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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

232 hedge funds and large institutions have $743M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
26
Increased
91
Reduced
65
Closed
17
Calls
$865K
Puts
–
Net Calls
+$865K
Net Calls Change
+$283K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$100M
2
AWM
AE Wealth Management
Kansas
$7.9M
3
Wells Fargo
Wells Fargo
California
$58.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$14.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$69.4M
2
Truist Financial
Truist Financial
North Carolina
$2.62M
3
KAS
Kestra Advisory Services
Texas
$4.68M
4
MPM
Meritage Portfolio Management
Kansas
$0
5
RIA
Regal Investment Advisors
Michigan
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
126
WealthBridge Capital Management
Ohio
$356K – – –
LCM
127
LVM Capital Management
Michigan
$353K -$22.3K -510 -6%
LFAS
128
Level Four Advisory Services
Texas
$351K -$873 -20 -0.2%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$347K -$126K -2,900 -27%
HIA
130
Harbor Investment Advisory
Maryland
$331K – – –
IA
131
IFG Advisory
Georgia
$321K -$3.23K -74 -1%
CWM
132
Cornerstone Wealth Management
Missouri
$308K -$9.21K -211 -3%
TRCT
133
Tower Research Capital (TRC)
New York
$306K +$306K +6,998 New
PFS
134
Prospera Financial Services
Texas
$290K +$10.2K +232 +4%
PTP
135
Platform Technology Partners
New York
$286K -$79.2K -1,814 -22%
AWA
136
Arkadios Wealth Advisors
Georgia
$284K -$135K -3,084 -32%
PFA
137
Pinnacle Family Advisors
Missouri
$282K +$282K +6,457 New
WW
138
Waterfront Wealth
Kansas
$276K – – –
GCA
139
Genesee Capital Advisors
New York
$273K +$1.23K +28 +0.5%
VWA
140
Visionary Wealth Advisors
Illinois
$272K – – –
WS
141
Wedbush Securities
California
$265K +$32.9K +754 +14%
SMF
142
Sterling Manor Financial
New York
$264K – – –
AAMA
143
Advanced Asset Management Advisors
Ohio
$263K +$3.5K +80 +1%
IGWM
144
ICA Group Wealth Management
Colorado
$252K – – –
VWA
145
V Wealth Advisors
Kansas
$244K +$43K +983 +21%
IWN
146
Independent Wealth Network
Iowa
$240K +$23K +526 +11%
Mariner
147
Mariner
Kansas
$238K +$238K +5,446 New
NFP
148
NorthLanding Financial Partners
New York
$237K +$237K +5,419 New
FP
149
Financial Perspectives
Minnesota
$232K +$43K +985 +23%
IWC
150
Integrated Wealth Concepts
Massachusetts
$229K +$9.83K +225 +4%
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6
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