First Trust NASDAQ Technology Dividend Index Fund
TDIV
265 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 18 closing their positions.
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
27% more capital invested
Capital invested by funds: $1.08B → $1.37B (+$294M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 90
5.42% more ownership
Funds ownership: 55.76% → 61.18% (+5.4%)
5% more funds holding
Funds holding: 252 → 265 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$110M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14.3M |
| 3 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$6.21M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.9M |
| 2 |
BWS
Buck Wealth Strategies
Denver,
Colorado
|
-$4.55M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.39M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$3.44M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.17M |
TDIV Hedge Fund Activity: Q4 2023 in Review
265 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2023, worth a combined $1.37B — up 27% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new TDIV positions and 18 closed out — a net gain of 16 holders — while 100 added to existing stakes and 90 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was AE Wealth Management, cutting an estimated $10.9M.
- 265 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2023, up from 252 in Q3 2023.
- Funds reported $1.37B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2023, up 27% quarter-over-quarter.
- 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2023 and 18 closed out, a net change of +16 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $110M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2023 was AE Wealth Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2023.