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First Trust NASDAQ Technology Dividend Index Fund

326 hedge funds and large institutions have $1.64B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $1.5B → $1.64B (+$138M)

7% more funds holding

Funds holding: 306326 (+20)

0.15% more ownership

Funds ownership: 56.95%57.1% (+0.15%)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
326
Holders Change
+20
Holders Change %
+6.54%
% of All Funds
4.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
46
Increased
105
Reduced
116
Closed
23
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$722K -$3.6M -47,003 -84%
GVAG
152
Great Valley Advisor Group
Delaware
$719K +$90.6K +1,182 +15%
OIA
153
OneDigital Investment Advisors
Kansas
$718K +$536 +7 +0.1%
BCP
154
Blackhawk Capital Partners
Wisconsin
$697K -$91.6K -1,196 -12%
MMA
155
Miracle Mile Advisors
California
$685K -$22K -287 -3%
TA
156
TrueWealth Advisors
Alabama
$681K +$13.9K +181 +2%
RA
157
RFG Advisory
Alabama
$680K +$91.7K +1,197 +16%
GS
158
GTS Securities
New York
$664K +$633K +8,266 New
CWM
159
Cornerstone Wealth Management
Missouri
$656K -$8.66K -113 -1%
MCM
160
MAI Capital Management
Ohio
$655K -$7.97K -104 -1%
AFG
161
ABLE Financial Group
Arizona
$651K -$10.6K -138 -2%
PIAS
162
PCA Investment Advisory Services
Ohio
$642K -$3.29K -43 -0.5%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$637K +$18.2K +237 +3%
GPW
164
Gentry Private Wealth
Kansas
$624K -$102K -1,332 -15%
EWA
165
EP Wealth Advisors
California
$614K +$36.2K +472 +7%
QP
166
Quartz Partners
New York
$601K +$573K +7,484 New
ACA
167
Atlas Capital Advisors
Wyoming
$590K
QPW
168
Quantum Private Wealth
Florida
$573K -$55.9K -729 -9%
FWP
169
FAS Wealth Partners
Kansas
$564K
PWMAG
170
Pinnacle Wealth Management Advisory Group
New Jersey
$562K
HIA
171
Harbor Investment Advisory
Maryland
$556K
WS
172
Wedbush Securities
California
$551K +$99.7K +1,301 +23%
ACM
173
AlphaStar Capital Management
North Carolina
$550K +$525K +6,855 New
FFA
174
Farther Finance Advisors
California
$520K +$497K +6,481 New
SCTC
175
Sanibel Captiva Trust Company
Florida
$516K +$493K +6,430 New

TDIV Hedge Fund Activity: Q3 2024 in Review

326 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2024, worth a combined $1.64B — up 9.2% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TDIV positions and 23 closed out — a net gain of 23 holders — while 105 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.42M.

  • 326 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $1.64B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2024 and 23 closed out, a net change of +23 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2024 was Morgan Stanley, an estimated $13.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2024.