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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

305 hedge funds and large institutions have $1.5B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 104 reducing their positions, and 12 closing their positions.

Holders
305
Holders Change
+25
Holders Change %
+8.93%
% of All Funds
4.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
41
Increased
108
Reduced
104
Closed
12
Calls
$741K
Puts
–
Net Calls
+$741K
Net Calls Change
-$1.2M

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$9.37M
2
NA
2
NewEdge Advisors
Louisiana
$16.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.4M
4
Wells Fargo
4
Wells Fargo
California
$121M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$2.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$22.7M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
151
TrueWealth Advisors
Alabama
$628K +$45.2K +597 +8%
CWM
152
Cornerstone Wealth Management
Missouri
$627K +$9.99K +132 +2%
MCM
153
MAI Capital Management
Ohio
$625K -$227 -3 -0%
AFG
154
ABLE Financial Group
Arizona
$624K -$47K -621 -7%
PIAS
155
PCA Investment Advisory Services
Ohio
$608K -$15.1K -200 -2%
QPW
156
Quantum Private Wealth
Florida
$595K – – –
GVAG
157
Great Valley Advisor Group
Delaware
$588K +$37.5K +495 +7%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$582K +$91.8K +1,213 +19%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$574K +$300K +3,965 +109%
PA
160
Pinnacle Associates
New York
$558K – – –
ACA
161
Atlas Capital Advisors
Wyoming
$556K – – –
RIA
162
Realta Investment Advisors
Delaware
$554K +$90K +1,190 +19%
RA
163
RFG Advisory
Alabama
$550K +$170K +2,245 +45%
EWA
164
EP Wealth Advisors
California
$543K -$23.1K -305 -4%
FWP
165
FAS Wealth Partners
Kansas
$531K – – –
PWMAG
166
Pinnacle Wealth Management Advisory Group
New Jersey
$530K – – –
HIA
167
Harbor Investment Advisory
Maryland
$524K – – –
LCM
168
LVM Capital Management
Michigan
$513K -$4.16K -55 -0.8%
OMC
169
Old Mission Capital
Illinois
$503K +$503K +6,651 New
SAM
170
Secure Asset Management
Michigan
$497K +$15.2K +201 +3%
EWM
171
EPG Wealth Management
Georgia
$494K -$447K -6,413 Closed
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$472K +$472K +6,237 New
CWA
173
Clarus Wealth Advisors
Arizona
$457K -$24.9K -316 -5%
DWMS
174
Dominguez Wealth Management Solutions
Virginia
$457K +$984 +13 +0.2%
AWM
175
Apollon Wealth Management
South Carolina
$454K +$131K +1,726 +40%
5 6
7
8 9