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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
151
LaSalle St. Investment Advisors
Illinois
$829K +$847K +10,568 New
RA
152
RFG Advisory
Alabama
$823K +$162K +2,027 +24%
MFS
153
Madrona Financial Services
Washington
$818K -$43.5K -543 -5%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$810K +$827K +10,326 New
DC
155
Davenport & Co
Virginia
$789K -$118K -1,479 -13%
NEWAS
156
N.E.W. Advisory Services
Wisconsin
$750K -$22.4K -280 -3%
BCP
157
Blackhawk Capital Partners
Wisconsin
$728K +$48.8K +609 +7%
TA
158
TrueWealth Advisors
Alabama
$716K +$50.7K +633 +7%
FTS
159
Fifth Third Securities
Ohio
$710K +$324K +4,047 +81%
WS
160
Wedbush Securities
California
$700K +$165K +2,064 +30%
GVAG
161
Great Valley Advisor Group
Delaware
$698K -$3.6K -45 -0.5%
OIA
162
OneDigital Investment Advisors
Kansas
$696K -$5.45K -68 -0.8%
CWM
163
Cornerstone Wealth Management
Missouri
$680K +$39.2K +489 +6%
AP
164
Advisors Preferred
Maryland
$672K +$686K +8,562 New
MMA
165
Miracle Mile Advisors
California
$670K
M&T Bank
166
M&T Bank
New York
$652K +$74.5K +930 +17%
MCM
167
MAI Capital Management
Ohio
$638K -$1.52K -19 -0.2%
AFG
168
ABLE Financial Group
Arizona
$632K -$4.01K -50 -0.6%
PIAS
169
PCA Investment Advisory Services
Ohio
$628K +$881 +11 +0.1%
PA
170
Pinnacle Associates
New York
$592K +$10.3K +129 +2%
PAS
171
PKS Advisory Services
New York
$591K +$603K +7,526 New
EWA
172
EP Wealth Advisors
California
$590K -$10.2K -127 -2%
ACA
173
Atlas Capital Advisors
Wyoming
$577K
HIM
174
Harbour Investment Management
Washington
$564K +$576K +7,189 New
QPW
175
Quantum Private Wealth
Florida
$560K

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.