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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$3.13M +$584K +7,288 +22%
CAL
77
Capital Advisors Ltd
Ohio
$3.11M +$80.1K +1,000 +3%
RCA
78
Ranch Capital Advisors
Florida
$3.08M +$170K +2,118 +6%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$3.06M +$330K +4,117 +12%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$3.03M -$1.29M -16,092 -29%
GWP
81
Gateway Wealth Partners
Wisconsin
$2.98M +$130K +1,622 +4%
IAA
82
Independent Advisor Alliance
North Carolina
$2.96M +$3.02M +37,752 New
WIA
83
World Investment Advisors
California
$2.93M +$311K +3,878 +12%
OC
84
Oppenheimer & Co
New York
$2.88M +$10.8K +135 +0.4%
Wealthfront Advisers
85
Wealthfront Advisers
California
$2.84M +$200K +2,497 +7%
SOS
86
Silver Oak Securities
Tennessee
$2.83M +$1.56M +19,451 +118%
Lido Advisors
87
Lido Advisors
California
$2.82M -$153K -1,912 -5%
US Bancorp
88
US Bancorp
Minnesota
$2.76M +$674K +8,416 +31%
JWCA
89
J.W. Cole Advisors
Florida
$2.65M +$63.8K +796 +2%
PAG
90
Private Advisor Group
New Jersey
$2.6M +$49.7K +620 +2%
BA
91
Ballew Advisors
Mississippi
$2.46M -$21.6K -269 -0.8%
MQWP
92
Morey & Quinn Wealth Partners
Nebraska
$2.45M +$2.51M +31,286 New
AIC
93
Ayalon Insurance Company
Israel
$2.4M
PFG
94
Prosperity Financial Group
California
$2.4M +$55.1K +688 +2%
MFN
95
Midwest Financial Network
Illinois
$2.36M +$2.41M +30,106 New
KWM
96
Kaydan Wealth Management
Michigan
$2.32M -$39.2K -489 -2%
WIM
97
WealthPlan Investment Management
Nebraska
$2.3M -$2.96M -36,967 -56%
AR
98
Apeiron RIA
Texas
$2.26M -$212K -2,641 -8%
SG
99
StoneX Group
New York
$2.22M +$2.27M +28,353 New
RIA
100
Regal Investment Advisors
Michigan
$2.22M -$439K -5,474 -16%

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.