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First Trust Dow Jones Internet Index Fund ETF

316 hedge funds and large institutions have $5.2B invested in First Trust Dow Jones Internet Index Fund ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 73 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 73

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

21% more capital invested

Capital invested by funds: $4.31B → $5.2B (+$888M)

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

5% more funds holding

Funds holding: 300316 (+16)

3.42% less ownership

Funds ownership: 64.52%61.1% (-3.4%)

29% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $27.2M

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
7.23%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.6%
New
55
Increased
134
Reduced
73
Closed
37
Calls
$19.5M
Puts
$27.2M
Net Calls
-$7.77M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$223K -$58.1K -444 -21%
MCWS
227
McKinley Carter Wealth Services
West Virginia
$221K +$13.8K +105 +7%
KFGK
228
Keystone Financial Group (Kentucky)
Kentucky
$219K +$205K +1,568 New
WEC
229
Winslow Evans & Crocker
Massachusetts
$218K +$113K +860 +120%
WLIM
230
White Lighthouse Investment Management
Massachusetts
$218K +$207K +1,582 New
PMFA
231
Plante Moran Financial Advisors
Michigan
$212K
VNA
232
Valley National Advisers
Pennsylvania
$211K
MWM
233
Mascoma Wealth Management
New Hampshire
$209K +$139K +1,060 +233%
RC
234
RegentAtlantic Capital
New Jersey
$206K +$196K +1,500 New
JIC
235
Joel Isaacson & Co
New York
$204K +$194K +1,485 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$196K -$3.4K -26 -2%
WB
237
Webster Bank
Connecticut
$164K
FANJ
238
Financial Architects (New Jersey)
New Jersey
$160K +$152K +1,160 New
SSB
239
Sandy Spring Bank
Maryland
$145K -$118K -900 -46%
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$140K
FHA
241
Flagship Harbor Advisors
Massachusetts
$122K +$117K +891 New
WWM
242
Willingdon Wealth Management
North Carolina
$114K +$66.7K +509 +160%
SEI Investments
243
SEI Investments
Pennsylvania
$109K +$103K +789 New
CFA
244
Carroll Financial Associates
North Carolina
$108K
BRC
245
Bell Rock Capital
Delaware
$104K +$59.2K +452 +151%
BWP
246
Baldwin Wealth Partners
Massachusetts
$96K +$39.3K +300 +75%
CPA
247
Clear Perspective Advisors
Illinois
$91K -$26.2K -200 -23%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$90K +$52.4K +400 +157%
MA
249
MUFG Americas
New York
$86K
PFBT
250
Parkside Financial Bank & Trust
Missouri
$85K

FDN Hedge Fund Activity: Q2 2018 in Review

316 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q2 2018, worth a combined $5.2B — up 21% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FDN positions and 37 closed out — a net gain of 18 holders — while 134 added to existing stakes and 73 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $114M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $50.6M sold.

  • 316 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q2 2018, up from 300 in Q1 2018.
  • Funds reported $5.2B of First Trust Dow Jones Internet Index Fund ETF stock for Q2 2018, up 21% quarter-over-quarter.
  • 55 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q2 2018 and 37 closed out, a net change of +18 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q2 2018 was AssetMark Inc, an estimated $114M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q2 2018 was Bank of Nova Scotia, an estimated $50.6M sold.

Based on aggregated 13F filings for Q2 2018.