First Trust NASDAQ Technology Dividend Index Fund
TDIV
162 hedge funds and large institutions have $544M invested in First Trust NASDAQ Technology Dividend Index Fund in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more call options, than puts
Call options by funds: $245K | Put options by funds: $210K
8% more capital invested
Capital invested by funds: $502M → $544M (+$42.1M)
6% more funds holding
Funds holding: 153 → 162 (+9)
1.7% more ownership
Funds ownership: 42.06% → 43.76% (+1.7%)
21% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$21.8M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$13.8M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$7.67M |
| 4 |
PWG
Private Wealth Group
Tampa,
Florida
|
+$6.32M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.5M |
| 2 |
Morgan Stanley
New York
|
-$6.37M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$6.13M |
| 4 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
-$4.32M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.66M |
TDIV Hedge Fund Activity: Q3 2020 in Review
162 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2020, worth a combined $544M — up 8.4% from $502M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new TDIV positions and 10 closed out — a net gain of 9 holders — while 50 added to existing stakes and 63 trimmed.
The largest buyer was Truist Financial, adding an estimated $21.8M. The largest seller was Raymond James & Associates, cutting an estimated $10.5M.
- 162 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2020, up from 153 in Q2 2020.
- Funds reported $544M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2020, up 8.4% quarter-over-quarter.
- 19 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2020 and 10 closed out, a net change of +9 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2020 was Truist Financial, an estimated $21.8M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2020 was Raymond James & Associates, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2020.