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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
201
Richmond Investment Services
Wisconsin
$425K +$434K +5,418 New
VWA
202
Visionary Wealth Advisors
Illinois
$411K +$6.01K +75 +1%
NWM
203
Nova Wealth Management
Florida
$409K +$418K +5,214 New
SPWG
204
Syntegra Private Wealth Group
Missouri
$409K
SW
205
Simplicity Wealth
New Jersey
$409K +$35.3K +441 +9%
PCS
206
Private Client Services
Kentucky
$407K +$80.2K +1,001 +24%
AWA
207
Arkadios Wealth Advisors
Georgia
$406K -$399K -4,985 -49%
AAMA
208
Advanced Asset Management Advisors
Ohio
$399K -$35.7K -446 -8%
BlackRock
209
BlackRock
New York
$398K +$407K +5,079 New
HAC
210
Harbor Advisory Corp
New Hampshire
$392K
AWM
211
Aries Wealth Management
Maine
$390K
IA
212
IFG Advisory
Georgia
$389K +$398K +4,964 New
CA
213
Claro Advisors
Massachusetts
$387K +$481 +6 +0.1%
GCA
214
Genesee Capital Advisors
New York
$376K -$30.7K -383 -7%
NFG
215
Nations Financial Group
Iowa
$372K -$801 -10 -0.2%
AFS
216
Access Financial Services
Minnesota
$369K
LFAS
217
Level Four Advisory Services
Texas
$368K +$25.7K +321 +7%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$366K +$15.5K +193 +4%
NWM
219
Northcape Wealth Management
New York
$362K
MFG
220
Merit Financial Group
Georgia
$360K -$69.8K -871 -16%
CWA
221
Clarus Wealth Advisors
Arizona
$358K -$75.8K -946 -17%
ASN
222
Advisory Services Network
Georgia
$357K -$10.3K -129 -3%
WWM
223
Western Wealth Management
Colorado
$354K +$130K +1,617 +56%
SFC
224
Strategic Financial Concepts
Texas
$347K +$355K +4,425 New
KDA
225
Kraft Davis & Associates
Missouri
$345K -$627K -7,827 -65%

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.