TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

264 hedge funds and large institutions have $1.37B invested in First Trust NASDAQ Technology Dividend Index Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 18 closing their positions.

Holders
264
Holders Change
+12
Holders Change %
+4.76%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
33
Increased
100
Reduced
90
Closed
18
Calls
$1.96M
Puts
–
Net Calls
+$1.96M
Net Calls Change
+$677K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$256M
2
UBS Group
2
UBS Group
Switzerland
$69.4M
3
CAM
3
Concorde Asset Management
Michigan
$9.72M
4
Wells Fargo
4
Wells Fargo
California
$90M
5
LPL Financial
5
LPL Financial
California
$120M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.4M
3
BWS
3
Buck Wealth Strategies
Colorado
$0
4
Lido Advisors
4
Lido Advisors
California
$0
5
SPC
5
Sigma Planning Corp
Michigan
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$256M 3,995,292 +1,850,483 +86%
LPL Financial
2
LPL Financial
California
$120M 1,867,504 +59,333 +3%
Bank of America
3
Bank of America
North Carolina
$104M 1,622,285 -39,963 -2%
Wells Fargo
4
Wells Fargo
California
$90M 1,404,952 +99,811 +8%
UBS Group
5
UBS Group
Switzerland
$69.4M 1,082,866 +242,111 +29%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$60.7M 946,781 -35,959 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$35.2M 548,444 +37,979 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.2M 533,729 +11,372 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$30.4M 474,041 -74,144 -14%
FAM
10
Flaharty Asset Management
Florida
$29M 452,410 -3,815 -0.8%
RJA
11
Raymond James & Associates
Florida
$23.5M 365,998 +45,593 +14%
Ameriprise
12
Ameriprise
Minnesota
$23.4M 365,718 +10,458 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$21.4M 333,404 +3,634 +1%
PNC
14
Park National Corp
Ohio
$20.3M 317,063 +11,689 +4%
Stifel Financial
15
Stifel Financial
Missouri
$20.2M 315,234 -5,054 -2%
Creative Planning
16
Creative Planning
Kansas
$17.1M 266,975 -5,730 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$17.1M 266,908 +19,676 +8%
DADC
18
D.A. Davidson & Co
Montana
$15.1M 234,992 -8,004 -3%
AWM
19
Aprio Wealth Management
Georgia
$11.8M 183,509 +6,948 +4%
AT
20
Arden Trust
Delaware
$11.5M 180,045 +13,430 +8%
CCIA
21
Cherry Creek Investment Advisors
Colorado
$10.4M 162,641 +883 +0.5%
CAM
22
Concorde Asset Management
Michigan
$9.72M 151,589 +104,834 +224%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$9.45M 147,366 +112 +0.1%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$8.6M 134,141 +3,022 +2%
EH
25
Equitable Holdings
New York
$8.53M 133,110 +19,733 +17%
1
2 3 4 5