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First Trust NASDAQ Technology Dividend Index Fund

191 hedge funds and large institutions have $712M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $707M → $712M (+$5.39M)

0.72% more ownership

Funds ownership: 43.35%44.07% (+0.72%)

1% more funds holding

Funds holding: 190191 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
77
Reduced
55
Closed
13
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
-$288K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$242K
BWA
127
BDO Wealth Advisors
Florida
$239K
Baird Financial Group
128
Baird Financial Group
Wisconsin
$234K
DJYG
129
David J. Yvars Group
Florida
$232K
NA
130
NewEdge Advisors
Louisiana
$227K +$2.38K +41 +1%
ACS
131
Archford Capital Strategies
Illinois
$222K +$228K +3,928 New
EP
132
Eudaimonia Partners
Tennessee
$221K +$406 +7 +0.2%
PFG
133
Pacific Financial Group
Washington
$213K -$7.76K -134 -3%
BBPWM
134
Blue Bell Private Wealth Management
Pennsylvania
$213K
DWP
135
Destiny Wealth Partners
Florida
$141K +$144K +2,493 New
Citigroup
136
Citigroup
New York
$120K -$442K -7,626 -78%
AWM
137
Avior Wealth Management
Nebraska
$119K +$13.4K +231 +12%
SWM
138
Selective Wealth Management
Virginia
$116K +$26.1K +450 +28%
AWA
139
Arkadios Wealth Advisors
Georgia
$114K -$581K -10,018 -83%
KFI
140
Key Financial Inc
Pennsylvania
$107K
HNB
141
Huntington National Bank
Ohio
$91K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$77K +$76.9K +1,327 New
PO
143
Private Ocean
California
$61K
BDWM
144
Brewin Dolphin Wealth Management
Ireland
$56.5K
BEI
145
Benjamin Edwards Inc
Missouri
$54K -$348 -6 -0.6%
NFSG
146
Newbridge Financial Services Group
Florida
$53K
Jones Financial Companies
147
Jones Financial Companies
Missouri
$51K +$52.2K +900 New
CIAS
148
Capital Investment Advisory Services
North Carolina
$50K -$15.9K -274 -24%
JEST
149
JTC Employer Solutions Trustee
Jersey
$50K
NL
150
NVWM LLC
Pennsylvania
$50K

TDIV Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2021, worth a combined $712M — up 0.76% from $707M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TDIV positions and 13 closed out — a net gain of 2 holders — while 77 added to existing stakes and 55 trimmed.

The largest buyer was Truist Financial, adding an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $5.92M.

  • 191 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2021, up from 190 in Q2 2021.
  • Funds reported $712M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2021, up 0.76% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2021 and 13 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2021 was Truist Financial, an estimated $12M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2021 was Wells Fargo, an estimated $5.92M sold.

Based on aggregated 13F filings for Q3 2021.