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First Trust NASDAQ Technology Dividend Index Fund

228 hedge funds and large institutions have $902M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

46% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $840M → $902M (+$62M)

5% more funds holding

Funds holding: 217228 (+11)

2.69% more ownership

Funds ownership: 46.47%49.16% (+2.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
228
Holders Change
+11
Holders Change %
+5.07%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
30
Increased
89
Reduced
61
Closed
17
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$15.5M +261,705 +16%
Bank of America
2
Bank of America
North Carolina
$97.3M +$9.81M +165,312 +11%
Wells Fargo
3
Wells Fargo
California
$68.8M -$5.2M -87,637 -7%
UBS Group
4
UBS Group
Switzerland
$47.2M +$3.56M +60,002 +8%
LPL Financial
5
LPL Financial
California
$41.3M -$5.08M -85,587 -11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$37.7M +$1.98M +33,313 +5%
MMA
7
Miracle Mile Advisors
California
$31.5M +$31.1M +524,329 +4,917%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.7M +$7.28M +122,606 +47%
Ameriprise
9
Ameriprise
Minnesota
$22.4M +$16.3M +274,446 +259%
FAM
10
Flaharty Asset Management
Florida
$21.1M +$2.07M +34,877 +11%
RJA
11
Raymond James & Associates
Florida
$20M -$1.8M -30,337 -8%
Creative Planning
12
Creative Planning
Kansas
$16.9M -$327K -5,515 -2%
PNC
13
Park National Corp
Ohio
$15M +$68.8K +1,159 +0.5%
Truist Financial
14
Truist Financial
North Carolina
$14.3M -$758K -12,771 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$13.4M +$754K +12,702 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12.1M +$117K +1,973 +1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$11.9M +$1.11M +18,736 +10%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$10.1M +$2.26M +38,000 +29%
HighTower Advisors
19
HighTower Advisors
Illinois
$9.76M +$2.39M +40,313 +32%
KAS
20
Kestra Advisory Services
Texas
$9.7M +$4.21M +70,916 +76%
CCIA
21
Cherry Creek Investment Advisors
Colorado
$9.46M +$32.7K +551 +0.3%
UCFA
22
United Capital Financial Advisors
Texas
$9.03M +$325K +5,484 +4%
BFG
23
Barber Financial Group
Kansas
$8.83M -$1.84K -31 -0%
SWP
24
Stratos Wealth Partners
Ohio
$8.63M -$53.9K -909 -0.6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$8.55M +$34K +573 +0.4%

TDIV Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q1 2022, worth a combined $902M — up 7.4% from $840M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TDIV positions and 17 closed out — a net gain of 13 holders — while 89 added to existing stakes and 61 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $31.1M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $6.8M sold.

  • 228 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $902M of First Trust NASDAQ Technology Dividend Index Fund stock for Q1 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q1 2022 and 17 closed out, a net change of +13 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q1 2022 was Miracle Mile Advisors, an estimated $31.1M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q1 2022 was International Assets Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2022.