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First Trust NASDAQ Technology Dividend Index Fund

358 hedge funds and large institutions have $3.14B invested in First Trust NASDAQ Technology Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

91% more capital invested

Capital invested by funds: $1.64B → $3.14B (+$1.5B)

57% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 95

10% more funds holding

Funds holding: 326358 (+32)

1.24% more ownership

Funds ownership: 57.1%58.33% (+1.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
358
Holders Change
+32
Holders Change %
+9.82%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
55
Increased
149
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.48B +$48.2K +602 +3%
LPL Financial
2
LPL Financial
California
$176M -$1.34M -16,686 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$164M +$1.28M +15,931 +0.8%
Wells Fargo
4
Wells Fargo
California
$132M -$5.29M -66,078 -4%
Bank of America
5
Bank of America
North Carolina
$108M +$15.3M +190,519 +16%
Raymond James Financial
6
Raymond James Financial
Florida
$96.4M +$98.4M +1,228,466 New
UBS Group
7
UBS Group
Switzerland
$83M +$2.69M +33,528 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$45.9M +$5.67M +70,739 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$36.1M +$1.68M +20,989 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$34.9M +$8.39M +104,769 +31%
Ameriprise
11
Ameriprise
Minnesota
$34.2M +$4.11M +51,314 +13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$31.1M +$868K +10,837 +3%
PNC
13
Park National Corp
Ohio
$24.5M -$219K -2,733 -0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$23.3M +$3.32M +41,402 +14%
FAM
15
Flaharty Asset Management
Florida
$23.2M -$671K -8,370 -3%
Creative Planning
16
Creative Planning
Kansas
$21.8M +$1.33M +16,585 +6%
Stifel Financial
17
Stifel Financial
Missouri
$20M +$218K +2,716 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$19.1M +$1.18M +14,769 +6%
DADC
19
D.A. Davidson & Co
Montana
$17.3M -$255K -3,186 -1%
NA
20
NewEdge Advisors
Louisiana
$16.4M -$77.2K -963 -0.5%
AWM
21
Aprio Wealth Management
Georgia
$15.4M +$1.37M +17,151 +10%
KIM
22
Kestra Investment Management
Texas
$14M -$275K -3,434 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$13.1M +$950K +11,858 +8%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$12.2M +$49.4K +616 +0.4%
CCIA
25
Cherry Creek Investment Advisors
Colorado
$11.7M -$144K -1,797 -1%

TDIV Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2024, worth a combined $3.14B — up 91% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDIV positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Ethos Financial Group, cutting an estimated $8.78M.

  • 358 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2024, up from 326 in Q3 2024.
  • Funds reported $3.14B of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2024 was Ethos Financial Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2024.