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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

183 hedge funds and large institutions have $639M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
58
Reduced
68
Closed
12
Calls
$610K
Puts
–
Net Calls
+$610K
Net Calls Change
+$180K

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$8.71M
2
UBS Group
2
UBS Group
Switzerland
$43.7M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$4.79M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.32M
5
LPL Financial
5
LPL Financial
California
$32.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$86M
2
Bank of America
2
Bank of America
North Carolina
$74.6M
3
KAS
3
Kestra Advisory Services
Texas
$2.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
176
American Portfolios Advisors
New York
$8.1K – – –
IF
177
Ironwood Financial
Arizona
$7K – – –
PGAM
178
Princeton Global Asset Management
New Jersey
$7K +$7K +125 New
RIA
179
RPG Investment Advisory
California
$5K -$2.5K -50 -33%
CFN
180
Cordasco Financial Network
Florida
$5K – – –
IA
181
IFP Advisors
Florida
$5K – – –
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +92 New
AIM
183
Anchor Investment Management
South Carolina
$2.81K – – –
RIA
184
Regal Investment Advisors
Michigan
– -$2.12M -42,858 Closed
CWM
185
Connecticut Wealth Management
Connecticut
– -$1.48M -29,851 Closed
TI
186
tru Independence
Oregon
– -$2.29K -23,005 Closed
T
187
TRUADVICE
Florida
– -$658K -12,925 Closed
FFN
188
Focus Financial Network
Minnesota
– -$515K -10,415 Closed
SS
189
Simplicity Solutions
Minnesota
– -$240K -4,845 Closed
IWS
190
Insight Wealth Strategies
California
– -$218K -4,403 Closed
WPA
191
West Paces Advisors
Georgia
– -$134K -2,700 Closed
APW
192
Acima Private Wealth
Virginia
– -$34K -680 Closed
TWM
193
Tradition Wealth Management
Minnesota
– -$7K -135 Closed
AWG
194
Altus Wealth Group
Colorado
– -$5K -100 Closed
CCC
195
Crescent Capital Consulting
Louisiana
– -$3K -64 Closed
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