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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

264 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+12
Holders Change %
+4.76%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
33
Increased
100
Reduced
90
Closed
18
Calls
$1.96M
Puts
–
Net Calls
+$1.96M
Net Calls Change
+$677K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$256M
2
UBS Group
2
UBS Group
Switzerland
$69.4M
3
CAM
3
Concorde Asset Management
Michigan
$9.72M
4
Wells Fargo
4
Wells Fargo
California
$90M
5
LPL Financial
5
LPL Financial
California
$120M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.4M
3
BWS
3
Buck Wealth Strategies
Colorado
$0
4
Lido Advisors
4
Lido Advisors
California
$0
5
SPC
5
Sigma Planning Corp
Michigan
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
126
Element Wealth
Mississippi
$812K -$52.9K -826 -6%
TA
127
TFG Advisers
Michigan
$788K +$21.7K +338 +3%
HPC
128
Hobart Private Capital
North Carolina
$774K +$774K +12,078 New
MFS
129
Madrona Financial Services
Washington
$764K -$66.1K -1,031 -8%
CIA
130
Concurrent Investment Advisors
Florida
$750K +$750K +11,705 New
BCP
131
Blackhawk Capital Partners
Wisconsin
$718K +$718K +11,203 New
CIBC World Market
132
CIBC World Market
Ontario, Canada
$710K +$229K +3,581 +48%
NS
133
NBC Securities
Alabama
$655K -$7.49K -117 -1%
IA
134
IFG Advisory
Georgia
$651K +$84K +1,311 +15%
BB
135
Berkshire Bank
Massachusetts
$651K -$61.7K -963 -9%
AFG
136
ABLE Financial Group
Arizona
$599K -$2.76K -43 -0.5%
MMA
137
Miracle Mile Advisors
California
$573K +$14.4K +225 +3%
LFAS
138
Level Four Advisory Services
Texas
$572K +$30.7K +479 +6%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$571K – – –
LFG
140
Larson Financial Group
Missouri
$566K -$10.4K -163 -2%
QPW
141
Quantum Private Wealth
Florida
$560K – – –
MCM
142
MAI Capital Management
Ohio
$530K -$8.72K -136 -2%
PIAS
143
PCA Investment Advisory Services
Ohio
$528K +$1.35K +21 +0.3%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$526K +$526K +8,205 New
CWM
145
Cornerstone Wealth Management
Missouri
$522K +$41K +639 +9%
WWM
146
Western Wealth Management
Colorado
$514K +$514K +8,022 New
SAM
147
Secure Asset Management
Michigan
$483K +$2.69K +42 +0.6%
PA
148
Pinnacle Associates
New York
$475K -$4.68K -73 -1%
ACA
149
Atlas Capital Advisors
Wyoming
$462K – – –
EWA
150
EP Wealth Advisors
California
$460K +$199K +3,109 +76%
4 5
6
7 8