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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

264 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+12
Holders Change %
+4.76%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
33
Increased
100
Reduced
90
Closed
18
Calls
$1.96M
Puts
–
Net Calls
+$1.96M
Net Calls Change
+$677K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$256M
2
UBS Group
2
UBS Group
Switzerland
$69.4M
3
CAM
3
Concorde Asset Management
Michigan
$9.72M
4
Wells Fargo
4
Wells Fargo
California
$90M
5
LPL Financial
5
LPL Financial
California
$120M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.4M
3
BWS
3
Buck Wealth Strategies
Colorado
$0
4
Lido Advisors
4
Lido Advisors
California
$0
5
SPC
5
Sigma Planning Corp
Michigan
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
151
LVM Capital Management
Michigan
$450K -$6.41K -100 -1%
PWMAG
152
Pinnacle Wealth Management Advisory Group
New Jersey
$449K – – –
TA
153
TrueWealth Advisors
Alabama
$449K +$66.1K +1,031 +17%
HIA
154
Harbor Investment Advisory
Maryland
$435K – – –
NWM
155
Northcape Wealth Management
New York
$417K -$12.8K -200 -3%
CWA
156
Clarus Wealth Advisors
Arizona
$407K +$407K +6,351 New
SS
157
Simplicity Solutions
Minnesota
$404K +$156K +2,428 +63%
AAMA
158
Advanced Asset Management Advisors
Ohio
$401K +$4.42K +69 +1%
BRWA
159
B. Riley Wealth Advisors
Florida
$394K -$175K -2,734 -31%
WS
160
Wedbush Securities
California
$392K -$56.3K -878 -13%
EWM
161
EPG Wealth Management
Georgia
$388K +$2.57K +39 +0.7%
DWMS
162
Dominguez Wealth Management Solutions
Virginia
$385K +$705 +11 +0.2%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$382K +$46.6K +727 +14%
GVAG
164
Great Valley Advisor Group
Delaware
$380K +$17.9K +280 +5%
PFA
165
Pathway Financial Advisers
Indiana
$370K +$12.3K +192 +3%
MTWM
166
Masso Torrence Wealth Management
New Jersey
$356K -$1.92K -30 -0.5%
WW
167
Waterfront Wealth
Kansas
$352K -$2.56K -40 -0.7%
FP
168
Financial Perspectives
Minnesota
$350K +$513 +8 +0.1%
M&T Bank
169
M&T Bank
New York
$348K – – –
SPWG
170
Syntegra Private Wealth Group
Missouri
$334K – – –
WCM
171
WealthBridge Capital Management
Ohio
$333K +$27.4K +428 +9%
VWA
172
Visionary Wealth Advisors
Illinois
$331K – – –
RA
173
RFG Advisory
Alabama
$328K +$328K +5,122 New
RFC
174
Regions Financial Corp
Alabama
$321K -$17K -265 -5%
AFS
175
Access Financial Services
Minnesota
$306K +$64 +1 +0%
5 6
7
8 9