TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

234 hedge funds and large institutions have $789M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.78%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
31
Increased
92
Reduced
80
Closed
25
Calls
$1.18M
Puts
–
Net Calls
+$1.18M
Net Calls Change
+$315K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$13M
2
Ameriprise
2
Ameriprise
Minnesota
$27.8M
3
UBS Group
3
UBS Group
Switzerland
$46.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.6M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$1.85M
2
Bank of America
2
Bank of America
North Carolina
$67.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$39.1M
5
RJA
5
Raymond James & Associates
Florida
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
151
NorthLanding Financial Partners
New York
$261K +$1.72K +36 +0.7%
FP
152
Financial Perspectives
Minnesota
$260K +$6.02K +126 +2%
M&T Bank
153
M&T Bank
New York
$259K +$259K +5,431 New
PTP
154
Platform Technology Partners
New York
$257K -$55.9K -1,171 -18%
SPWG
155
Syntegra Private Wealth Group
Missouri
$249K +$249K +5,211 New
SHA
156
Seneca House Advisors
Virginia
$243K -$5.45K -114 -2%
SW
157
SkyOak Wealth
Michigan
$241K +$19.1K +400 +9%
RFC
158
Regions Financial Corp
Alabama
$239K – – –
EP
159
Eudaimonia Partners
Tennessee
$236K +$5.73K +120 +2%
GVAG
160
Great Valley Advisor Group
Delaware
$233K +$233K +4,883 New
FAN
161
Financial Advisors Network
California
$221K – – –
RA
162
Rise Advisors
New York
$219K +$1.86K +39 +0.9%
SCFS
163
S.C. Financial Services
Arizona
$217K +$217K +4,544 New
IWN
164
Independent Wealth Network
Iowa
$214K -$48.5K -1,016 -18%
CRWM
165
Castle Rock Wealth Management
California
$214K +$214K +4,104 New
CFCI
166
Comprehensive Financial Consultants Institutional
Indiana
$213K -$36.7K -721 -15%
William Blair & Company
167
William Blair & Company
Illinois
$206K +$19.8K +415 +11%
BAM
168
Belpointe Asset Management
Nevada
$192K +$192K +4,017 New
BBPWM
169
Blue Bell Private Wealth Management
Pennsylvania
$180K – – –
IGWM
170
ICA Group Wealth Management
Colorado
$180K -$96K -2,009 -35%
KIA
171
Kraematon Investment Advisors
Massachusetts
$179K +$179K +3,739 New
BWA
172
BDO Wealth Advisors
Florida
$154K -$47.8K -1,000 -24%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$151K +$15.3K +301 +11%
CFD
174
Creative Financial Designs
Indiana
$147K – – –
US Bancorp
175
US Bancorp
Minnesota
$143K +$113K +2,366 +376%
5 6
7
8 9