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First Trust NASDAQ Technology Dividend Index Fund

281 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

6% more funds holding

Funds holding: 265281 (+16)

7% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 100

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$885K)

4.16% less ownership

Funds ownership: 61.18%57.02% (-4.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
107
Reduced
100
Closed
14
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
201
Benjamin Edwards Inc
Missouri
$253K +$2.01K +30 +0.8%
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
$252K -$782K -11,687 -76%
FFS
203
Founders Financial Securities
Maryland
$252K -$21.1K -316 -8%
CCFM
204
Clear Creek Financial Management
Washington
$246K +$236K +3,534 New
MA
205
Mutual Advisors
Nebraska
$236K +$227K +3,388 New
WWM
206
WT Wealth Management
Arizona
$235K -$2.48K -37 -1%
BBPWM
207
Blue Bell Private Wealth Management
Pennsylvania
$231K
BSW
208
Buckingham Strategic Wealth
Missouri
$227K +$218K +3,255 New
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$225K +$216K +3,232 New
AEPWM
210
Atlantic Edge Private Wealth Management
Florida
$225K
PA
211
PSI Advisors
Florida
$223K -$11.7K -175 -5%
DWP
212
Destiny Wealth Partners
Florida
$222K +$214K +3,193 New
KCFA
213
Key Client Fiduciary Advisors
New Jersey
$220K +$211K +3,160 New
SHA
214
Seneca House Advisors
Virginia
$217K -$73.2K -1,094 -26%
ATC
215
Argent Trust Co
Tennessee
$212K +$204K +3,044 New
WWM
216
Western Wealth Management
Colorado
$210K -$335K -5,008 -62%
CTC
217
Central Trust Company
Missouri
$209K
FCBT
218
First Citizens Bank & Trust
North Carolina
$209K +$201K +3,000 New
BPFA
219
Barnes Pettey Financial Advisors
Mississippi
$207K +$199K +2,968 New
CWA
220
Centennial Wealth Advisory
Michigan
$204K -$27.4K -409 -12%
OL
221
Owen LaRue
Kentucky
$203K +$195K +2,919 New
1W
222
1776 Wealth
Georgia
$201K +$193K +2,887 New
HBW
223
Hazlett, Burt & Watson
West Virginia
$191K +$48.4K +724 +36%
KFI
224
Key Financial Inc
Pennsylvania
$188K
RA
225
Rise Advisors
New York
$184K -$1.47K -22 -0.8%

TDIV Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2024, worth a combined $1.37B — down 0.06% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TDIV positions and 14 closed out — a net gain of 20 holders — while 107 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 281 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2024, up from 265 in Q4 2023.
  • Funds reported $1.37B of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 34 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2024 was Cetera Advisors, an estimated $18.9M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.