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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

133 hedge funds and large institutions have $384M invested in First Trust NASDAQ Technology Dividend Index Fund in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
22
Increased
42
Reduced
51
Closed
12
Calls
$272K
Puts
–
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
BTS
BB&T Securities
Virginia
+$8.62M
2
NA
Nottingham Advisors
New York
+$4.07M
3
BCI
Brinker Capital Investments
Pennsylvania
+$3.87M
4
SMG
Smart Money Group
Texas
+$3.15M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$821K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.51M
2
Bank of America
Bank of America
North Carolina
-$5.7M
3
CCP
Cardan Capital Partners
Colorado
-$5.33M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.28M
5
WCM
Weatherstone Capital Management
Colorado
-$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
101
West Paces Advisors
Georgia
$115K +$115K +3,000 New
IA
102
IFP Advisors
Florida
$112K -$588K -15,391 -84%
TC
103
Truvestments Capital
Florida
$94K +$94K +2,451 New
QCIG
104
Quad-Cities Investment Group
Iowa
$78K +$418 +11 +0.5%
SQA
105
Simon Quick Advisors
New Jersey
$77K +$77K +2,009 New
PO
106
Private Ocean
California
$71K – – –
BFC
107
Bedel Financial Consulting
Indiana
$62K – – –
SHIM
108
Stone House Investment Management
Pennsylvania
$62K +$62K +1,611 New
HR
109
Howe & Rusling
New York
$59K – – –
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$51K -$43.3K -1,130 -46%
MIFH
111
Migdal Insurance & Financial Holdings
Israel
$48K +$48K +1,251 New
William Blair & Company
112
William Blair & Company
Illinois
$45K – – –
CAM
113
Cresset Asset Management
Illinois
$38K +$38K +1,004 New
VFA
114
Valeo Financial Advisors
Indiana
$36K – – –
NFG
115
Next Financial Group
Texas
$34K -$118K -3,115 -78%
NFH
116
NEXT Financial Holdings
Texas
$34K +$34K +900 New
NSIM
117
North Star Investment Management
Illinois
$31K – – –
ADL
118
Asset Dedication LLC
California
$31K – – –
JCM
119
Jacobi Capital Management
Pennsylvania
$17K +$77 +2 +0.5%
ST
120
Sageworth Trust
Pennsylvania
$10K +$10K +250 New
HNB
121
Huntington National Bank
Ohio
$8K – – –
AF
122
Allworth Financial
California
$7K -$1.27K -33 -15%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$5K – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$5K +$4.84K +122 +3,050%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +134 New
2 3 4
5
6