First Trust NASDAQ Technology Dividend Index Fund
TDIV
190 hedge funds and large institutions have $707M invested in First Trust NASDAQ Technology Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 15 closing their positions.
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $639M → $707M (+$67.1M)
4% more funds holding
Funds holding: 183 → 190 (+7)
0.05% more ownership
Funds ownership: 43.3% → 43.35% (+0.05%)
9% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$7.57M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.62M |
| 3 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
+$4.59M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.89M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$6.81M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.57M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$4.79M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.69M |
| 5 |
BA
Ballew Advisors
Jackson,
Mississippi
|
-$2.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
201
Allred Capital Management
Dallas,
Texas
| – | -$36.4K | -675 | Closed |
|
|
MWM
202
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$21K | -392 | Closed |
|
|
SFS
203
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$10K | -170 | Closed |
|
|
WAP
204
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$5K | -92 | Closed |
|
205
Barclays
London,
United Kingdom
| – | +$56 | +1 | New |
|
TDIV Hedge Fund Activity: Q2 2021 in Review
190 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2021, worth a combined $707M — up 10% from $639M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new TDIV positions and 15 closed out — a net gain of 10 holders — while 60 added to existing stakes and 66 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $7.57M. The largest seller was Financial Perspectives, cutting an estimated $6.81M.
- 190 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2021, up from 183 in Q1 2021.
- Funds reported $707M of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2021, up 10% quarter-over-quarter.
- 25 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2021 and 15 closed out, a net change of +10 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2021 was Barber Financial Group, an estimated $7.57M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2021 was Financial Perspectives, an estimated $6.81M sold.
Based on aggregated 13F filings for Q2 2021.