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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

252 hedge funds and large institutions have $1.08B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
23
Increased
107
Reduced
69
Closed
15
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$4.55M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$55.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.8M
3
PWG
3
Private Wealth Group
Florida
$5.54M
4
CAM
4
Concorde Asset Management
Michigan
$2.62M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$18.5M

Top Sellers

1
AT
1
Arden Trust
Delaware
$9.35M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$6.99M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$47.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
201
William Blair & Company
Illinois
$135K -$84.1K -1,500 -38%
SSB
202
Sandy Spring Bank
Maryland
$118K – – –
PTC
203
Private Trust Company
Ohio
$117K – – –
HBW
204
Hazlett, Burt & Watson
West Virginia
$114K +$56 +1 +0%
GWSG
205
GPS Wealth Strategies Group
Colorado
$111K -$5.22K -93 -5%
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$109K +$109K +1,947 New
CFD
207
Creative Financial Designs
Indiana
$107K -$51.6K -920 -33%
CT
208
Colonial Trust
South Carolina
$100K – – –
Citigroup
209
Citigroup
New York
$98.5K -$38.5K -687 -28%
ADL
210
Asset Dedication LLC
California
$90K – – –
LF
211
Lee Financial
Texas
$75.4K – – –
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$70.7K – – –
WT
213
Whittier Trust
California
$65.1K -$5.39K -96 -8%
BHWM
214
Beaird Harris Wealth Management
Texas
$62.8K – – –
AIC
215
Archer Investment Corporation
Indiana
$56.1K – – –
CJL
216
Cyrus J. Lawrence
New York
$56K – – –
WP
217
WealthShield Partners
North Carolina
$55.7K – – –
SWM
218
Spire Wealth Management
Virginia
$54.3K -$6.45K -115 -11%
NL
219
NVWM LLC
Pennsylvania
$49.9K – – –
JEST
220
JTC Employer Solutions Trustee
Jersey
$49K – – –
S
221
SignatureFD
Georgia
$48.2K – – –
NSIM
222
North Star Investment Management
Illinois
$45.5K – – –
HCM
223
Hollencrest Capital Management
California
$41K – – –
ACA
224
Aptus Capital Advisors
Alabama
$40.6K -$3.03K -54 -7%
GWANC
225
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.6K -$3.03K -54 -7%
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9
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