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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

226 hedge funds and large institutions have $823M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 91 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
17
Increased
91
Reduced
66
Closed
17
Calls
$582K
Puts
–
Net Calls
+$582K
Net Calls Change
-$332K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$46.8M
2
MMA
2
Miracle Mile Advisors
California
$38.5M
3
KCM
3
Karp Capital Management
California
$7.97M
4
LPL Financial
4
LPL Financial
California
$42.7M
5
Bank of America
5
Bank of America
North Carolina
$89.7M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.58M
3
MAP
3
Milestone Advisory Partners
North Carolina
$655K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$223K -$8.8K -175 -4%
FP
152
Financial Perspectives
Minnesota
$217K +$251 +5 +0.1%
BWA
153
BDO Wealth Advisors
Florida
$212K – – –
MA
154
Mutual Advisors
Nebraska
$203K -$184K -3,671 -48%
William Blair & Company
155
William Blair & Company
Illinois
$200K +$50 +1 +0%
SW
156
SkyOak Wealth
Michigan
$200K +$200K +3,992 New
BBPWM
157
Blue Bell Private Wealth Management
Pennsylvania
$189K – – –
CFD
158
Creative Financial Designs
Indiana
$155K +$155K +3,085 New
BEI
159
Benjamin Edwards Inc
Missouri
$141K +$44.6K +886 +46%
DWP
160
Destiny Wealth Partners
Florida
$125K – – –
Fidelity Investments
161
Fidelity Investments
Massachusetts
$112K -$302 -6 -0.3%
KFI
162
Key Financial Inc
Pennsylvania
$102K +$7.46K +150 +8%
HBW
163
Hazlett, Burt & Watson
West Virginia
$85K +$50 +1 +0.1%
IAMOG
164
Investors Asset Management of Georgia
Georgia
$80K +$80K +1,600 New
SWM
165
Spire Wealth Management
Virginia
$74K -$414K -8,222 -85%
LF
166
Lee Financial
Texas
$67K – – –
PTC
167
Private Trust Company
Ohio
$67K +$67K +1,338 New
AWM
168
Avior Wealth Management
Nebraska
$66K -$29.2K -586 -31%
BHWM
169
Beaird Harris Wealth Management
Texas
$56K – – –
UB
170
UMB Bank
Missouri
$53K – – –
PO
171
Private Ocean
California
$53K – – –
AIC
172
Archer Investment Corporation
Indiana
$50.2K – – –
CJL
173
Cyrus J. Lawrence
New York
$50K – – –
BDWM
174
Brewin Dolphin Wealth Management
Ireland
$50K – – –
Citigroup
175
Citigroup
New York
$46K +$1.51K +30 +3%
5 6
7
8 9