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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

190 hedge funds and large institutions have $707M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
60
Reduced
66
Closed
15
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$542K

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$7.72M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$5.79M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.94M
4
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$4.68M
5
LPL Financial
5
LPL Financial
California
$38.6M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$147K
2
UBS Group
2
UBS Group
Switzerland
$39.7M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.93M
5
BA
5
Ballew Advisors
Mississippi
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Accel Wealth Management
Iowa
$55K +$286 +5 +0.5%
NFSG
152
Newbridge Financial Services Group
Florida
$54K -$3.23K -56 -6%
NL
153
NVWM LLC
Pennsylvania
$51K – – –
JEST
154
JTC Employer Solutions Trustee
Jersey
$50K +$50K +880 New
NSIM
155
North Star Investment Management
Illinois
$47K – – –
MA
156
MUFG Americas
New York
$46K -$8.94K -157 -16%
ADL
157
Asset Dedication LLC
California
$46K – – –
ACA
158
Aptus Capital Advisors
Alabama
$45K – – –
EIP
159
Ellis Investment Partners
Pennsylvania
$44K +$169 +3 +0.4%
US Bancorp
160
US Bancorp
Minnesota
$40K -$343 -6 -0.9%
CAAS
161
Capital Asset Advisory Services
Michigan
$33K – – –
OC
162
Oakworth Capital
Alabama
$29K – – –
VNA
163
Valley National Advisers
Pennsylvania
$29K – – –
SIM
164
Sonora Investment Management
Arizona
$27K – – –
1IA
165
1834 Investment Advisors
Wisconsin
$23K -$380K -6,641 -94%
M
166
MOTCO
Texas
$21K – – –
GI
167
Gradient Investments
Minnesota
$18K – – –
SSB
168
Sandy Spring Bank
Maryland
$17K – – –
GEA
169
Glen Eagle Advisors
New Jersey
$13.5K – – –
WWM
170
Wagner Wealth Management
South Carolina
$13K -$11.8K -200 -48%
FRA
171
Front Row Advisors
California
$13K – – –
IA
172
IFP Advisors
Florida
$13K +$7.22K +125 +125%
MAM
173
Meeder Asset Management
Ohio
$13K +$13K +234 New
APA
174
American Portfolios Advisors
New York
$12.1K +$3.5K +61 +41%
DA
175
DCM Advisors
New York
$12K +$12K +203 New
5 6
7
8 9