First Trust NASDAQ Technology Dividend Index Fund
TDIV
63 hedge funds and large institutions have $461M invested in First Trust NASDAQ Technology Dividend Index Fund in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 5 closing their positions.
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
25% more capital invested
Capital invested by funds: $369M → $461M (+$91.3M)
24% more funds holding
Funds holding: 51 → 63 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
+$42.7M |
| 2 |
Morgan Stanley
New York
|
+$22.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.41M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$4.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$4.54M |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$2.95M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$2.63M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$956K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$265K |
TDIV Hedge Fund Activity: Q3 2014 in Review
63 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2014, worth a combined $461M — up 25% from $369M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new TDIV positions and 5 closed out — a net gain of 13 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was Hefren-Tillotson, opening a new position worth an estimated $42.7M. The largest seller was RiverFront Investment Group, cutting an estimated $4.54M.
- 63 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2014, up from 51 in Q2 2014.
- Funds reported $461M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2014, up 25% quarter-over-quarter.
- 18 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2014 and 5 closed out, a net change of +13 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2014 was Hefren-Tillotson, an estimated $42.7M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2014 was RiverFront Investment Group, an estimated $4.54M sold.
Based on aggregated 13F filings for Q3 2014.