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First Trust Dow Jones Internet Index Fund ETF

500 hedge funds and large institutions have $6.29B invested in First Trust Dow Jones Internet Index Fund ETF in 2020 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 156 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 35

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

17% more funds holding

Funds holding: 428500 (+72)

14% more capital invested

Capital invested by funds: $5.54B → $6.29B (+$752M)

1.63% more ownership

Funds ownership: 55.2%56.83% (+1.6%)

10% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 142

42% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $65.7M

Holders
500
Holders Change
+72
Holders Change %
+16.82%
% of All Funds
8.85%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.48%
New
112
Increased
156
Reduced
142
Closed
35
Calls
$38.2M
Puts
$65.7M
Net Calls
-$27.5M
Net Calls Change
+$67.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
226
Independent Financial Group
California
$968K +$172K +850 +23%
WWM
227
WT Wealth Management
Arizona
$949K -$670K -3,313 -43%
William Blair & Company
228
William Blair & Company
Illinois
$943K +$181K +896 +25%
RWM
229
RKL Wealth Management
Pennsylvania
$932K
EIP
230
Ellis Investment Partners
Pennsylvania
$919K +$183K +905 +26%
OAM
231
Oppenheimer Asset Management
New York
$917K -$90.2K -446 -9%
JWM
232
JFG Wealth Management
Colorado
$914K +$872K +4,310 New
LWA
233
Lineweaver Wealth Advisors
Ohio
$912K -$3.64K -18 -0.4%
CCM
234
Ciovacco Capital Management
Georgia
$896K +$855K +4,225 New
LFF
235
Level Four Financial
Texas
$885K +$843K +4,168 New
GTAM
236
Global Trust Asset Management
Florida
$880K +$228K +1,128 +37%
Lido Advisors
237
Lido Advisors
California
$879K -$12.9K -64 -2%
VFA
238
Valeo Financial Advisors
Indiana
$864K
FC
239
Fusion Capital
South Carolina
$860K -$9.11K -45 -1%
MA
240
Mutual Advisors
Nebraska
$828K +$1.42K +7 +0.2%
JCM
241
Jacobi Capital Management
Pennsylvania
$827K +$1.01K +5 +0.1%
22CM
242
20/20 Capital Management
California
$821K +$732K +3,618 New
Fidelity Investments
243
Fidelity Investments
Massachusetts
$813K +$76.9K +380 +11%
Fisher Asset Management
244
Fisher Asset Management
Washington
$796K +$759K +3,751 New
WAS
245
WESPAC Advisors SoCal
California
$794K -$31.4K -155 -4%
HIA
246
Harbor Investment Advisory
Maryland
$782K +$140K +691 +23%
SF
247
Synovus Financial
Georgia
$764K +$106K +522 +17%
TCWM
248
Total Clarity Wealth Management
Illinois
$761K +$86.2K +426 +13%
CIAS
249
Capital Investment Advisory Services
North Carolina
$760K +$2.23K +11 +0.3%
DAS
250
Dynamic Advisor Solutions
Arizona
$730K +$79.5K +393 +13%

FDN Hedge Fund Activity: Q4 2020 in Review

500 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2020, worth a combined $6.29B — up 14% from $5.54B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new FDN positions and 35 closed out — a net gain of 77 holders — while 156 added to existing stakes and 142 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.3M. The largest seller was Morgan Stanley, cutting an estimated $44.6M.

  • 500 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2020, up from 428 in Q3 2020.
  • Funds reported $6.29B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 112 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2020 and 35 closed out, a net change of +77 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2020 was LPL Financial, an estimated $13.3M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2020 was Morgan Stanley, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2020.