First Trust NASDAQ Technology Dividend Index Fund
TDIV
133 hedge funds and large institutions have $386M 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.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $341M → $386M (+$45M)
7% more funds holding
Funds holding: 124 → 133 (+9)
0.47% less ownership
Funds ownership: 41.14% → 40.67% (-0.47%)
18% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$8.16M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
+$3.69M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.66M |
| 4 |
SMG
Smart Money Group
Eastland,
Texas
|
+$2.98M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.17M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.4M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$5.33M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.71M |
| 5 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$1.48M |
TDIV Hedge Fund Activity: Q1 2019 in Review
133 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2019, worth a combined $386M — up 13% from $341M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new TDIV positions and 12 closed out — a net gain of 10 holders — while 42 added to existing stakes and 51 trimmed.
The largest buyer was BB&T Securities, adding an estimated $8.16M. The largest seller was Wells Fargo, cutting an estimated $6.17M.
- 133 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2019, up from 124 in Q4 2018.
- Funds reported $386M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2019, up 13% quarter-over-quarter.
- 22 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2019 and 12 closed out, a net change of +10 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2019 was BB&T Securities, an estimated $8.16M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2019 was Wells Fargo, an estimated $6.17M sold.
Based on aggregated 13F filings for Q1 2019.