TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

232 hedge funds and large institutions have $743M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
26
Increased
91
Reduced
65
Closed
17
Calls
$865K
Puts
–
Net Calls
+$865K
Net Calls Change
+$283K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$100M
2
AWM
2
AE Wealth Management
Kansas
$7.9M
3
Wells Fargo
3
Wells Fargo
California
$58.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$69.4M
2
Truist Financial
2
Truist Financial
North Carolina
$2.62M
3
KAS
3
Kestra Advisory Services
Texas
$4.68M
4
MPM
4
Meritage Portfolio Management
Kansas
$0
5
RIA
5
Regal Investment Advisors
Michigan
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
101
Global Assets Advisory
Florida
$695K +$695K +14,740 New
SOS
102
Silver Oak Securities
Tennessee
$685K +$685K +12,218 New
IP
103
Ignite Planners
California
$644K -$18.7K -415 -3%
CAN
104
Cetera Advisor Networks
California
$643K +$12.9K +295 +2%
FAIM
105
Financial Advocates Investment Management
Washington
$635K -$70.7K -1,618 -10%
FFN
106
Focus Financial Network
Minnesota
$614K +$7.91K +181 +1%
EW
107
Element Wealth
Mississippi
$581K – – –
MFS
108
Madrona Financial Services
Washington
$576K -$12.2K -280 -2%
JWCA
109
J.W. Cole Advisors
Florida
$554K +$4.67K +107 +0.9%
Wealthfront Advisers
110
Wealthfront Advisers
California
$540K +$44.4K +1,016 +9%
MSFS
111
Main Street Financial Solutions
Pennsylvania
$531K +$531K +12,161 New
SB
112
Strategic Blueprint
Georgia
$518K -$7.39K -169 -1%
TA
113
TFG Advisers
Michigan
$511K -$1.88K -43 -0.4%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$507K +$507K +11,611 New
VCM
115
Virtue Capital Management
Tennessee
$502K +$7.12K +163 +1%
AFS
116
Access Financial Services
Minnesota
$499K -$14K -321 -3%
MAP
117
Milestone Advisory Partners
North Carolina
$431K -$145K -3,311 -25%
BB
118
Berkshire Bank
Massachusetts
$426K +$46.9K +1,075 +12%
NWM
119
Northcape Wealth Management
New York
$423K – – –
ACA
120
Atlas Capital Advisors
Wyoming
$407K -$26.5K -606 -6%
QPW
121
Quantum Private Wealth
Florida
$399K – – –
ACS
122
Archford Capital Strategies
Illinois
$390K +$45.3K +1,037 +13%
EWM
123
EPG Wealth Management
Georgia
$374K -$63.5K -1,451 -15%
OIA
124
OneDigital Investment Advisors
Kansas
$374K +$19.4K +444 +5%
GWM
125
Geneos Wealth Management
Colorado
$366K +$156K +3,575 +74%
3 4
5
6 7