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First Trust NASDAQ Technology Dividend Index Fund

281 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

6% more funds holding

Funds holding: 265281 (+16)

7% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 100

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$885K)

4.16% less ownership

Funds ownership: 61.18%57.02% (-4.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
107
Reduced
100
Closed
14
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
176
Visionary Wealth Advisors
Illinois
$360K
WCM
177
WealthBridge Capital Management
Ohio
$359K -$2.07K -31 -0.6%
RA
178
RFG Advisory
Alabama
$350K -$6.62K -99 -2%
RFC
179
Regions Financial Corp
Alabama
$349K
HAC
180
Harbor Advisory Corp
New Hampshire
$348K +$334K +5,000 New
NWM
181
Northcape Wealth Management
New York
$342K -$106K -1,590 -24%
DAS
182
Dynamic Advisor Solutions
Arizona
$340K +$326K +4,875 New
MTWM
183
Masso Torrence Wealth Management
New Jersey
$335K -$50.2K -750 -13%
WS
184
Wedbush Securities
California
$334K -$87.9K -1,314 -22%
AFS
185
Access Financial Services
Minnesota
$333K +$134 +2 +0%
GCA
186
Genesee Capital Advisors
New York
$330K +$2.61K +39 +0.8%
AWA
187
Arkadios Wealth Advisors
Georgia
$327K +$67 +1 +0%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$326K +$268 +4 +0.1%
GS
189
GTS Securities
New York
$306K +$294K +4,399 New
IGWM
190
ICA Group Wealth Management
Colorado
$302K +$93.3K +1,394 +47%
DWP
191
Daymark Wealth Partners
Ohio
$300K
AWM
192
Apollon Wealth Management
South Carolina
$298K +$286K +4,280 New
Goldman Sachs
193
Goldman Sachs
New York
$297K +$285K +4,261 New
CFCI
194
Comprehensive Financial Consultants Institutional
Indiana
$292K -$13.2K -198 -5%
BIA
195
Barry Investment Advisors
Massachusetts
$287K +$276K +4,125 New
TWM
196
Trueblood Wealth Management
Ohio
$283K
RJT
197
Raymond James Trust
Florida
$276K +$25.2K +376 +10%
ASN
198
Advisory Services Network
Georgia
$274K -$36.6K -547 -12%
KIA
199
Kraematon Investment Advisors
Massachusetts
$270K -$4.75K -71 -2%
TAM
200
Tucker Asset Management
Colorado
$263K +$73K +1,092 +41%

TDIV Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2024, worth a combined $1.37B — down 0.06% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TDIV positions and 14 closed out — a net gain of 20 holders — while 107 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 281 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2024, up from 265 in Q4 2023.
  • Funds reported $1.37B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2024 was Cetera Advisors, an estimated $18.9M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.