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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

305 hedge funds and large institutions have $1.5B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 104 reducing their positions, and 12 closing their positions.

Holders
305
Holders Change
+25
Holders Change %
+8.93%
% of All Funds
4.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
41
Increased
108
Reduced
104
Closed
12
Calls
$741K
Puts
–
Net Calls
+$741K
Net Calls Change
-$1.2M

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$13.8M
2
EFG
2
Ethos Financial Group
Pennsylvania
$9.37M
3
NA
3
NewEdge Advisors
Louisiana
$16.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$28.4M
5
Wells Fargo
5
Wells Fargo
California
$121M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$22.7M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WN
201
Williams & Novak
California
$353K 4,665 +4,665 New
NWM
202
Northcape Wealth Management
New York
$349K 4,608 -302 -6%
DWP
203
Daymark Wealth Partners
Ohio
$326K 4,306 – –
ACA
204
Aptus Capital Advisors
Alabama
$322K 4,250 +3,577 +532%
BIA
205
Barry Investment Advisors
Massachusetts
$318K 4,197 +72 +2%
CFCI
206
Comprehensive Financial Consultants Institutional
Indiana
$317K 4,185 – –
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$314K 4,148 -536 -11%
TWM
208
Trueblood Wealth Management
Ohio
$308K 4,067 – –
RJT
209
Raymond James Trust
Florida
$305K 4,027 +61 +2%
LFAS
210
Level Four Advisory Services
Texas
$297K 3,926 -5,001 -56%
KIA
211
Kraematon Investment Advisors
Massachusetts
$294K 3,886 +6 +0.2%
SW
212
SteelPeak Wealth
California
$284K 3,750 +3,750 New
FFS
213
Founders Financial Securities
Maryland
$281K 3,714 +100 +3%
GWM
214
Geneos Wealth Management
Colorado
$272K 3,597 +1,229 +52%
OL
215
Owen LaRue
Kentucky
$270K 3,568 +649 +22%
CCFM
216
Clear Creek Financial Management
Washington
$266K 3,511 -23 -0.7%
MA
217
Mutual Advisors
Nebraska
$261K 3,457 +69 +2%
KCFA
218
Key Client Fiduciary Advisors
New Jersey
$259K 3,424 +264 +8%
BEI
219
Benjamin Edwards Inc
Missouri
$258K 3,413 -220 -6%
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$251K 3,320 – –
P
221
&Partners
Tennessee
$250K 3,302 +3,302 New
WWM
222
Western Wealth Management
Colorado
$249K 3,285 +271 +9%
MFG
223
Merit Financial Group
Georgia
$248K 3,278 +3,278 New
AEPWM
224
Atlantic Edge Private Wealth Management
Florida
$244K 3,227 – –
AAS
225
Ameritas Advisory Services
Nebraska
$243K 3,210 +3,210 New
7 8
9
10 11