TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

Overview Fund Activity

305 hedge funds and large institutions have $1.5B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 104 reducing their positions, and 12 closing their positions.

Holders
305
Holders Change
+25
Holders Change %
+8.93%
% of All Funds
4.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
41
Increased
108
Reduced
104
Closed
12
Calls
$741K
Puts
–
Net Calls
+$741K
Net Calls Change
-$1.2M

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$13.8M
2
EFG
2
Ethos Financial Group
Pennsylvania
$9.37M
3
NA
3
NewEdge Advisors
Louisiana
$16.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$28.4M
5
Wells Fargo
5
Wells Fargo
California
$121M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$22.7M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$161M 2,122,068 +11,661 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$143M 1,894,767 -87,319 -4%
Wells Fargo
3
Wells Fargo
California
$121M 1,602,686 +91,423 +6%
Bank of America
4
Bank of America
North Carolina
$90.2M 1,191,888 +25,358 +2%
UBS Group
5
UBS Group
Switzerland
$82.5M 1,090,148 -42,457 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$70.4M 929,899 +10,227 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$39.5M 521,654 -3,167 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$39M 515,225 -22,499 -4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$32.1M 423,840 -14,460 -3%
Ameriprise
10
Ameriprise
Minnesota
$29.4M 388,802 +18,510 +5%
RJA
11
Raymond James & Associates
Florida
$28.7M 379,108 +12,077 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$28.4M 374,830 +98,935 +36%
PNC
13
Park National Corp
Ohio
$23.6M 312,539 -3,177 -1%
FAM
14
Flaharty Asset Management
Florida
$23.4M 309,280 -931 -0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$22.7M 299,714 -58,980 -16%
Stifel Financial
16
Stifel Financial
Missouri
$20.5M 271,109 -36,164 -12%
Creative Planning
17
Creative Planning
Kansas
$20M 264,733 -1,793 -0.7%
DADC
18
D.A. Davidson & Co
Montana
$17.5M 231,119 -5,469 -2%
NA
19
NewEdge Advisors
Louisiana
$16.5M 218,355 +117,324 +116%
KIM
20
Kestra Investment Management
Texas
$13.8M 182,602 +182,602 New
AWM
21
Aprio Wealth Management
Georgia
$13.1M 173,407 -11,644 -6%
AT
22
Arden Trust
Delaware
$12.7M 167,852 -7,753 -4%
CCIA
23
Cherry Creek Investment Advisors
Colorado
$11.6M 152,903 -5,306 -3%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$11.5M 151,588 +661 +0.4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$11.5M 151,425 +4,795 +3%
1
2 3 4 5