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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

252 hedge funds and large institutions have $1.08B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
23
Increased
107
Reduced
69
Closed
15
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$4.55M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$55.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.8M
3
PWG
3
Private Wealth Group
Florida
$5.54M
4
CAM
4
Concorde Asset Management
Michigan
$2.62M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$18.5M

Top Sellers

1
AT
1
Arden Trust
Delaware
$9.35M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$6.99M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
151
Waterloo Capital
Texas
$383K +$383K +6,837 New
HIA
152
Harbor Investment Advisory
Maryland
$380K -$19.6K -350 -5%
NWM
153
Northcape Wealth Management
New York
$376K +$84.1K +1,500 +29%
BJL
154
Brighton Jones LLC
Washington
$364K +$364K +6,487 New
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$353K +$70.1K +1,250 +25%
NWMG
156
National Wealth Management Group
Ohio
$348K -$7.01K -125 -2%
AWM
157
Avior Wealth Management
Nebraska
$348K +$15.7K +279 +5%
AAMA
158
Advanced Asset Management Advisors
Ohio
$347K -$20.4K -364 -6%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$339K +$16.4K +293 +5%
DWMS
160
Dominguez Wealth Management Solutions
Virginia
$336K – – –
TA
161
TrueWealth Advisors
Alabama
$335K +$335K +5,969 New
EWM
162
EPG Wealth Management
Georgia
$329K +$1.29K +23 +0.4%
GVAG
163
Great Valley Advisor Group
Delaware
$317K -$34.8K -620 -10%
MTWM
164
Masso Torrence Wealth Management
New Jersey
$313K -$44.1K -787 -12%
PFA
165
Pathway Financial Advisers
Indiana
$313K +$313K +5,580 New
FP
166
Financial Perspectives
Minnesota
$306K +$280 +5 +0.1%
ASN
167
Advisory Services Network
Georgia
$305K -$1.29M -22,976 -81%
M&T Bank
168
M&T Bank
New York
$305K – – –
WW
169
Waterfront Wealth
Kansas
$303K – – –
PTP
170
Platform Technology Partners
New York
$299K -$1.18K -21 -0.4%
RFC
171
Regions Financial Corp
Alabama
$296K +$14.9K +265 +5%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$294K +$4.49K +80 +2%
SPWG
173
Syntegra Private Wealth Group
Missouri
$292K – – –
VWA
174
Visionary Wealth Advisors
Illinois
$290K -$4.21K -75 -1%
AFP
175
Alpha Financial Partners
Kentucky
$286K +$168 +3 +0.1%
5 6
7
8 9