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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
AlphaStar Capital Management
North Carolina
$556K +$18.5K +231 +3%
CAG
177
Centerpoint Advisory Group
Kansas
$554K +$566K +7,060 New
HAS
178
HBW Advisory Services
California
$549K +$561K +7,003 New
PWMAG
179
Pinnacle Wealth Management Advisory Group
New Jersey
$549K
PI
180
PFG Investments
New York
$545K +$60K +749 +12%
FWP
181
FAS Wealth Partners
Kansas
$543K -$8.01K -100 -1%
SAM
182
Secure Asset Management
Michigan
$536K +$38.5K +481 +8%
CW
183
CreativeOne Wealth
Kansas
$532K +$544K +6,786 New
LCM
184
LVM Capital Management
Michigan
$528K -$4.41K -55 -0.8%
HIA
185
Harbor Investment Advisory
Maryland
$521K -$22.8K -285 -4%
GPW
186
Gentry Private Wealth
Kansas
$521K -$90.6K -1,131 -15%
AWM
187
Apollon Wealth Management
South Carolina
$512K +$8.89K +111 +2%
SCTC
188
Sanibel Captiva Trust Company
Florida
$504K
MWM
189
Modern Wealth Management
Kansas
$499K +$509K +6,358 New
HH
190
Hilltop Holdings
Texas
$489K +$39K +487 +8%
WW
191
Waterfront Wealth
Kansas
$483K +$25.3K +316 +5%
DWMS
192
Dominguez Wealth Management Solutions
Virginia
$476K +$1.28K +16 +0.3%
BB
193
Berkshire Bank
Massachusetts
$472K +$23.4K +292 +5%
CTC
194
Central Trust Company
Missouri
$471K +$240K +3,000 +100%
WCM
195
WealthBridge Capital Management
Ohio
$465K +$45K +562 +10%
SW
196
SteelPeak Wealth
California
$463K +$52.1K +650 +12%
FP
197
Financial Perspectives
Minnesota
$452K +$561 +7 +0.1%
PFA
198
Pure Financial Advisors
California
$442K +$452K +5,638 New
PFA
199
Pathway Financial Advisers
Indiana
$440K -$1.68K -21 -0.4%
QP
200
Quartz Partners
New York
$433K -$157K -1,964 -26%

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.