First Trust NASDAQ Technology Dividend Index Fund
TDIV
232 hedge funds and large institutions have $745M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 17 closing their positions.
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
40% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 65
3% more funds holding
Funds holding: 226 → 232 (+6)
0.53% more ownership
Funds ownership: 51.37% → 51.9% (+0.53%)
10% less capital invested
Capital invested by funds: $824M → $745M (-$78.5M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.06M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.03M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.43M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.1M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$9.52M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.69M |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$3.72M |
| 5 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$3.46M |
TDIV Hedge Fund Activity: Q3 2022 in Review
232 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2022, worth a combined $745M — down 9.5% from $824M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new TDIV positions and 17 closed out — a net gain of 9 holders — while 91 added to existing stakes and 65 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.5M. The largest seller was Bank of America, cutting an estimated $10.1M.
- 232 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2022, up from 226 in Q2 2022.
- Funds reported $745M of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2022, down 9.5% quarter-over-quarter.
- 26 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2022 and 17 closed out, a net change of +9 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2022 was Morgan Stanley, an estimated $16.5M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2022 was Bank of America, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2022.