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First Trust NASDAQ Technology Dividend Index Fund

228 hedge funds and large institutions have $902M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $840M → $902M (+$62M)

5% more funds holding

Funds holding: 217228 (+11)

2.69% more ownership

Funds ownership: 46.47%49.16% (+2.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
228
Holders Change
+11
Holders Change %
+5.07%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
30
Increased
89
Reduced
61
Closed
17
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
201
Sandy Spring Bank
Maryland
$24K
MWM
202
Mascoma Wealth Management
New Hampshire
$23K
GI
203
Gradient Investments
Minnesota
$18K
GRP
204
Global Retirement Partners
California
$16K +$17.6K +297 New
EWA
205
EverSource Wealth Advisors
Alabama
$15K
GEA
206
Glen Eagle Advisors
New Jersey
$13.9K
TAM
207
Tucker Asset Management
Colorado
$13.4K +$2.97K +50 +28%
AWM
208
Accel Wealth Management
Iowa
$13K -$44.2K -745 -76%
FRA
209
Front Row Advisors
California
$13K
AF
210
Allworth Financial
California
$11K
JAWM
211
J. Arnold Wealth Management
Ohio
$9K -$22.4K -378 -70%
CTC
212
Central Trust Company
Missouri
$9K +$9.44K +159 New
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$8K
TWM
214
Tradition Wealth Management
Minnesota
$8K
PGAM
215
Princeton Global Asset Management
New Jersey
$7K
BWP
216
Baldwin Wealth Partners
Massachusetts
$7K +$6.94K +117 New
CIAS
217
Capital Investment Advisory Services
North Carolina
$6K -$6.41K -108 -53%
MAM
218
Meeder Asset Management
Ohio
$6K -$5.04K -85 -44%
CFN
219
Cordasco Financial Network
Florida
$5K
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$5K +$4.75K +80 New
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$4K
AIM
222
Anchor Investment Management
South Carolina
$3.06K
GWANC
223
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K
HA
224
Herold Advisors
New York
$2.95K +$2.97K +50 New
1IA
225
1834 Investment Advisors
Wisconsin
$2K

TDIV Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2022, worth a combined $902M — up 7.4% from $840M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TDIV positions and 17 closed out — a net gain of 13 holders — while 89 added to existing stakes and 61 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $31.1M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $6.8M sold.

  • 228 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $902M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2022 and 17 closed out, a net change of +13 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2022 was Miracle Mile Advisors, an estimated $31.1M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2022 was International Assets Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2022.