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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

232 hedge funds and large institutions have $743M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
26
Increased
91
Reduced
65
Closed
17
Calls
$865K
Puts
–
Net Calls
+$865K
Net Calls Change
+$283K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$100M
2
AWM
2
AE Wealth Management
Kansas
$7.9M
3
Wells Fargo
3
Wells Fargo
California
$58.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$69.4M
2
Truist Financial
2
Truist Financial
North Carolina
$2.62M
3
KAS
3
Kestra Advisory Services
Texas
$4.68M
4
MPM
4
Meritage Portfolio Management
Kansas
$0
5
RIA
5
Regal Investment Advisors
Michigan
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
151
Seneca House Advisors
Virginia
$227K +$524 +12 +0.2%
Marshall Wace
152
Marshall Wace
United Kingdom
$227K +$227K +5,200 New
Renaissance Technologies
153
Renaissance Technologies
New York
$219K -$153K -3,500 -41%
RFC
154
Regions Financial Corp
Alabama
$219K – – –
CFCI
155
Comprehensive Financial Consultants Institutional
Indiana
$215K -$12.4K -283 -5%
EP
156
Eudaimonia Partners
Tennessee
$211K +$211K +4,826 New
CFGS
157
Concourse Financial Group Securities
Alabama
$204K +$10.5K +240 +5%
SW
158
SkyOak Wealth
Michigan
$203K +$28.4K +650 +16%
FAN
159
Financial Advisors Network
California
$202K -$35K -800 -15%
RA
160
Rise Advisors
New York
$199K -$9.45K -216 -5%
BWA
161
BDO Wealth Advisors
Florida
$185K – – –
William Blair & Company
162
William Blair & Company
Illinois
$170K -$4.19K -96 -2%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$165K – – –
CFD
164
Creative Financial Designs
Indiana
$135K – – –
BEI
165
Benjamin Edwards Inc
Missouri
$117K -$5.28K -121 -4%
DWP
166
Destiny Wealth Partners
Florida
$109K – – –
CF
167
Centaurus Financial
California
$103K +$103K +2,358 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
$96K -$915 -21 -0.9%
KFI
169
Key Financial Inc
Pennsylvania
$90K – – –
LFG
170
Larson Financial Group
Missouri
$87K -$848K -19,438 -91%
RIA
171
Realta Investment Advisors
Delaware
$78K +$78K +1,784 New
HBW
172
Hazlett, Burt & Watson
West Virginia
$74K +$44 +1 +0.1%
PA
173
PSI Advisors
Florida
$71K -$1.9M -43,330 -96%
IAMOG
174
Investors Asset Management of Georgia
Georgia
$70K – – –
JAWM
175
J. Arnold Wealth Management
Ohio
$68K +$60.9K +1,387 +856%
5 6
7
8 9