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First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

245 hedge funds and large institutions have $934M invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 17 closing their positions.

Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
32
Increased
87
Reduced
87
Closed
17
Calls
$2.22M
Puts
–
Net Calls
+$2.22M
Net Calls Change
+$1.04M

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$20.6M
2
LPL Financial
2
LPL Financial
California
$68.7M
3
AT
3
Arden Trust
Delaware
$8.11M
4
PVI
4
Pine Valley Investments
New Jersey
$6.34M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$21.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$41.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.99M
3
Ameriprise
3
Ameriprise
Minnesota
$21.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$117M 2,159,080 -42,394 -2%
Bank of America
2
Bank of America
North Carolina
$80.9M 1,495,185 +73,235 +5%
Wells Fargo
3
Wells Fargo
California
$68.8M 1,271,650 -34,475 -3%
LPL Financial
4
LPL Financial
California
$68.7M 1,270,899 +325,584 +34%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$46.8M 864,380 +46,393 +6%
UBS Group
6
UBS Group
Switzerland
$41.7M 770,267 -203,603 -21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.8M 550,741 +24,065 +5%
FAM
8
Flaharty Asset Management
Florida
$24.2M 447,616 +7,141 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$22.7M 419,140 +29,942 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$21.8M 402,195 +116,167 +41%
Ameriprise
11
Ameriprise
Minnesota
$21.1M 390,229 -191,741 -33%
M1FG
12
Mach-1 Financial Group
Arkansas
$20.6M 380 +380 New
RJA
13
Raymond James & Associates
Florida
$16.3M 302,080 -29,191 -9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$15.2M 280,563 +51,380 +22%
PNC
15
Park National Corp
Ohio
$15M 277,095 -1,113 -0.4%
Creative Planning
16
Creative Planning
Kansas
$14.9M 275,630 -1,047 -0.4%
Stifel Financial
17
Stifel Financial
Missouri
$13.7M 252,562 +101,482 +67%
AWM
18
AE Wealth Management
Kansas
$11.5M 212,953 +28,641 +16%
CCIA
19
Cherry Creek Investment Advisors
Colorado
$8.71M 160,964 -1,933 -1%
AWM
20
Aprio Wealth Management
Georgia
$8.6M 159,019 +26,006 +20%
AT
21
Arden Trust
Delaware
$8.11M 149,878 +149,878 New
SWP
22
Stratos Wealth Partners
Ohio
$7.47M 138,186 -6,356 -4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$7.47M 138,055 -25,149 -15%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$6.49M 119,975 +3,711 +3%
AWS
25
Atria Wealth Solutions
New York
$6.42M 118,675 +6,162 +5%
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