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First Trust NASDAQ Technology Dividend Index Fund

228 hedge funds and large institutions have $902M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $840M → $902M (+$62M)

5% more funds holding

Funds holding: 217228 (+11)

2.69% more ownership

Funds ownership: 46.47%49.16% (+2.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
228
Holders Change
+11
Holders Change %
+5.07%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
30
Increased
89
Reduced
61
Closed
17
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$70K
BHWM
177
Beaird Harris Wealth Management
Texas
$66K -$67.1K -1,130 -50%
PO
178
Private Ocean
California
$63K
UB
179
UMB Bank
Missouri
$63K +$3.56K +60 +6%
MCC
180
Money Concepts Capital
Florida
$61K -$49.4K -832 -45%
BDWM
181
Brewin Dolphin Wealth Management
Ireland
$59K
CJL
182
Cyrus J. Lawrence
New York
$59K +$59.3K +1,000 New
AIC
183
Archer Investment Corporation
Indiana
$56.2K +$59.3K +1,000 New
NFSG
184
Newbridge Financial Services Group
Florida
$55K
JEST
185
JTC Employer Solutions Trustee
Jersey
$52K
NL
186
NVWM LLC
Pennsylvania
$52K
Citigroup
187
Citigroup
New York
$52K +$15K +252 +40%
ACA
188
Aptus Capital Advisors
Alabama
$49K +$3.21K +54 +7%
NSIM
189
North Star Investment Management
Illinois
$48K
ADL
190
Asset Dedication LLC
California
$47K
EIP
191
Ellis Investment Partners
Pennsylvania
$46K +$178 +3 +0.4%
APA
192
American Portfolios Advisors
New York
$45.1K +$7.06K +119 +18%
MIFH
193
Migdal Insurance & Financial Holdings
Israel
$43K
SWM
194
Selective Wealth Management
Virginia
$41K -$97.9K -1,650 -70%
US Bancorp
195
US Bancorp
Minnesota
$41K
FAG
196
Fortitude Advisory Group
Washington
$33K
RCM
197
Raleigh Capital Management
North Carolina
$31K +$31.6K +533 New
MA
198
MUFG Americas
New York
$30K
OC
199
Oakworth Capital
Alabama
$29K
VNA
200
Valley National Advisers
Pennsylvania
$29K

TDIV Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2022, worth a combined $902M — up 7.4% from $840M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TDIV positions and 17 closed out — a net gain of 13 holders — while 89 added to existing stakes and 61 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $31.1M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $6.8M sold.

  • 228 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $902M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2022 and 17 closed out, a net change of +13 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2022 was Miracle Mile Advisors, an estimated $31.1M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2022 was International Assets Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2022.