First Trust NASDAQ Technology Dividend Index Fund
TDIV
124 hedge funds and large institutions have $341M invested in First Trust NASDAQ Technology Dividend Index Fund in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
85% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 27
13% more funds holding
Funds holding: 110 → 124 (+14)
0.76% more ownership
Funds ownership: 40.38% → 41.14% (+0.76%)
11% less capital invested
Capital invested by funds: $383M → $341M (-$42.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.88M |
| 2 |
Morgan Stanley
New York
|
+$4.12M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.34M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.04M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$15.6M |
| 2 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$2.06M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.51M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$886K |
| 5 |
LPL Financial
San Diego,
California
|
-$874K |
TDIV Hedge Fund Activity: Q4 2018 in Review
124 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2018, worth a combined $341M — down 11% from $383M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new TDIV positions and 10 closed out — a net gain of 16 holders — while 50 added to existing stakes and 27 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $4.88M. The largest seller was BB&T Securities, cutting an estimated $15.6M.
- 124 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2018, up from 110 in Q3 2018.
- Funds reported $341M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2018, down 11% quarter-over-quarter.
- 26 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2018 and 10 closed out, a net change of +16 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2018 was Brinker Capital Investments, an estimated $4.88M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2018 was BB&T Securities, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2018.