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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

183 hedge funds and large institutions have $639M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
58
Reduced
68
Closed
12
Calls
$610K
Puts
–
Net Calls
+$610K
Net Calls Change
+$180K

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$8.71M
2
UBS Group
2
UBS Group
Switzerland
$43.7M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$4.79M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.32M
5
LPL Financial
5
LPL Financial
California
$32.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$86M
2
Bank of America
2
Bank of America
North Carolina
$74.6M
3
KAS
3
Kestra Advisory Services
Texas
$2.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
126
Pacific Financial Group
Washington
$228K +$228K +4,214 New
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$226K -$6.48K -120 -3%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$224K -$324 -6 -0.1%
DJYG
129
David J. Yvars Group
Florida
$220K – – –
NA
130
NewEdge Advisors
Louisiana
$219K -$40.1K -743 -15%
VFA
131
Valeo Financial Advisors
Indiana
$218K +$56.3K +4,461 +35%
CAL
132
Capital Advisors Ltd
Ohio
$217K +$136K +2,520 +167%
EP
133
Eudaimonia Partners
Tennessee
$210K +$755 +14 +0.4%
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$207K +$207K +3,836 New
CF
135
Centaurus Financial
California
$200K +$27.9K +846 +16%
PFS
136
Prospera Financial Services
Texas
$200K +$200K +3,712 New
DWP
137
Destiny Wealth Partners
Florida
$135K – – –
EVM
138
Eaton Vance Management
Massachusetts
$135K +$135K +2,500 New
AWM
139
Avior Wealth Management
Nebraska
$106K +$106K +1,978 New
KFI
140
Key Financial Inc
Pennsylvania
$103K – – –
PO
141
Private Ocean
California
$75K -$25.5K -469 -25%
AIC
142
Ameritas Investment Company
Nebraska
$54.9K +$54.9K +1,017 New
NFSG
143
Newbridge Financial Services Group
Florida
$54K +$18.1K +333 +51%
WP
144
WealthShield Partners
North Carolina
$54K +$54K +993 New
MIFH
145
Migdal Insurance & Financial Holdings
Israel
$53K -$342K -6,284 -87%
BEI
146
Benjamin Edwards Inc
Missouri
$53K -$761 -14 -1%
MA
147
MUFG Americas
New York
$52K – – –
AWM
148
Accel Wealth Management
Iowa
$52K +$109 +2 +0.2%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$51K +$9.07K +169 +22%
NL
150
NVWM LLC
Pennsylvania
$48K – – –
4 5
6
7 8