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First Trust NASDAQ Technology Dividend Index Fund

234 hedge funds and large institutions have $789M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

15% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $743M → $789M (+$46.7M)

1% more funds holding

Funds holding: 232234 (+2)

1.04% less ownership

Funds ownership: 51.9%50.86% (-1%)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
31
Increased
92
Reduced
80
Closed
25
Calls
$1.18M
Puts
Net Calls
+$1.18M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$412K +$188K +3,936 +84%
NWM
127
Northcape Wealth Management
New York
$407K -$54.8K -1,150 -12%
MCM
128
MAI Capital Management
Ohio
$403K +$402K +8,442 New
GWP
129
Gateway Wealth Partners
Wisconsin
$386K +$386K +8,087 New
LCM
130
LVM Capital Management
Michigan
$386K
HIA
131
Harbor Investment Advisory
Maryland
$361K -$1.19K -25 -0.3%
PA
132
Pinnacle Associates
New York
$358K +$357K +7,493 New
IA
133
IFG Advisory
Georgia
$356K +$4.91K +103 +1%
TRCT
134
Tower Research Capital (TRC)
New York
$348K +$14.1K +296 +4%
PWMAG
135
Pinnacle Wealth Management Advisory Group
New Jersey
$334K +$334K +7,000 New
AWA
136
Arkadios Wealth Advisors
Georgia
$331K +$20.1K +421 +6%
PFA
137
Pinnacle Family Advisors
Missouri
$328K +$19.4K +406 +6%
EWM
138
EPG Wealth Management
Georgia
$326K -$82.4K -1,728 -20%
GWM
139
Geneos Wealth Management
Colorado
$323K -$77.6K -1,627 -19%
WCM
140
WealthBridge Capital Management
Ohio
$321K -$17.6K -370 -5%
PFA
141
Pathway Financial Advisers
Indiana
$308K +$307K +6,448 New
WS
142
Wedbush Securities
California
$308K +$17.4K +366 +6%
AFP
143
Alpha Financial Partners
Kentucky
$307K +$306K +6,428 New
WW
144
Waterfront Wealth
Kansas
$305K -$286 -6 -0.1%
AAMA
145
Advanced Asset Management Advisors
Ohio
$305K +$17.5K +367 +6%
SAM
146
Secure Asset Management
Michigan
$303K +$303K +6,348 New
GCA
147
Genesee Capital Advisors
New York
$300K +$1.38K +29 +0.5%
VWA
148
Visionary Wealth Advisors
Illinois
$293K -$4.77K -100 -2%
DWMS
149
Dominguez Wealth Management Solutions
Virginia
$285K +$285K +5,971 New
PAG
150
Private Advisor Group
New Jersey
$264K -$3.88M -81,436 -63%

TDIV Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2022, worth a combined $789M — up 6.3% from $743M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TDIV positions and 25 closed out — a net gain of 6 holders — while 92 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.8M. The largest seller was Miracle Mile Advisors, cutting an estimated $34.4M.

  • 234 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2022, up from 232 in Q3 2022.
  • Funds reported $789M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2022 and 25 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2022 was Goldman Sachs, an estimated $11.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2022 was Miracle Mile Advisors, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2022.