First Trust NASDAQ Technology Dividend Index Fund
TDIV
217 hedge funds and large institutions have $840M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 16 closing their positions.
194% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 16
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
18% more capital invested
Capital invested by funds: $712M → $840M (+$128M)
16% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 61
14% more funds holding
Funds holding: 191 → 217 (+26)
2.4% more ownership
Funds ownership: 44.07% → 46.47% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$9.41M |
| 2 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$4.92M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.99M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.39M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$3.47M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.17M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.08M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$894K |
| 5 |
VF
Virtu Financial
New York
|
-$781K |
TDIV Hedge Fund Activity: Q4 2021 in Review
217 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2021, worth a combined $840M — up 18% from $712M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new TDIV positions and 16 closed out — a net gain of 31 holders — while 71 added to existing stakes and 61 trimmed.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $9.41M. The largest seller was First Heartland Consultants, cutting an estimated $3.47M.
- 217 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2021, up from 191 in Q3 2021.
- Funds reported $840M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2021, up 18% quarter-over-quarter.
- 47 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2021 and 16 closed out, a net change of +31 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2021 was International Assets Investment Management, an estimated $9.41M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2021 was First Heartland Consultants, an estimated $3.47M sold.
Based on aggregated 13F filings for Q4 2021.