We are live on ! Find out more
TDIV icon

First Trust NASDAQ Technology Dividend Index Fund

191 hedge funds and large institutions have $712M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $707M → $712M (+$5.39M)

0.72% more ownership

Funds ownership: 43.35%44.07% (+0.72%)

1% more funds holding

Funds holding: 190191 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
77
Reduced
55
Closed
13
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
-$288K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ahrens Investment Partners
Louisiana
$426K
M&T Bank
102
M&T Bank
New York
$399K
SMF
103
Sterling Manor Financial
New York
$386K
TRCT
104
Tower Research Capital (TRC)
New York
$384K +$302K +5,217 +330%
AWM
105
AE Wealth Management
Kansas
$372K +$9.91K +171 +3%
OIA
106
OneDigital Investment Advisors
Kansas
$370K +$464 +8 +0.1%
SHA
107
Seneca House Advisors
Virginia
$353K -$3.54K -61 -1%
IFG
108
Independent Financial Group
California
$353K +$362K +6,247 New
VWA
109
Visionary Wealth Advisors
Illinois
$352K -$29K -500 -7%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$351K +$1.51K +26 +0.4%
IWC
111
Integrated Wealth Concepts
Massachusetts
$348K -$381K -6,574 -52%
RJT
112
Raymond James Trust
Florida
$347K +$15.1K +260 +4%
CWM
113
Cornerstone Wealth Management
Missouri
$314K -$66K -1,139 -17%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$314K +$14K +241 +5%
WCM
115
WealthBridge Capital Management
Ohio
$313K +$321K +5,545 New
ASN
116
Advisory Services Network
Georgia
$293K +$8.05K +139 +3%
Renaissance Technologies
117
Renaissance Technologies
New York
$288K +$296K +5,100 New
HI
118
Harbour Investments
Wisconsin
$283K +$811 +14 +0.3%
GWM
119
Geneos Wealth Management
Colorado
$274K
CNB
120
Camden National Bank
Maine
$268K
GTAM
121
Global Trust Asset Management
Florida
$266K -$5.39K -93 -2%
CFGS
122
Concourse Financial Group Securities
Alabama
$251K -$84.9K -1,466 -25%
CF
123
Centaurus Financial
California
$247K
FP
124
Financial Perspectives
Minnesota
$244K +$102K +1,757 +69%
SB
125
Sunflower Bank
Texas
$243K -$30.4K -525 -11%

TDIV Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2021, worth a combined $712M — up 0.76% from $707M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TDIV positions and 13 closed out — a net gain of 2 holders — while 77 added to existing stakes and 55 trimmed.

The largest buyer was Truist Financial, adding an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $5.92M.

  • 191 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2021, up from 190 in Q2 2021.
  • Funds reported $712M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2021, up 0.76% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2021 and 13 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2021 was Truist Financial, an estimated $12M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2021 was Wells Fargo, an estimated $5.92M sold.

Based on aggregated 13F filings for Q3 2021.