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First Trust NASDAQ Technology Dividend Index Fund

162 hedge funds and large institutions have $542M invested in First Trust NASDAQ Technology Dividend Index Fund in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more call options, than puts

Call options by funds: $245K | Put options by funds: $210K

8% more capital invested

Capital invested by funds: $501M → $542M (+$40.8M)

6% more funds holding

Funds holding: 153162 (+9)

1.7% more ownership

Funds ownership: 42.06%43.76% (+1.7%)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
19
Increased
50
Reduced
63
Closed
10
Calls
$245K
Puts
$210K
Net Calls
+$35K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
126
American Portfolios Advisors
New York
$67.6K +$61.1K +1,394 +929%
BEI
127
Benjamin Edwards Inc
Missouri
$52K +$2.98K +68 +6%
CAL
128
Capital Advisors Ltd
Ohio
$50K +$482 +11 +1%
JAWM
129
J. Arnold Wealth Management
Ohio
$46K +$46.2K +1,055 New
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$44K -$6.93K -158 -13%
WP
131
WealthShield Partners
North Carolina
$43K
MA
132
MUFG Americas
New York
$42K
ACA
133
Aptus Capital Advisors
Alabama
$41K +$2.72K +62 +7%
NL
134
NVWM LLC
Pennsylvania
$39K -$37.3K -850 -49%
NSIM
135
North Star Investment Management
Illinois
$36K
ADL
136
Asset Dedication LLC
California
$35K
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$34K
EIP
138
Ellis Investment Partners
Pennsylvania
$33K +$175 +4 +0.5%
US Bancorp
139
US Bancorp
Minnesota
$31K -$2.76K -63 -8%
M
140
MOTCO
Texas
$31K
BSG
141
Black Swift Group
Colorado
$31K +$30.7K +700 New
NFSG
142
Newbridge Financial Services Group
Florida
$29K +$28.8K +658 New
CAAS
143
Capital Asset Advisory Services
Michigan
$25K +$25.5K +582 New
OC
144
Oakworth Capital
Alabama
$22K +$21.9K +500 New
SIM
145
Sonora Investment Management
Arizona
$21K
JCM
146
Jacobi Capital Management
Pennsylvania
$20K +$88 +2 +0.4%
GI
147
Gradient Investments
Minnesota
$14K
SSB
148
Sandy Spring Bank
Maryland
$13K
FRA
149
Front Row Advisors
California
$11K +$9.86K +225 New
GEA
150
Glen Eagle Advisors
New Jersey
$10.3K