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First Trust NASDAQ Technology Dividend Index Fund

281 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

6% more funds holding

Funds holding: 265281 (+16)

7% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 100

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$885K)

4.16% less ownership

Funds ownership: 61.18%57.02% (-4.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
107
Reduced
100
Closed
14
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
126
MGO One Seven
Ohio
$997K -$145K -2,173 -13%
ATPW
127
Ashton Thomas Private Wealth
Arizona
$976K +$341K +5,101 +57%
SOS
128
Silver Oak Securities
Tennessee
$930K -$29.6K -443 -3%
TA
129
TFG Advisers
Michigan
$905K +$46.6K +697 +6%
EW
130
Element Wealth
Mississippi
$869K -$13.1K -196 -2%
KPWS
131
Kestra Private Wealth Services
Texas
$828K -$1.87M -27,989 -70%
MFS
132
Madrona Financial Services
Washington
$825K -$5.29K -79 -0.7%
KWA
133
Kingswood Wealth Advisors
California
$795K +$764K +11,415 New
GM
134
GeoWealth Management
Illinois
$769K +$423K +6,317 +134%
CIA
135
Concurrent Investment Advisors
Florida
$735K -$77.7K -1,161 -10%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$733K +$155K +2,323 +28%
BCP
137
Blackhawk Capital Partners
Wisconsin
$714K -$63.8K -953 -9%
NS
138
NBC Securities
Alabama
$711K -$11.7K -175 -2%
AFG
139
ABLE Financial Group
Arizona
$618K -$32.6K -487 -5%
MMA
140
Miracle Mile Advisors
California
$615K -$7.69K -115 -1%
QWM
141
Quadcap Wealth Management
Texas
$581K +$558K +8,345 New
MCM
142
MAI Capital Management
Ohio
$576K -$870 -13 -0.2%
PIAS
143
PCA Investment Advisory Services
Ohio
$574K +$535 +8 +0.1%
LFAS
144
Level Four Advisory Services
Texas
$572K
CWM
145
Cornerstone Wealth Management
Missouri
$568K +$1.07K +16 +0.2%
LFG
146
Larson Financial Group
Missouri
$556K -$56.6K -846 -10%
QPW
147
Quantum Private Wealth
Florida
$548K -$58.6K -876 -10%
TA
148
TrueWealth Advisors
Alabama
$537K +$47.4K +709 +10%
EWA
149
EP Wealth Advisors
California
$521K +$20.4K +305 +4%
PA
150
Pinnacle Associates
New York
$514K -$2.61K -39 -0.5%

TDIV Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2024, worth a combined $1.37B — down 0.06% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TDIV positions and 14 closed out — a net gain of 20 holders — while 107 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 281 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2024, up from 265 in Q4 2023.
  • Funds reported $1.37B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2024 was Cetera Advisors, an estimated $18.9M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.