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First Trust NASDAQ Technology Dividend Index Fund

234 hedge funds and large institutions have $789M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

15% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $743M → $789M (+$46.7M)

1% more funds holding

Funds holding: 232234 (+2)

1.04% less ownership

Funds ownership: 51.9%50.86% (-1%)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
31
Increased
92
Reduced
80
Closed
25
Calls
$1.18M
Puts
Net Calls
+$1.18M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
101
Financial Advocates Investment Management
Washington
$732K +$37.9K +794 +5%
IP
102
Ignite Planners
California
$698K -$28.8K -604 -4%
CA
103
CoreCap Advisors
Michigan
$680K -$275K -5,777 -29%
Wealthfront Advisers
104
Wealthfront Advisers
California
$639K +$48.5K +1,017 +8%
EW
105
Element Wealth
Mississippi
$635K
ACS
106
Archford Capital Strategies
Illinois
$630K +$204K +4,273 +48%
MFS
107
Madrona Financial Services
Washington
$625K -$5.1K -107 -0.8%
CIA
108
Capital Investment Advisors
Georgia
$619K +$618K +12,957 New
JWCA
109
J.W. Cole Advisors
Florida
$606K +$477 +10 +0.1%
TA
110
TFG Advisers
Michigan
$558K -$715 -15 -0.1%
SB
111
Strategic Blueprint
Georgia
$554K -$12.1K -253 -2%
PFS
112
Prospera Financial Services
Texas
$552K +$235K +4,921 +74%
VCM
113
Virtue Capital Management
Tennessee
$526K -$22.7K -476 -4%
BB
114
Berkshire Bank
Massachusetts
$473K +$7.15K +150 +2%
MAP
115
Milestone Advisory Partners
North Carolina
$470K -$1.48K -31 -0.3%
HI
116
Harbour Investments
Wisconsin
$462K -$520K -10,917 -53%
MTWM
117
Masso Torrence Wealth Management
New Jersey
$452K -$1.09M -22,867 -71%
ACM
118
Advisors Capital Management
New Jersey
$450K +$449K +9,422 New
GAA
119
Global Assets Advisory
Florida
$444K -$260K -5,443 -37%
OIA
120
OneDigital Investment Advisors
Kansas
$438K +$29.1K +611 +7%
AFS
121
Access Financial Services
Minnesota
$438K -$108K -2,257 -20%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$429K -$822K -17,232 -66%
ACA
123
Atlas Capital Advisors
Wyoming
$426K -$18.8K -395 -4%
QPW
124
Quantum Private Wealth
Florida
$417K -$19.1K -400 -4%
LFAS
125
Level Four Advisory Services
Texas
$415K +$30.6K +641 +8%

TDIV Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2022, worth a combined $789M — up 6.3% from $743M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TDIV positions and 25 closed out — a net gain of 6 holders — while 92 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.8M. The largest seller was Miracle Mile Advisors, cutting an estimated $34.4M.

  • 234 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2022, up from 232 in Q3 2022.
  • Funds reported $789M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2022 and 25 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2022 was Goldman Sachs, an estimated $11.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2022 was Miracle Mile Advisors, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2022.