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First Trust NASDAQ Technology Dividend Index Fund

326 hedge funds and large institutions have $1.64B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $1.5B → $1.64B (+$138M)

7% more funds holding

Funds holding: 306326 (+20)

0.15% more ownership

Funds ownership: 56.95%57.1% (+0.15%)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
326
Holders Change
+20
Holders Change %
+6.54%
% of All Funds
4.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
46
Increased
105
Reduced
116
Closed
23
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Apollon Wealth Management
South Carolina
$515K +$31K +404 +7%
LCM
177
LVM Capital Management
Michigan
$513K
EWM
178
EPG Wealth Management
Georgia
$510K +$487K +6,356 New
SAM
179
Secure Asset Management
Michigan
$510K -$16.2K -212 -3%
PI
180
PFG Investments
New York
$497K +$41K +535 +9%
DWMS
181
Dominguez Wealth Management Solutions
Virginia
$486K +$613 +8 +0.1%
PA
182
Pinnacle Associates
New York
$475K +$2.99K +39 +0.5%
WW
183
Waterfront Wealth
Kansas
$469K +$16.2K +211 +4%
FP
184
Financial Perspectives
Minnesota
$462K +$21.5K +280 +5%
HH
185
Hilltop Holdings
Texas
$462K +$440K +5,749 New
BB
186
Berkshire Bank
Massachusetts
$459K -$12.4K -162 -3%
PFA
187
Pathway Financial Advisers
Indiana
$452K -$5.75K -75 -1%
CWA
188
Clarus Wealth Advisors
Arizona
$441K -$19.8K -259 -4%
PA
189
PFG Advisors
Arizona
$438K +$418K +5,457 New
MFG
190
Merit Financial Group
Georgia
$438K +$167K +2,175 +66%
M&T Bank
191
M&T Bank
New York
$436K
WCM
192
WealthBridge Capital Management
Ohio
$431K +$15.6K +203 +4%
SW
193
SteelPeak Wealth
California
$422K +$115K +1,500 +40%
SPWG
194
Syntegra Private Wealth Group
Missouri
$419K
AAMA
195
Advanced Asset Management Advisors
Ohio
$418K
GCA
196
Genesee Capital Advisors
New York
$415K +$31.6K +413 +9%
VWA
197
Visionary Wealth Advisors
Illinois
$415K
FTS
198
Fifth Third Securities
Ohio
$402K -$4.6K -60 -1%
HAC
199
Harbor Advisory Corp
New Hampshire
$402K
AWM
200
Aries Wealth Management
Maine
$399K +$381K +4,975 New

TDIV Hedge Fund Activity: Q3 2024 in Review

326 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2024, worth a combined $1.64B — up 9.2% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TDIV positions and 23 closed out — a net gain of 23 holders — while 105 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.42M.

  • 326 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $1.64B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2024 and 23 closed out, a net change of +23 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2024 was Morgan Stanley, an estimated $13.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2024.