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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

190 hedge funds and large institutions have $707M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
60
Reduced
66
Closed
15
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$542K

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$7.72M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$5.79M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.94M
4
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$4.68M
5
LPL Financial
5
LPL Financial
California
$38.6M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$147K
2
UBS Group
2
UBS Group
Switzerland
$39.7M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.93M
5
BA
5
Ballew Advisors
Mississippi
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$275K – – –
CNB
127
Camden National Bank
Maine
$272K -$35.8K -624 -12%
CF
128
Centaurus Financial
California
$252K +$41.6K +1,200 +20%
William Blair & Company
129
William Blair & Company
Illinois
$245K – – –
BWA
130
BDO Wealth Advisors
Florida
$242K – – –
Baird Financial Group
131
Baird Financial Group
Wisconsin
$238K – – –
DJYG
132
David J. Yvars Group
Florida
$235K – – –
NA
133
NewEdge Advisors
Louisiana
$228K -$5.05K -88 -2%
PFG
134
Pacific Financial Group
Washington
$224K -$18K -314 -7%
EP
135
Eudaimonia Partners
Tennessee
$224K +$803 +14 +0.4%
VFA
136
Valeo Financial Advisors
Indiana
$224K +$1.6K +124 +0.7%
BBPWM
137
Blue Bell Private Wealth Management
Pennsylvania
$216K -$24.1K -420 -10%
FP
138
Financial Perspectives
Minnesota
$147K -$6.95M -121,207 -98%
EVM
139
Eaton Vance Management
Massachusetts
$143K – – –
KFI
140
Key Financial Inc
Pennsylvania
$110K – – –
AWM
141
Avior Wealth Management
Nebraska
$108K -$5.03K -88 -4%
ACM
142
Anfield Capital Management
California
$96K +$96K +1,681 New
SWM
143
Selective Wealth Management
Virginia
$92K +$92K +1,600 New
TRCT
144
Tower Research Capital (TRC)
New York
$91K +$91K +1,583 New
CIAS
145
Capital Investment Advisory Services
North Carolina
$67K +$67K +1,164 New
PO
146
Private Ocean
California
$62K -$17.6K -306 -22%
BDWM
147
Brewin Dolphin Wealth Management
Ireland
$57.3K +$57.3K +1,000 New
WP
148
WealthShield Partners
North Carolina
$57K – – –
BEI
149
Benjamin Edwards Inc
Missouri
$56K -$289 -5 -0.5%
MIFH
150
Migdal Insurance & Financial Holdings
Israel
$56K – – –
4 5
6
7 8