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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

252 hedge funds and large institutions have $1.08B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
23
Increased
107
Reduced
69
Closed
15
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$4.55M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$55.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.8M
3
PWG
3
Private Wealth Group
Florida
$5.54M
4
CAM
4
Concorde Asset Management
Michigan
$2.62M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$18.5M

Top Sellers

1
AT
1
Arden Trust
Delaware
$9.35M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$6.99M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
101
Global Retirement Partners
California
$1.17M +$758K +13,574 +185%
TSWM
102
Tyler-Stone Wealth Management
Ohio
$1.13M -$16.5K -294 -1%
MIM
103
MTM Investment Management
South Carolina
$1.11M +$4.66K +83 +0.4%
Wealthfront Advisers
104
Wealthfront Advisers
California
$1.1M +$111K +1,978 +11%
Goldman Sachs
105
Goldman Sachs
New York
$1.09M +$537K +9,577 +98%
PAS
106
Park Avenue Securities
New York
$1.07M +$335K +5,969 +46%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$67K +1,194 +7%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$1.07M -$300K -5,342 -22%
OFS
109
OneAscent Financial Services
Alabama
$966K +$141K +2,507 +17%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$965K -$4.21K -75 -0.4%
MOS
111
MGO One Seven
Ohio
$944K +$28.3K +505 +3%
US Bancorp
112
US Bancorp
Minnesota
$938K +$660K +11,771 +238%
CFGS
113
Concourse Financial Group Securities
Alabama
$925K +$144K +2,567 +18%
ACG
114
Allen Capital Group
Nebraska
$923K -$20.4K -364 -2%
ACS
115
Archford Capital Strategies
Illinois
$874K +$16.3K +291 +2%
OIA
116
OneDigital Investment Advisors
Kansas
$829K +$196K +3,491 +31%
WEG
117
World Equity Group
Illinois
$779K +$779K +13,902 New
IP
118
Ignite Planners
California
$774K +$52.3K +939 +7%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$765K +$765K +13,647 New
VCM
120
Virtue Capital Management
Tennessee
$759K – – –
EW
121
Element Wealth
Mississippi
$757K +$14K +250 +2%
FWP
122
FAS Wealth Partners
Kansas
$746K – – –
RPCONE
123
Retirement Planning Company of New England
Rhode Island
$738K -$186K -3,323 -20%
IWC
124
Integrated Wealth Concepts
Massachusetts
$738K +$738K +13,155 New
MFS
125
Madrona Financial Services
Washington
$727K – – –
3 4
5
6 7