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First Trust NASDAQ Technology Dividend Index Fund

151 hedge funds and large institutions have $475M invested in First Trust NASDAQ Technology Dividend Index Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+21
Holders Change %
+16.15%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
30
Increased
56
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
126
MUFG Americas
New York
$42K +$42K +965 New
NSIM
127
North Star Investment Management
Illinois
$35K
ADL
128
Asset Dedication LLC
California
$34K
HR
129
Howe & Rusling
New York
$33K -$33K -772 -50%
EIP
130
Ellis Investment Partners
Pennsylvania
$33K +$262 +6 +0.8%
M
131
MOTCO
Texas
$30K
ACM
132
Allred Capital Management
Texas
$29.1K +$29.1K +675 New
RIA
133
Realta Investment Advisors
Delaware
$23K
VCP
134
Verus Capital Partners
Arizona
$22K +$22K +519 New
SIM
135
Sonora Investment Management
Arizona
$20K +$1.87K +44 +10%
JCM
136
Jacobi Capital Management
Pennsylvania
$19K +$169 +4 +0.9%
MF
137
Manchester Financial
California
$19K +$19K +439 New
SSB
138
Sandy Spring Bank
Maryland
$17K
Fidelity Investments
139
Fidelity Investments
Massachusetts
$15K -$2.3K -54 -13%
WQ
140
Wealth Quarterback
New Jersey
$14.5K +$14.5K +336 New
AF
141
Allworth Financial
California
$8K
GRP
142
Global Retirement Partners
California
$7K
WEC
143
Winslow Evans & Crocker
Massachusetts
$6K
AF
144
Advisornet Financial
Minnesota
$5K -$48.4K -1,209 -91%
LAS
145
Lloyd Advisory Services
Georgia
$5K +$5K +109 New
IA
146
IFP Advisors
Florida
$4K -$1.59M -39,631 -100%
TRCT
147
Tower Research Capital (TRC)
New York
$3K -$189K -3,778 -98%
MSFP
148
Mark Sheptoff Financial Planning
Connecticut
$3K
AIM
149
Anchor Investment Management
South Carolina
$2.24K
HNB
150
Huntington National Bank
Ohio
$2K