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First Trust NASDAQ Technology Dividend Index Fund

326 hedge funds and large institutions have $1.64B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $1.5B → $1.64B (+$138M)

7% more funds holding

Funds holding: 306326 (+20)

0.15% more ownership

Funds ownership: 56.95%57.1% (+0.15%)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
326
Holders Change
+20
Holders Change %
+6.54%
% of All Funds
4.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
46
Increased
105
Reduced
116
Closed
23
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
101
Redhawk Wealth Advisors
Minnesota
$2.14M -$258K -3,364 -11%
GIA
102
Gladstone Institutional Advisory
Florida
$2.09M -$184K -2,397 -8%
BIA
103
Biondo Investment Advisors
Pennsylvania
$2.02M -$14.7K -192 -0.8%
NW
104
NewEdge Wealth
Pennsylvania
$2M -$89K -1,161 -4%
BAWM
105
Bennett Associates Wealth Management
Pennsylvania
$1.98M -$67.8K -885 -3%
MIFH
106
Migdal Insurance & Financial Holdings
Israel
$1.94M -$96.2K -1,255 -5%
IWC
107
Integrated Wealth Concepts
Massachusetts
$1.92M +$30K +391 +2%
KWM
108
Kingsview Wealth Management
Oregon
$1.83M -$35.6K -465 -2%
SA
109
Sanctuary Advisors
Indiana
$1.75M +$165K +2,148 +11%
DFA
110
DHJJ Financial Advisors
Illinois
$1.71M -$20.3K -265 -1%
PAS
111
Park Avenue Securities
New York
$1.71M -$113K -1,480 -7%
GRP
112
Global Retirement Partners
California
$1.67M -$51.3K -669 -3%
NWMG
113
National Wealth Management Group
Ohio
$1.64M +$1.16M +15,155 +290%
SWM
114
Sagace Wealth Management
Florida
$1.63M +$274K +3,578 +22%
MIM
115
MTM Investment Management
South Carolina
$1.6M
SAM
116
Synergy Asset Management
Washington
$1.56M +$1.49M +19,435 New
BFWM
117
Bright Futures Wealth Management
New York
$1.53M -$62.7K -818 -4%
PFA
118
Pinnacle Family Advisors
Missouri
$1.51M -$65.2K -851 -4%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$1.5M +$60.5K +789 +4%
Comerica Bank
120
Comerica Bank
Texas
$1.49M -$28.3K -369 -2%
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$1.47M +$153K +2,003 +12%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.47M -$103K -1,350 -7%
KPWS
123
Kestra Private Wealth Services
Texas
$1.45M +$595K +7,764 +76%
PAG
124
Private Advisory Group
Washington
$1.38M +$1.32M +17,227 New
CIA
125
Concurrent Investment Advisors
Florida
$1.35M +$135K +1,759 +12%

TDIV Hedge Fund Activity: Q3 2024 in Review

326 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2024, worth a combined $1.64B — up 9.2% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TDIV positions and 23 closed out — a net gain of 23 holders — while 105 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.42M.

  • 326 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $1.64B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2024 and 23 closed out, a net change of +23 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2024 was Morgan Stanley, an estimated $13.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2024.