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First Trust NASDAQ Technology Dividend Index Fund

162 hedge funds and large institutions have $542M invested in First Trust NASDAQ Technology Dividend Index Fund in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more call options, than puts

Call options by funds: $245K | Put options by funds: $210K

8% more capital invested

Capital invested by funds: $501M → $542M (+$40.8M)

6% more funds holding

Funds holding: 153162 (+9)

1.7% more ownership

Funds ownership: 42.06%43.76% (+1.7%)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
19
Increased
50
Reduced
63
Closed
10
Calls
$245K
Puts
$210K
Net Calls
+$35K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$8K
GRP
152
Global Retirement Partners
California
$7K
SFS
153
Sowell Financial Services
Arkansas
$7K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$6K
IF
155
Ironwood Financial
Arizona
$5K +$5.48K +125 New
CFN
156
Cordasco Financial Network
Florida
$4K
IA
157
IFP Advisors
Florida
$4K
WEC
158
Winslow Evans & Crocker
Massachusetts
$4K
MSFP
159
Mark Sheptoff Financial Planning
Connecticut
$3K
AIM
160
Anchor Investment Management
South Carolina
$2.28K
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$1.48K -$240K -5,464 -13%
FHA
162
Flagship Harbor Advisors
Massachusetts
$1K +$1.31K +30 New
RIA
163
Regal Investment Advisors
Michigan
-$1.58M -37,913 Closed
Jane Street
164
Jane Street
New York
-$718K -17,199 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
-$540K -12,325 Closed
IAA
166
Independent Advisor Alliance
North Carolina
-$1.88M -10,629 Closed
Baird Financial Group
167
Baird Financial Group
Wisconsin
-$259K -6,200 Closed
NA
168
Nottingham Advisors
New York
-$230 -5,416 Closed
SF
169
Synovus Financial
Georgia
-$42K -1,000 Closed
MF
170
Manchester Financial
California
-$23K -550 Closed
WIM
171
Westside Investment Management
California
-$16 -400 Closed
CB
172
Community Bank
New York
-$4K -100 Closed