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First Trust NASDAQ Technology Dividend Index Fund

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

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

15% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $743M → $789M (+$46.7M)

1% more funds holding

Funds holding: 232234 (+2)

1.04% less ownership

Funds ownership: 51.9%50.86% (-1%)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.76%
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
Name Holding Trade Value Shares
Change
Change in
Stake
NFP
151
NorthLanding Financial Partners
New York
$261K +$1.72K +36 +0.7%
FP
152
Financial Perspectives
Minnesota
$260K +$6.01K +126 +2%
M&T Bank
153
M&T Bank
New York
$259K +$259K +5,431 New
PTP
154
Platform Technology Partners
New York
$257K -$55.8K -1,171 -18%
SPWG
155
Syntegra Private Wealth Group
Missouri
$249K +$248K +5,211 New
SHA
156
Seneca House Advisors
Virginia
$243K -$5.43K -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 +$5.72K +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 -$48.4K -1,016 -18%
CRWM
165
Castle Rock Wealth Management
California
$214K +$196K +4,104 New
CFCI
166
Comprehensive Financial Consultants Institutional
Indiana
$213K -$34.4K -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 -$95.8K -2,009 -35%
KIA
171
Kraematon Investment Advisors
Massachusetts
$179K +$178K +3,739 New
BWA
172
BDO Wealth Advisors
Florida
$154K -$47.7K -1,000 -24%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$151K +$14.3K +301 +11%
CFD
174
Creative Financial Designs
Indiana
$147K
US Bancorp
175
US Bancorp
Minnesota
$143K +$113K +2,366 +376%

TDIV Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2022, worth a combined $789M — up 6.3% from $743M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TDIV positions and 25 closed out — a net gain of 6 holders — while 92 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.8M. The largest seller was Miracle Mile Advisors, cutting an estimated $34.4M.

  • 234 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2022, up from 232 in Q3 2022.
  • Funds reported $789M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2022 and 25 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2022 was Goldman Sachs, an estimated $11.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2022 was Miracle Mile Advisors, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2022.