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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

133 hedge funds and large institutions have $384M invested in First Trust NASDAQ Technology Dividend Index Fund in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
22
Increased
42
Reduced
51
Closed
12
Calls
$272K
Puts
–
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
BTS
BB&T Securities
Virginia
+$8.62M
2
NA
Nottingham Advisors
New York
+$4.07M
3
BCI
Brinker Capital Investments
Pennsylvania
+$3.87M
4
SMG
Smart Money Group
Texas
+$3.15M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$821K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.51M
2
Bank of America
Bank of America
North Carolina
-$5.7M
3
CCP
Cardan Capital Partners
Colorado
-$5.33M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.28M
5
WCM
Weatherstone Capital Management
Colorado
-$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.2M -$1.1M -28,850 -2%
Bank of America
2
Bank of America
North Carolina
$53.3M -$5.7M -148,832 -10%
Wells Fargo
3
Wells Fargo
California
$46.9M -$6.51M -170,063 -12%
UBS Group
4
UBS Group
Switzerland
$29.6M +$676K +17,663 +2%
LPL Financial
5
LPL Financial
California
$12.7M +$362K +9,461 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.9M -$174K -4,553 -1%
NA
7
Nottingham Advisors
New York
$11.9M +$4.07M +101,864 +52%
BCI
8
Brinker Capital Investments
Pennsylvania
$11.9M +$3.87M +101,014 +48%
CCA
9
Clearwater Capital Advisors
Illinois
$10.5M -$832K -21,715 -7%
RJA
10
Raymond James & Associates
Florida
$10.4M -$42.4K -1,106 -0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.82M -$513K -13,403 -5%
BTS
12
BB&T Securities
Virginia
$9.4M +$8.62M +225,045 +1,107%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.72M -$221K -5,775 -3%
PNC
14
Park National Corp
Ohio
$4.84M +$159K +4,150 +3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$4.69M -$544K -14,200 -10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$4.26M -$836K -21,836 -16%
Stifel Financial
17
Stifel Financial
Missouri
$3.51M -$305K -7,953 -8%
AFS
18
Access Financial Services
Minnesota
$3.44M +$21.8K +570 +0.6%
AG
19
Advisor Group
Arizona
$3.31M -$79.9K -2,086 -2%
MAP
20
Milestone Advisory Partners
North Carolina
$3.21M +$386K +10,091 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.17M +$302K +7,877 +11%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$3.17M -$4.28M -74,665 -57%
SMG
23
Smart Money Group
Texas
$3.15M +$3.15M +82,171 New
HCM
24
Hengehold Capital Management
Ohio
$3.03M -$28.6K -746 -0.9%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.52M +$821K +21,351 +48%
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