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First Trust NASDAQ Technology Dividend Index Fund

281 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

6% more funds holding

Funds holding: 265281 (+16)

7% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 100

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$885K)

4.16% less ownership

Funds ownership: 61.18%57.02% (-4.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
107
Reduced
100
Closed
14
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
101
Hobart Private Capital
North Carolina
$1.65M +$773K +11,555 +96%
KWM
102
Kingsview Wealth Management
Oregon
$1.64M -$18.7K -279 -1%
SAM
103
SignalPoint Asset Management
Missouri
$1.61M -$729K -10,902 -32%
WEG
104
World Equity Group
Illinois
$1.59M +$54.3K +812 +4%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.57M +$226K +3,380 +18%
PAS
106
Park Avenue Securities
New York
$1.57M +$101K +1,503 +7%
US Bancorp
107
US Bancorp
Minnesota
$1.53M +$391K +5,846 +36%
DFA
108
DHJJ Financial Advisors
Illinois
$1.51M -$11.7K -175 -0.8%
GRP
109
Global Retirement Partners
California
$1.51M +$6.02K +90 +0.4%
Citadel Advisors
110
Citadel Advisors
Florida
$1.41M -$1,000K -14,947 -42%
MIM
111
MTM Investment Management
South Carolina
$1.38M
Comerica Bank
112
Comerica Bank
Texas
$1.38M -$104K -1,548 -7%
CA
113
CoreCap Advisors
Michigan
$1.35M -$33K -493 -2%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$94.8K +1,417 +8%
IWC
115
Integrated Wealth Concepts
Massachusetts
$1.33M -$1.74K -26 -0.1%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$1.28M +$15.7K +235 +1%
OIA
117
OneDigital Investment Advisors
Kansas
$1.25M +$125K +1,876 +12%
CIBC World Market
118
CIBC World Market
Ontario, Canada
$1.25M +$457K +6,837 +62%
PFA
119
Pinnacle Family Advisors
Missouri
$1.24M +$31.9K +477 +3%
VCM
120
Virtue Capital Management
Tennessee
$1.22M -$46.1K -689 -4%
SP
121
Sequent Planning
Nebraska
$1.2M +$1.15M +17,219 New
ACG
122
Allen Capital Group
Nebraska
$1.11M -$12.5K -187 -1%
CFGS
123
Concourse Financial Group Securities
Alabama
$1.1M -$99K -1,480 -9%
RPCONE
124
Retirement Planning Company of New England
Rhode Island
$1.04M +$5.82K +87 +0.6%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$1.04M -$662K -9,895 -40%

TDIV Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2024, worth a combined $1.37B — down 0.06% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TDIV positions and 14 closed out — a net gain of 20 holders — while 107 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 281 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2024, up from 265 in Q4 2023.
  • Funds reported $1.37B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2024 was Cetera Advisors, an estimated $18.9M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.