We are live on ! Find out more
TDIV icon

First Trust NASDAQ Technology Dividend Index Fund
TDIV

326 hedge funds and large institutions have $1.64B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $1.5B → $1.64B (+$138M)

7% more funds holding

Funds holding: 306 → 326 (+20)

0.15% more ownership

Funds ownership: 56.95% → 57.1% (+0.15%)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
326
Holders Change
+20
Holders Change %
+6.54%
% of All Funds
4.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
46
Increased
105
Reduced
116
Closed
23
Calls
$634K
Puts
–
Net Calls
+$634K
Net Calls Change
-$107K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.8M
2
Wells Fargo
Wells Fargo
California
+$11.4M
3
LPL Financial
LPL Financial
California
+$10.9M
4
AWM
Avaii Wealth Management
Wisconsin
+$8.78M
5
CA
Crumly & Associates
Illinois
+$7.51M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.42M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.28M
3
WP
WealthPLAN Partners
Nebraska
-$5.3M
4
UBS Group
UBS Group
Switzerland
-$5.04M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$182M +$10.9M +142,042 +7%
Morgan Stanley
2
Morgan Stanley
New York
$167M +$13.8M +180,612 +10%
Wells Fargo
3
Wells Fargo
California
$141M +$11.4M +148,492 +9%
Bank of America
4
Bank of America
North Carolina
$95.4M -$311K -4,065 -0.3%
UBS Group
5
UBS Group
Switzerland
$82.3M -$5.04M -65,847 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$73.6M -$997K -13,011 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$41.3M -$45.5K -594 -0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$35.3M -$6.28M -81,918 -16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$30.9M +$808K +10,552 +3%
Ameriprise
10
Ameriprise
Minnesota
$30.9M -$305K -3,976 -1%
RJA
11
Raymond James & Associates
Florida
$29.9M -$523K -6,826 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$27.3M -$6.42M -83,745 -20%
PNC
13
Park National Corp
Ohio
$25.3M +$179K +2,330 +0.7%
FAM
14
Flaharty Asset Management
Florida
$24.4M -$434K -5,659 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$24M -$47.3K -617 -0.2%
Creative Planning
16
Creative Planning
Kansas
$21M -$266K -3,469 -1%
Stifel Financial
17
Stifel Financial
Missouri
$20.2M -$1.46M -19,065 -7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$18.4M +$7.29M +95,137 +71%
DADC
19
D.A. Davidson & Co
Montana
$18M -$555K -7,250 -3%
NA
20
NewEdge Advisors
Louisiana
$16.8M -$658K -8,589 -4%
KIM
21
Kestra Investment Management
Texas
$14.6M -$65.2K -851 -0.5%
AWM
22
Aprio Wealth Management
Georgia
$14.4M +$419K +5,463 +3%
NEPWA
23
New England Private Wealth Advisors
Massachusetts
$12.4M +$236K +3,076 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$12.4M +$243K +3,173 +2%
CCIA
25
Cherry Creek Investment Advisors
Colorado
$12.1M -$125K -1,630 -1%
1
2 3 4 5

TDIV Hedge Fund Activity: Q3 2024 in Review

326 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q3 2024, worth a combined $1.64B — up 9.2% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TDIV positions and 23 closed out — a net gain of 23 holders — while 105 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.42M.

  • 326 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $1.64B of First Trust NASDAQ Technology Dividend Index Fund stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q3 2024 and 23 closed out, a net change of +23 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q3 2024 was Morgan Stanley, an estimated $13.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2024.