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First Trust Dow Jones Internet Index Fund ETF

499 hedge funds and large institutions have $3.61B invested in First Trust Dow Jones Internet Index Fund ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 35

73% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $8.69M

12% more capital invested

Capital invested by funds: $3.21B → $3.61B (+$398M)

12% more funds holding

Funds holding: 446499 (+53)

5.39% more ownership

Funds ownership: 57.41%62.8% (+5.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
499
Holders Change
+53
Holders Change %
+11.88%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
92
Increased
120
Reduced
175
Closed
35
Calls
$15.1M
Puts
$8.69M
Net Calls
+$6.39M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
226
Dynamic Advisor Solutions
Arizona
$748K +$476K +2,848 +217%
PGAM
227
Princeton Global Asset Management
New Jersey
$740K
MOS
228
MGO One Seven
Ohio
$730K +$120K +719 +23%
Lido Advisors
229
Lido Advisors
California
$722K -$6.02K -36 -0.9%
MWM
230
MinichMacGregor Wealth Management
New York
$720K -$2.8M -16,759 -81%
CAG
231
Csenge Advisory Group
Florida
$712K +$246K +1,473 +63%
LMKC
232
L.M. Kohn & Company
Ohio
$705K
UCFA
233
United Capital Financial Advisors
Texas
$690K -$2.74M -16,407 -82%
Wealthfront Advisers
234
Wealthfront Advisers
California
$686K -$1.33M -7,966 -68%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$660K +$591K +3,536 New
SF
236
Synovus Financial
Georgia
$655K -$135K -806 -19%
LFAS
237
Level Four Advisory Services
Texas
$646K +$579K +3,465 New
BW
238
Bison Wealth
Georgia
$641K -$334 -2 -0.1%
RIA
239
Realta Investment Advisors
Delaware
$639K +$573K +3,425 New
CWM
240
Concentrum Wealth Management
California
$637K +$226K +1,352 +66%
JCM
241
Jacobi Capital Management
Pennsylvania
$632K +$16.7K +100 +3%
FTS
242
Fifth Third Securities
Ohio
$617K -$64.9K -388 -11%
MCWS
243
McKinley Carter Wealth Services
West Virginia
$611K -$158K -943 -22%
HSA
244
HBK Sorce Advisory
Pennsylvania
$611K -$1K -6 -0.2%
PWM
245
Perigon Wealth Management
California
$609K +$4.51K +27 +0.8%
MWS
246
Maxwell Wealth Strategies
California
$606K +$543K +3,246 New
LS
247
Leelyn Smith
Illinois
$601K -$28.6K -171 -5%
CWA
248
Clarus Wealth Advisors
Arizona
$582K +$517K +3,092 New
SWM
249
Spire Wealth Management
Virginia
$578K -$178K -1,065 -26%
RWM
250
Rockline Wealth Management
New York
$576K +$516K +3,087 New

FDN Hedge Fund Activity: Q4 2023 in Review

499 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2023, worth a combined $3.61B — up 12% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FDN positions and 35 closed out — a net gain of 57 holders — while 120 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $261M. The largest seller was Churchill Management, exiting entirely with an estimated $346M sold.

  • 499 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2023, up from 446 in Q3 2023.
  • Funds reported $3.61B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 92 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2023 and 35 closed out, a net change of +57 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $261M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2023 was Churchill Management, an estimated $346M sold.

Based on aggregated 13F filings for Q4 2023.