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First Trust NASDAQ Technology Dividend Index Fund

191 hedge funds and large institutions have $712M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $707M → $712M (+$5.39M)

0.72% more ownership

Funds ownership: 43.35%44.07% (+0.72%)

1% more funds holding

Funds holding: 190191 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
77
Reduced
55
Closed
13
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
-$288K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
Meeder Asset Management
Ohio
$11K -$2.43K -42 -18%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$11K
TAM
178
Tucker Asset Management
Colorado
$10.8K +$174 +3 +2%
AF
179
Allworth Financial
California
$10K
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$10K
WQ
181
Wealth Quarterback
New Jersey
$10K +$116 +2 +1%
GRP
182
Global Retirement Partners
California
$9K
TWM
183
Tradition Wealth Management
Minnesota
$8K
IF
184
Ironwood Financial
Arizona
$7K
PGAM
185
Princeton Global Asset Management
New Jersey
$7K
RIA
186
RPG Investment Advisory
California
$6K
CFN
187
Cordasco Financial Network
Florida
$5K
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$4K -$5.79K -100 -59%
AIM
189
Anchor Investment Management
South Carolina
$2.94K
1IA
190
1834 Investment Advisors
Wisconsin
$2K -$21.4K -370 -92%
HA
191
Herold Advisors
New York
$2K +$2.9K +50 New
HIIFS
192
Harel Insurance Investments & Financial Services
Israel
-$5.79M -31,000 Closed
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
-$1.68M -29,053 Closed
LFAS
194
Level Four Advisory Services
Texas
-$1.46M -25,524 Closed
VFA
195
Valeo Financial Advisors
Indiana
-$224K -17,404 Closed
RWMH
196
Riverpoint Wealth Management Holdings
Illinois
-$923K -16,100 Closed
JWCA
197
J.W. Cole Advisors
Florida
-$573K -10,005 Closed
SB
198
Strategic Blueprint
Georgia
-$372K -6,488 Closed
WI
199
Wintrust Investments
Illinois
-$291K -5,081 Closed
ACM
200
Anfield Capital Management
California
-$96K -1,681 Closed

TDIV Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2021, worth a combined $712M — up 0.76% from $707M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TDIV positions and 13 closed out — a net gain of 2 holders — while 77 added to existing stakes and 55 trimmed.

The largest buyer was Truist Financial, adding an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $5.92M.

  • 191 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2021, up from 190 in Q2 2021.
  • Funds reported $712M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2021, up 0.76% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2021 and 13 closed out, a net change of +2 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2021 was Truist Financial, an estimated $12M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2021 was Wells Fargo, an estimated $5.92M sold.

Based on aggregated 13F filings for Q3 2021.