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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
101
Kingswood Wealth Advisors
California
$2.18M +$1.15M +14,306 +106%
FPWM
102
FSB Premier Wealth Management
Iowa
$2.16M -$107K -1,339 -5%
OFS
103
OneAscent Financial Services
Alabama
$2.15M +$2.2M +27,430 New
CWM
104
Connecticut Wealth Management
Connecticut
$2.1M
RWA
105
Redhawk Wealth Advisors
Minnesota
$2.07M -$20K -250 -0.9%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$2.06M +$1.39M +17,319 +193%
BIA
107
Biondo Investment Advisors
Pennsylvania
$1.97M -$1.6K -20 -0.1%
IWC
108
Integrated Wealth Concepts
Massachusetts
$1.96M +$86.2K +1,076 +4%
NW
109
NewEdge Wealth
Pennsylvania
$1.93M -$16.1K -201 -0.8%
BAWM
110
Bennett Associates Wealth Management
Pennsylvania
$1.93M -$1.92K -24 -0.1%
SA
111
Sanctuary Advisors
Indiana
$1.88M +$113K +1,413 +6%
GIA
112
Gladstone Institutional Advisory
Florida
$1.81M -$238K -2,974 -11%
KWM
113
Kingsview Wealth Management
Oregon
$1.79M +$4.09K +51 +0.2%
NWMG
114
National Wealth Management Group
Ohio
$1.77M +$177K +2,206 +11%
WEG
115
World Equity Group
Illinois
$1.75M -$675K -8,420 -27%
PA
116
PFG Advisors
Arizona
$1.75M +$1.35M +16,804 +308%
MIFH
117
Migdal Insurance & Financial Holdings
Israel
$1.71M -$187K -2,332 -10%
GRP
118
Global Retirement Partners
California
$1.68M +$50.4K +629 +3%
DFA
119
DHJJ Financial Advisors
Illinois
$1.66M -$14.5K -181 -0.8%
LWP
120
LeClair Wealth Partners
Ohio
$1.63M +$1.66M +20,741 New
CIA
121
Concurrent Investment Advisors
Florida
$1.59M +$278K +3,470 +21%
PFA
122
Pinnacle Family Advisors
Missouri
$1.57M +$94.5K +1,179 +6%
MIM
123
MTM Investment Management
South Carolina
$1.57M -$6.01K -75 -0.4%
SAM
124
Synergy Asset Management
Washington
$1.56M
Comerica Bank
125
Comerica Bank
Texas
$1.5M +$50.6K +632 +3%

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.