We are live on ! Find out more
TDIV icon

First Trust NASDAQ Technology Dividend Index Fund

129 hedge funds and large institutions have $391M invested in First Trust NASDAQ Technology Dividend Index Fund in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more capital invested

Capital invested by funds: $384M → $391M (+$6.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.12% less ownership

Funds ownership: 40.67%39.55% (-1.1%)

3% less funds holding

Funds holding: 133129 (-4)

Holders
129
Holders Change
-4
Holders Change %
-3.01%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
48
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
126
Mark Sheptoff Financial Planning
Connecticut
$2K
CIAS
127
Capital Investment Advisory Services
North Carolina
$2K +$1.55K +40 +800%
WIM
128
Westside Investment Management
California
$15 +$15.5K +400 New
HH
129
Hilltop Holdings
Texas
-$1.23M -32,045 Closed
UR
130
USCA RIA
Texas
-$472K -12,323 Closed
MIAN
131
Mariner Independent Advisor Network
Kansas
-$430K -11,102 Closed
CAN
132
Cetera Advisor Networks
California
-$357K -9,408 Closed
SPC
133
Sigma Planning Corp
Michigan
-$298K -7,776 Closed
Comerica Bank
134
Comerica Bank
Texas
-$222K -5,618 Closed
CWA
135
Clarus Wealth Advisors
Arizona
-$178K -4,650 Closed
WCM
136
WealthBridge Capital Management
Ohio
-$147K -3,825 Closed
CWM
137
Cornerstone Wealth Management
Missouri
-$215K -3,228 Closed
VFA
138
Valeo Financial Advisors
Indiana
-$36K -3,166 Closed
BFC
139
Bedel Financial Consulting
Indiana
-$62K -1,629 Closed
SHIM
140
Stone House Investment Management
Pennsylvania
-$62K -1,611 Closed
CAM
141
Cresset Asset Management
Illinois
-$38K -1,004 Closed
NSIM
142
North Star Investment Management
Illinois
-$31K -812 Closed
ST
143
Sageworth Trust
Pennsylvania
-$10K -250 Closed
SWM
144
SeaCrest Wealth Management
New York
-$3K -70 Closed
APSP
145
Asset Planning Services (Pennsylvania)
Pennsylvania
-$2K -47 Closed

TDIV Hedge Fund Activity: Q2 2019 in Review

129 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2019, worth a combined $391M — up 1.6% from $384M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TDIV positions and 17 closed out — a net gain of 2 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.76M. The largest seller was Envestnet Asset Management, cutting an estimated $11.5M.

  • 129 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2019, down from 133 in Q1 2019.
  • Funds reported $391M of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2019, up 1.6% quarter-over-quarter.
  • 19 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2019 and 17 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2019 was Morgan Stanley, an estimated $6.76M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2019 was Envestnet Asset Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2019.