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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
126
Kestra Private Wealth Services
Texas
$1.42M +$3.37K +42 +0.2%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$1.4M -$59.6K -744 -4%
CFGS
128
Concourse Financial Group Securities
Alabama
$1.39M +$79.5K +992 +6%
TA
129
TFG Advisers
Michigan
$1.37M +$158K +1,969 +13%
SWM
130
Sagace Wealth Management
Florida
$1.34M -$221K -2,753 -14%
BCA
131
Bay Colony Advisors
Massachusetts
$1.32M +$89K +1,111 +7%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$1.31M +$15.5K +194 +1%
GSWM
133
Golden State Wealth Management
California
$1.3M +$1.33M +16,628 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$1.3M -$161K -2,015 -11%
HA
135
Huntleigh Advisors
Missouri
$1.24M +$1.26M +15,753 New
SP
136
Sequent Planning
Nebraska
$1.23M -$31.1K -388 -2%
RPCONE
137
Retirement Planning Company of New England
Rhode Island
$1.2M +$6.17K +77 +0.5%
ACG
138
Allen Capital Group
Nebraska
$1.19M -$40.6K -507 -3%
RIP
139
Reliant Investment Partners
North Carolina
$1.12M +$1.14M +14,257 New
CA
140
CoreCap Advisors
Michigan
$1.12M -$13.4K -167 -1%
ATPW
141
Ashton Thomas Private Wealth
Arizona
$1.08M -$160 -2 -0%
PWP
142
Prasad Wealth Partners
Ohio
$1.03M +$1.05M +13,135 New
EW
143
Element Wealth
Mississippi
$1.01M +$39.3K +490 +4%
CCA
144
Clearwater Capital Advisors
Illinois
$957K -$1.47M -18,296 -60%
MOS
145
MGO One Seven
Ohio
$937K -$137K -1,705 -12%
ECA
146
Elevated Capital Advisors
Utah
$934K -$13.2K -165 -1%
TWM
147
TCFG Wealth Management
California
$925K +$1.04K +13 +0.1%
IFG
148
Independent Financial Group
California
$907K +$163K +2,029 +21%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$846K +$229K +2,854 +36%
Jones Financial Companies
150
Jones Financial Companies
Missouri
$846K +$647K +8,080 +299%

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.