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First Trust NASDAQ Technology Dividend Index Fund

326 hedge funds and large institutions have $1.64B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $1.5B → $1.64B (+$138M)

7% more funds holding

Funds holding: 306326 (+20)

0.15% more ownership

Funds ownership: 56.95%57.1% (+0.15%)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
326
Holders Change
+20
Holders Change %
+6.54%
% of All Funds
4.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
46
Increased
105
Reduced
116
Closed
23
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Claro Advisors
Massachusetts
$396K +$378K +4,931 New
SW
202
Simplicity Wealth
New Jersey
$383K +$383 +5 +0.1%
NFG
203
Nations Financial Group
Iowa
$382K +$364K +4,751 New
AFS
204
Access Financial Services
Minnesota
$378K -$5.52K -72 -2%
NWM
205
Northcape Wealth Management
New York
$370K
LFG
206
Larson Financial Group
Missouri
$367K -$296K -3,857 -46%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$359K +$24.4K +319 +8%
AAS
208
Ameritas Advisory Services
Nebraska
$356K +$93.9K +1,226 +38%
ASN
209
Advisory Services Network
Georgia
$354K
RJT
210
Raymond James Trust
Florida
$347K +$23K +300 +7%
DWP
211
Daymark Wealth Partners
Ohio
$346K
ACA
212
Aptus Capital Advisors
Alabama
$341K +$77 +1 +0%
LFAS
213
Level Four Advisory Services
Texas
$341K +$33.9K +442 +11%
CFCI
214
Comprehensive Financial Consultants Institutional
Indiana
$336K
PCS
215
Private Client Services
Kentucky
$336K +$320K +4,180 New
BIA
216
Barry Investment Advisors
Massachusetts
$335K -$1.84K -24 -0.6%
OL
217
Owen LaRue
Kentucky
$330K +$41.9K +547 +15%
WN
218
Williams & Novak
California
$328K -$44.4K -580 -12%
TWM
219
Trueblood Wealth Management
Ohio
$327K
MA
220
Mutual Advisors
Nebraska
$318K +$39.6K +517 +15%
UAG
221
United Advisor Group
Ohio
$317K +$59.1K +771 +24%
KIA
222
Kraematon Investment Advisors
Massachusetts
$312K +$383 +5 +0.1%
PWS
223
Proactive Wealth Strategies
Georgia
$311K +$297K +3,874 New
GAA
224
Global Assets Advisory
Florida
$304K +$295K +3,855 New
MTWM
225
Masso Torrence Wealth Management
New Jersey
$297K -$77.8K -1,015 -22%

TDIV Hedge Fund Activity: Q3 2024 in Review

326 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2024, worth a combined $1.64B — up 9.2% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TDIV positions and 23 closed out — a net gain of 23 holders — while 105 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.42M.

  • 326 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $1.64B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2024 and 23 closed out, a net change of +23 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2024 was Morgan Stanley, an estimated $13.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2024.