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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

252 hedge funds and large institutions have $1.08B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
23
Increased
107
Reduced
69
Closed
15
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$4.55M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$55.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.8M
3
PWG
3
Private Wealth Group
Florida
$5.54M
4
CAM
4
Concorde Asset Management
Michigan
$2.62M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$18.5M

Top Sellers

1
AT
1
Arden Trust
Delaware
$9.35M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$6.99M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$726K +$13.7K +244 +2%
PFA
127
Pinnacle Family Advisors
Missouri
$721K +$93.4K +1,666 +15%
SOS
128
Silver Oak Securities
Tennessee
$685K +$685K +12,218 New
TA
129
TFG Advisers
Michigan
$671K +$29.7K +530 +5%
BB
130
Berkshire Bank
Massachusetts
$624K +$3.87K +69 +0.6%
NS
131
NBC Securities
Alabama
$580K +$580K +10,350 New
OWM
132
OneAscent Wealth Management
Alabama
$532K -$45K -803 -8%
AFG
133
ABLE Financial Group
Arizona
$527K +$18.3K +326 +4%
LFG
134
Larson Financial Group
Missouri
$505K +$413K +7,364 +451%
ATPW
135
Ashton Thomas Private Wealth
Arizona
$499K – – –
BRWA
136
B. Riley Wealth Advisors
Florida
$498K +$268K +4,780 +116%
IA
137
IFG Advisory
Georgia
$497K +$497K +8,852 New
QPW
138
Quantum Private Wealth
Florida
$490K – – –
MMA
139
Miracle Mile Advisors
California
$489K -$30.5K -544 -6%
LFAS
140
Level Four Advisory Services
Texas
$474K -$226K -4,028 -32%
MCM
141
MAI Capital Management
Ohio
$472K -$3.76K -67 -0.8%
PIAS
142
PCA Investment Advisory Services
Ohio
$460K +$6.28K +112 +1%
CIBC World Market
143
CIBC World Market
Ontario, Canada
$421K +$164K +2,927 +64%
CWM
144
Cornerstone Wealth Management
Missouri
$421K +$73.6K +1,312 +21%
SAM
145
Secure Asset Management
Michigan
$420K -$1.96K -35 -0.5%
PA
146
Pinnacle Associates
New York
$420K +$21K +375 +5%
ACA
147
Atlas Capital Advisors
Wyoming
$404K -$5.61K -100 -1%
LCM
148
LVM Capital Management
Michigan
$400K – – –
PWMAG
149
Pinnacle Wealth Management Advisory Group
New Jersey
$393K – – –
WS
150
Wedbush Securities
California
$392K +$66.1K +1,179 +20%
4 5
6
7 8