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First Trust NASDAQ Technology Dividend Index Fund

228 hedge funds and large institutions have $902M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $840M → $902M (+$62M)

5% more funds holding

Funds holding: 217228 (+11)

2.69% more ownership

Funds ownership: 46.47%49.16% (+2.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
228
Holders Change
+11
Holders Change %
+5.07%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
30
Increased
89
Reduced
61
Closed
17
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
TFG Advisers
Michigan
$697K +$950 +16 +0.1%
SG
102
StoneX Group
New York
$697K -$201K -3,385 -22%
AFS
103
Access Financial Services
Minnesota
$692K -$12.1K -204 -2%
TRCT
104
Tower Research Capital (TRC)
New York
$691K +$495K +8,349 +248%
Wealthfront Advisers
105
Wealthfront Advisers
California
$682K +$399K +6,729 +139%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$638K +$950 +16 +0.1%
EWM
107
EPG Wealth Management
Georgia
$635K +$8.25K +139 +1%
NWM
108
Northcape Wealth Management
New York
$611K -$21.4K -360 -3%
ACA
109
Atlas Capital Advisors
Wyoming
$584K +$89K +1,500 +18%
SWM
110
Spire Wealth Management
Virginia
$571K -$2.24M -37,685 -80%
WCM
111
WealthBridge Capital Management
Ohio
$562K +$221K +3,731 +64%
VCM
112
Virtue Capital Management
Tennessee
$557K
WSTAM
113
Wilbanks Smith & Thomas Asset Management
Virginia
$551K
QPW
114
Quantum Private Wealth
Florida
$538K
LFAS
115
Level Four Advisory Services
Texas
$520K -$35K -589 -6%
LCM
116
LVM Capital Management
Michigan
$514K
PTP
117
Platform Technology Partners
New York
$481K -$5.88K -99 -1%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$469K +$1.36K +23 +0.3%
MA
119
Mutual Advisors
Nebraska
$455K -$29.9K -503 -6%
HIA
120
Harbor Investment Advisory
Maryland
$449K
GTAM
121
Global Trust Asset Management
Florida
$449K +$712 +12 +0.2%
WW
122
Waterfront Wealth
Kansas
$448K -$14.8K -250 -3%
CAN
123
Cetera Advisor Networks
California
$444K -$288K -4,846 -39%
CWM
124
Cornerstone Wealth Management
Missouri
$424K +$106K +1,781 +33%
SMF
125
Sterling Manor Financial
New York
$403K

TDIV Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2022, worth a combined $902M — up 7.4% from $840M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TDIV positions and 17 closed out — a net gain of 13 holders — while 89 added to existing stakes and 61 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $31.1M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $6.8M sold.

  • 228 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $902M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2022 and 17 closed out, a net change of +13 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2022 was Miracle Mile Advisors, an estimated $31.1M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2022 was International Assets Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2022.