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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

190 hedge funds and large institutions have $707M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
60
Reduced
66
Closed
15
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$542K

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$7.72M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$5.79M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.94M
4
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$4.68M
5
LPL Financial
5
LPL Financial
California
$38.6M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$147K
2
UBS Group
2
UBS Group
Switzerland
$39.7M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.93M
5
BA
5
Ballew Advisors
Mississippi
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
101
Advanced Asset Management Advisors
Ohio
$438K -$7.97K -139 -2%
AIP
102
Ahrens Investment Partners
Louisiana
$433K – – –
PTP
103
Platform Technology Partners
New York
$429K +$429K +7,487 New
M&T Bank
104
M&T Bank
New York
$405K – – –
SMF
105
Sterling Manor Financial
New York
$392K -$27.3K -476 -7%
EFSCE
106
Enterprise Financial Services Corp (EFSC)
Missouri
$389K -$103K -1,800 -21%
VWA
107
Visionary Wealth Advisors
Illinois
$386K +$19.4K +338 +5%
CWM
108
Cornerstone Wealth Management
Missouri
$384K +$55.2K +964 +17%
OIA
109
OneDigital Investment Advisors
Kansas
$375K -$42.6K -744 -10%
SB
110
Strategic Blueprint
Georgia
$372K +$372K +6,488 New
AWM
111
AE Wealth Management
Kansas
$367K -$229 -4 -0.1%
SHA
112
Seneca House Advisors
Virginia
$362K -$56.9K -994 -14%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$355K -$6.92K -121 -2%
CFGS
114
Concourse Financial Group Securities
Alabama
$339K -$26.5K -463 -7%
RJT
115
Raymond James Trust
Florida
$337K – – –
JAWM
116
J. Arnold Wealth Management
Ohio
$336K -$51.7K -902 -13%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$305K +$46.7K +816 +18%
ONB
118
Old National Bancorp
Indiana
$296K – – –
WI
119
Wintrust Investments
Illinois
$291K -$745K -13,016 -72%
MFS
120
Madrona Financial Services
Washington
$291K +$7.73K +135 +3%
ASN
121
Advisory Services Network
Georgia
$290K +$22.4K +390 +8%
HI
122
Harbour Investments
Wisconsin
$287K -$11.5K -200 -4%
JPMPWA
123
J.P. Morgan Private Wealth Advisors
California
$286K +$66.3K +1,157 +30%
SB
124
Sunflower Bank
Texas
$277K +$1.6K +28 +0.6%
GTAM
125
Global Trust Asset Management
Florida
$276K +$276K +4,810 New
3 4
5
6 7