We are live on ! Find out more
TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

153 hedge funds and large institutions have $501M invested in First Trust NASDAQ Technology Dividend Index Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

28% more capital invested

Capital invested by funds: $391M → $501M (+$110M)

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

8% more funds holding

Funds holding: 142 → 153 (+11)

0.74% more ownership

Funds ownership: 41.32% → 42.06% (+0.74%)

Holders
153
Holders Change
+11
Holders Change %
+7.75%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
19
Increased
56
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Flaharty Asset Management
Florida
+$10.3M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.41M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.76M
4
LPL Financial
LPL Financial
California
+$2.99M
5
UCFA
United Capital Financial Advisors
Texas
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$2.52M
2
Bank of America
Bank of America
North Carolina
-$1.11M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.08M
4
OPS
Orion Portfolio Solutions
Nebraska
-$824K
5
FHC
First Heartland Consultants
Missouri
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
151
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
NA
152
Nottingham Advisors
New York
$230 -$431K -10,963 -67%
WIM
153
Westside Investment Management
California
$16 – – –
TI
154
Trexquant Investment
Connecticut
– -$263K -7,435 Closed
CAN
155
Claraphi Advisory Network
United States
– -$214K -6,038 Closed
SMG
156
Spectrum Management Group
Indiana
– -$111K -3,150 Closed
TRCT
157
Tower Research Capital (TRC)
New York
– -$32K -901 Closed
BCM
158
Brooktree Capital Management
Michigan
– -$21K -600 Closed
AC
159
AlphaCore Capital
California
– -$19K -539 Closed
WQ
160
Wealth Quarterback
New Jersey
– -$9.98K -462 Closed
WAP
161
Wealthcare Advisory Partners
Pennsylvania
– -$3K -90 Closed
3 4 5 6
7

TDIV Hedge Fund Activity: Q2 2020 in Review

153 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2020, worth a combined $501M — up 28% from $391M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TDIV positions and 8 closed out — a net gain of 11 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Flaharty Asset Management, opening a new position worth an estimated $10.3M. The largest seller was Brinker Capital Investments, cutting an estimated $2.52M.

  • 153 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $501M of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2020, up 28% quarter-over-quarter.
  • 19 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2020 and 8 closed out, a net change of +11 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2020 was Flaharty Asset Management, an estimated $10.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2020 was Brinker Capital Investments, an estimated $2.52M sold.

Based on aggregated 13F filings for Q2 2020.