First Trust NASDAQ Technology Dividend Index Fund
TDIV
109 hedge funds and large institutions have $326M invested in First Trust NASDAQ Technology Dividend Index Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
26% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 31
2% more funds holding
Funds holding: 107 → 109 (+2)
2.89% less ownership
Funds ownership: 41.47% → 38.59% (-2.9%)
7% less capital invested
Capital invested by funds: $352M → $326M (-$25.2M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.67M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$3.82M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.84M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.06M |
| 5 |
CB
Community Bank
Dewitt,
New York
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Kabarec Financial Advisors
Palatine,
Illinois
|
-$11.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.77M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$5.85M |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$5.2M |
| 5 |
Morgan Stanley
New York
|
-$3.76M |
TDIV Hedge Fund Activity: Q2 2018 in Review
109 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q2 2018, worth a combined $326M — down 7.2% from $352M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TDIV positions and 10 closed out — a net gain of 3 holders — while 39 added to existing stakes and 31 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.67M. The largest seller was Kabarec Financial Advisors, exiting entirely with an estimated $11.7M sold.
- 109 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q2 2018, up from 107 in Q1 2018.
- Funds reported $326M of First Trust NASDAQ Technology Dividend Index Fund stock for Q2 2018, down 7.2% quarter-over-quarter.
- 13 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q2 2018 and 10 closed out, a net change of +3 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q2 2018 was Wells Fargo, an estimated $6.67M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q2 2018 was Kabarec Financial Advisors, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2018.