First Trust NASDAQ Technology Dividend Index Fund
TDIV
252 hedge funds and large institutions have $1.08B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 15 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 69
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
2% more funds holding
Funds holding: 246 → 252 (+6)
0.13% more ownership
Funds ownership: 55.62% → 55.76% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less capital invested
Capital invested by funds: $1.09B → $1.08B (-$13.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.01M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.01M |
| 3 |
PWG
Private Wealth Group
Tampa,
Florida
|
+$4.28M |
| 4 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$2.73M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
Arden Trust
Wilmington,
Delaware
|
-$5.3M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.67M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.67M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.06M |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$1.98M |
TDIV Hedge Fund Activity: Q3 2023 in Review
252 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2023, worth a combined $1.08B — down 1.3% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new TDIV positions and 15 closed out — a net gain of 8 holders — while 107 added to existing stakes and 69 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.01M. The largest seller was Arden Trust, cutting an estimated $5.3M.
- 252 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2023, up from 246 in Q2 2023.
- Funds reported $1.08B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2023, down 1.3% quarter-over-quarter.
- 23 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2023 and 15 closed out, a net change of +8 holders.
- The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $8.01M added.
- The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2023 was Arden Trust, an estimated $5.3M sold.
Based on aggregated 13F filings for Q3 2023.