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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

232 hedge funds and large institutions have $743M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
26
Increased
91
Reduced
65
Closed
17
Calls
$865K
Puts
–
Net Calls
+$865K
Net Calls Change
+$283K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$100M
2
AWM
2
AE Wealth Management
Kansas
$7.9M
3
Wells Fargo
3
Wells Fargo
California
$58.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$69.4M
2
Truist Financial
2
Truist Financial
North Carolina
$2.62M
3
KAS
3
Kestra Advisory Services
Texas
$4.68M
4
MPM
4
Meritage Portfolio Management
Kansas
$0
5
RIA
5
Regal Investment Advisors
Michigan
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
176
Citigroup
New York
$66K +$26.4K +607 +67%
SWM
177
Spire Wealth Management
Virginia
$65K +$264 +6 +0.4%
TWC
178
TD Waterhouse Canada
Ontario, Canada
$62.5K +$12.5K +254 +25%
APA
179
American Portfolios Advisors
New York
$59.3K +$24.8K +568 +72%
LF
180
Lee Financial
Texas
$59K – – –
OPW
181
Oxler Private Wealth
New York
$56.5K – – –
PTC
182
Private Trust Company
Ohio
$55K -$3.87K -88 -7%
WT
183
Whittier Trust
California
$54K +$54K +1,234 New
BHWM
184
Beaird Harris Wealth Management
Texas
$49K – – –
PO
185
Private Ocean
California
$46K – – –
TAM
186
Tucker Asset Management
Colorado
$45K +$25K +531 +126%
AIC
187
Archer Investment Corporation
Indiana
$43.7K – – –
CJL
188
Cyrus J. Lawrence
New York
$43K – – –
GWSG
189
GPS Wealth Strategies Group
Colorado
$43K +$43K +988 New
NL
190
NVWM LLC
Pennsylvania
$39K – – –
JEST
191
JTC Employer Solutions Trustee
Jersey
$38K – – –
ACA
192
Aptus Capital Advisors
Alabama
$37K – – –
GWANC
193
Guardian Wealth Advisors (North Carolina)
North Carolina
$37K – – –
NSIM
194
North Star Investment Management
Illinois
$35K – – –
ADL
195
Asset Dedication LLC
California
$35K – – –
EIP
196
Ellis Investment Partners
Pennsylvania
$35K +$218 +5 +0.6%
MCC
197
Money Concepts Capital
Florida
$33K +$3.31K +76 +11%
MIFH
198
Migdal Insurance & Financial Holdings
Israel
$32K – – –
NFSG
199
Newbridge Financial Services Group
Florida
$29K – – –
US Bancorp
200
US Bancorp
Minnesota
$27K -$3.01K -70 -10%
6 7
8
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