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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

142 hedge funds and large institutions have $391M invested in First Trust NASDAQ Technology Dividend Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
17
Increased
56
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$12.8M
2
RJA
Raymond James & Associates
Florida
+$9.12M
3
SWP
Stratos Wealth Partners
Ohio
+$8.76M
4
Bank of America
Bank of America
North Carolina
+$7.94M
5
Wells Fargo
Wells Fargo
California
+$3.71M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$8.29M
2
NA
Nottingham Advisors
New York
-$4.73M
3
AIA
Avalon Investment & Advisory
Texas
-$4.2M
4
Morgan Stanley
Morgan Stanley
New York
-$3.36M
5
IAA
Independent Advisor Alliance
North Carolina
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
126
Sonora Investment Management
Arizona
$17K – – –
JCM
127
Jacobi Capital Management
Pennsylvania
$16K – – –
SSB
128
Sandy Spring Bank
Maryland
$11K -$3.67K -100 -25%
WQ
129
Wealth Quarterback
New Jersey
$9.98K +$2.72K +126 +38%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$9K -$2.96K -87 -25%
APA
131
American Portfolios Advisors
New York
$8.03K -$87.6K -2,477 -92%
AF
132
Allworth Financial
California
$6K – – –
GRP
133
Global Retirement Partners
California
$6K – – –
SFS
134
Sowell Financial Services
Arkansas
$6K +$6K +170 New
CB
135
Community Bank
New York
$4K -$199K -4,980 -98%
IA
136
IFP Advisors
Florida
$4K – – –
WEC
137
Winslow Evans & Crocker
Massachusetts
$4K – – –
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +90 New
MSFP
139
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
AIM
140
Anchor Investment Management
South Carolina
$1.84K – – –
GEA
141
Glen Eagle Advisors
New Jersey
$1.24K +$637 +18 +106%
WIM
142
Westside Investment Management
California
$14 +$14 +400 New
AIA
143
Avalon Investment & Advisory
Texas
– -$4.2M -97,355 Closed
IAA
144
Independent Advisor Alliance
North Carolina
– -$2.43M -56,336 Closed
DAS
145
Dynamic Advisor Solutions
Arizona
– -$2.27M -52,636 Closed
BAAM
146
Baker Avenue Asset Management
California
– -$2.26M -52,377 Closed
GTAM
147
Global Trust Asset Management
Florida
– -$1.82M -42,101 Closed
RIA
148
Regal Investment Advisors
Michigan
– -$1.09M -25,272 Closed
PFA
149
Pettinga Financial Advisors
Indiana
– -$506K -11,730 Closed
JWCA
150
J.W. Cole Advisors
Florida
– -$460K -10,669 Closed
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