 23 holders — while 105 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.42M.

  • 326 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $1.64B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2024 and 23 closed out, a net change of +23 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2024 was Morgan Stanley, an estimated $13.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2024.