First Trust NASDAQ Technology Dividend Index Fund
TDIV
151 hedge funds and large institutions have $475M invested in First Trust NASDAQ Technology Dividend Index Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 7 closing their positions.
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 42
17% more capital invested
Capital invested by funds: $407M → $475M (+$67.6M)
16% more funds holding
Funds holding: 130 → 151 (+21)
1.8% more ownership
Funds ownership: 40.35% → 42.14% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$12.9M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$11.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.35M |
| 4 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
+$4.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Nottingham Advisors
Amherst,
New York
|
-$5.84M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.3M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$1.94M |
| 4 |
Jane Street
New York
|
-$1.92M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.64M |
TDIV Hedge Fund Activity: Q4 2019 in Review
151 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2019, worth a combined $475M — up 17% from $407M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new TDIV positions and 7 closed out — a net gain of 23 holders — while 56 added to existing stakes and 42 trimmed.
The largest buyer was Advisor Group, adding an estimated $12.9M. The largest seller was Nottingham Advisors, cutting an estimated $5.84M.
- 151 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2019, up from 130 in Q3 2019.
- Funds reported $475M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2019, up 17% quarter-over-quarter.
- 30 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2019 and 7 closed out, a net change of +23 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2019 was Advisor Group, an estimated $12.9M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2019 was Nottingham Advisors, an estimated $5.84M sold.
Based on aggregated 13F filings for Q4 2019.