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First Trust NASDAQ Technology Dividend Index Fund

162 hedge funds and large institutions have $542M invested in First Trust NASDAQ Technology Dividend Index Fund in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more call options, than puts

Call options by funds: $245K | Put options by funds: $210K

8% more capital invested

Capital invested by funds: $501M → $542M (+$40.8M)

6% more funds holding

Funds holding: 153162 (+9)

1.7% more ownership

Funds ownership: 42.06%43.76% (+1.7%)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
19
Increased
50
Reduced
63
Closed
10
Calls
$245K
Puts
$210K
Net Calls
+$35K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$320K +$263 +6 +0.1%
WS
102
Wedbush Securities
California
$315K +$316K +7,205 New
RG
103
Rikoon Group
New Mexico
$295K -$26.3K -600 -8%
GWM
104
Geneos Wealth Management
Colorado
$286K -$37.2K -848 -11%
NA
105
NewEdge Advisors
Louisiana
$282K +$41.5K +947 +17%
RJT
106
Raymond James Trust
Florida
$281K -$39.2K -894 -12%
TRCT
107
Tower Research Capital (TRC)
New York
$278K +$278K +6,340 New
PTP
108
Platform Technology Partners
New York
$265K +$5.08K +116 +2%
CWM
109
Cornerstone Wealth Management
Missouri
$261K -$6.4K -146 -2%
AWM
110
AE Wealth Management
Kansas
$235K -$1.89K -43 -0.8%
ASN
111
Advisory Services Network
Georgia
$233K -$2.19K -50 -0.9%
AIP
112
Ahrens Investment Partners
Louisiana
$228K -$311K -7,088 -58%
ONB
113
Old National Bancorp
Indiana
$226K
MFS
114
Madrona Financial Services
Washington
$219K -$11.2K -255 -5%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$217K +$4.73K +108 +2%
MMA
116
Miracle Mile Advisors
California
$212K +$212K +4,841 New
PFG
117
Pacific Financial Group
Washington
$198K +$198K +4,520 New
William Blair & Company
118
William Blair & Company
Illinois
$196K +$144K +3,286 +278%
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$189K
BWA
120
BDO Wealth Advisors
Florida
$185K
EP
121
Eudaimonia Partners
Tennessee
$164K +$40.6K +926 +33%
CF
122
Centaurus Financial
California
$132K +$11K +250 +5%
WPA
123
West Paces Advisors
Georgia
$118K
CPW
124
Catalyst Private Wealth
California
$88K +$87.7K +2,000 New
PO
125
Private Ocean
California
$81K