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First Trust NASDAQ Technology Dividend Index Fund

228 hedge funds and large institutions have $902M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $840M → $902M (+$62M)

5% more funds holding

Funds holding: 217228 (+11)

2.69% more ownership

Funds ownership: 46.47%49.16% (+2.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
228
Holders Change
+11
Holders Change %
+5.07%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
30
Increased
89
Reduced
61
Closed
17
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
151
Strategic Blueprint
Georgia
$272K +$68K +1,146 +33%
M&T Bank
152
M&T Bank
New York
$270K -$83.1K -1,400 -23%
BB
153
Berkshire Bank
Massachusetts
$266K +$268K +4,509 New
FP
154
Financial Perspectives
Minnesota
$255K +$237 +4 +0.1%
IA
155
IFG Advisory
Georgia
$252K +$254K +4,278 New
BWA
156
BDO Wealth Advisors
Florida
$249K
CNB
157
Camden National Bank
Maine
$243K -$35.2K -593 -13%
SB
158
Sunflower Bank
Texas
$237K -$64.4K -1,085 -21%
William Blair & Company
159
William Blair & Company
Illinois
$235K +$5.64K +95 +2%
EP
160
Eudaimonia Partners
Tennessee
$232K +$233K +3,932 New
CA
161
CoreCap Advisors
Michigan
$227K +$72.4K +1,220 +46%
WWM
162
Western Wealth Management
Colorado
$226K +$228K +3,849 New
IWN
163
Independent Wealth Network
Iowa
$224K +$225K +3,795 New
BBPWM
164
Blue Bell Private Wealth Management
Pennsylvania
$222K
KIA
165
Kraematon Investment Advisors
Massachusetts
$214K -$16.4K -277 -7%
HWM
166
Horizon Wealth Management
Illinois
$209K
DWP
167
Destiny Wealth Partners
Florida
$147K
Fidelity Investments
168
Fidelity Investments
Massachusetts
$131K +$114K +1,922 +624%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$121K -$17.3K -291 -13%
BEI
170
Benjamin Edwards Inc
Missouri
$113K +$56.4K +951 +99%
AWM
171
Avior Wealth Management
Nebraska
$112K -$11.9K -200 -9%
KFI
172
Key Financial Inc
Pennsylvania
$112K
HBW
173
Hazlett, Burt & Watson
West Virginia
$100K +$100K +1,691 New
TWC
174
TD Waterhouse Canada
Ontario, Canada
$95.7K -$55.3K -931 -38%
LF
175
Lee Financial
Texas
$79K +$79.8K +1,344 New

TDIV Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2022, worth a combined $902M — up 7.4% from $840M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TDIV positions and 17 closed out — a net gain of 13 holders — while 89 added to existing stakes and 61 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $31.1M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $6.8M sold.

  • 228 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $902M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2022 and 17 closed out, a net change of +13 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2022 was Miracle Mile Advisors, an estimated $31.1M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2022 was International Assets Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2022.