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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

252 hedge funds and large institutions have $1.08B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
23
Increased
107
Reduced
69
Closed
15
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$4.55M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$55.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.8M
3
PWG
3
Private Wealth Group
Florida
$5.54M
4
CAM
4
Concorde Asset Management
Michigan
$2.62M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$18.5M

Top Sellers

1
AT
1
Arden Trust
Delaware
$9.35M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$6.99M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
176
Eudaimonia Partners
Tennessee
$278K +$561 +10 +0.2%
AFS
177
Access Financial Services
Minnesota
$268K +$56 +1 +0%
AWA
178
Arkadios Wealth Advisors
Georgia
$268K +$112 +2 +0%
WCM
179
WealthBridge Capital Management
Ohio
$267K -$106K -1,894 -28%
GCA
180
Genesee Capital Advisors
New York
$263K -$22.4K -399 -8%
FAN
181
Financial Advisors Network
California
$259K +$259K +4,620 New
PI
182
PFG Investments
New York
$250K +$20.8K +371 +9%
CPIG
183
Chicago Partners Investment Group
Illinois
$246K -$9.65K -177 -4%
DWP
184
Daymark Wealth Partners
Ohio
$246K +$5.89K +105 +2%
SHA
185
Seneca House Advisors
Virginia
$240K +$566 +10 +0.2%
CFCI
186
Comprehensive Financial Consultants Institutional
Indiana
$235K – – –
EWA
187
EP Wealth Advisors
California
$228K +$228K +4,068 New
TAM
188
Tucker Asset Management
Colorado
$222K +$131K +2,329 +143%
KIA
189
Kraematon Investment Advisors
Massachusetts
$221K +$337 +6 +0.2%
SS
190
Simplicity Solutions
Minnesota
$218K +$218K +3,883 New
BBPWM
191
Blue Bell Private Wealth Management
Pennsylvania
$211K – – –
GAA
192
Global Assets Advisory
Florida
$210K – – –
BEI
193
Benjamin Edwards Inc
Missouri
$189K +$6.52K +116 +4%
PA
194
PSI Advisors
Florida
$188K +$116K +2,063 +159%
RIA
195
Realta Investment Advisors
Delaware
$172K – – –
RA
196
Rise Advisors
New York
$169K -$53.6K -955 -24%
CTC
197
Central Trust Company
Missouri
$168K +$168K +3,000 New
GWM
198
Geneos Wealth Management
Colorado
$160K -$139K -2,482 -46%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$151K – – –
KFI
200
Key Financial Inc
Pennsylvania
$151K – – –
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8
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