TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

305 hedge funds and large institutions have $1.5B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+25
Holders Change %
+8.93%
% of All Funds
4.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
41
Increased
108
Reduced
104
Closed
12
Calls
$741K
Puts
–
Net Calls
+$741K
Net Calls Change
-$1.2M

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$9.37M
2
NA
2
NewEdge Advisors
Louisiana
$16.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.4M
4
Wells Fargo
4
Wells Fargo
California
$121M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$2.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$22.7M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
126
Concurrent Investment Advisors
Florida
$1.14M +$343K +4,536 +43%
RPCONE
127
Retirement Planning Company of New England
Rhode Island
$1.12M -$13.5K -178 -1%
MOS
128
MGO One Seven
Ohio
$1.07M -$7.49K -99 -0.7%
TA
129
TFG Advisers
Michigan
$1.06M +$78.5K +1,038 +8%
ATPW
130
Ashton Thomas Private Wealth
Arizona
$1.06M – – –
KWA
131
Kingswood Wealth Advisors
California
$1.05M +$184K +2,428 +21%
SOS
132
Silver Oak Securities
Tennessee
$1.02M +$7.72K +102 +0.8%
GM
133
GeoWealth Management
Illinois
$942K +$106K +1,406 +13%
EW
134
Element Wealth
Mississippi
$933K -$9.84K -130 -1%
ECA
135
Elevated Capital Advisors
Utah
$932K -$2.07M -27,342 -69%
KDA
136
Kraft Davis & Associates
Missouri
$904K +$904K +11,948 New
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
$851K +$54.7K +723 +7%
MFS
138
Madrona Financial Services
Washington
$830K -$66K -872 -7%
DC
139
Davenport & Co
Virginia
$823K +$823K +10,877 New
KPWS
140
Kestra Private Wealth Services
Texas
$778K -$121K -1,603 -13%
Jane Street
141
Jane Street
New York
$772K +$772K +10,199 New
BCP
142
Blackhawk Capital Partners
Wisconsin
$747K -$28.7K -379 -4%
NS
143
NBC Securities
Alabama
$741K -$19.5K -258 -3%
GPW
144
Gentry Private Wealth
Kansas
$688K +$688K +9,098 New
OIA
145
OneDigital Investment Advisors
Kansas
$676K -$683K -9,031 -50%
MMA
146
Miracle Mile Advisors
California
$668K – – –
BCM
147
Barometer Capital Management
Ontario, Canada
$666K +$666K +8,800 New
NEWAS
148
N.E.W. Advisory Services
Wisconsin
$656K +$656K +8,667 New
LFG
149
Larson Financial Group
Missouri
$638K +$33.3K +440 +6%
IA
150
IFG Advisory
Georgia
$631K +$631K +8,333 New
4 5
6
7 8