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First Trust Dow Jones Internet Index Fund ETF
FDN

300 hedge funds and large institutions have $4.31B invested in First Trust Dow Jones Internet Index Fund ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 28

89% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 66

32% more capital invested

Capital invested by funds: $3.26B → $4.31B (+$1.05B)

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

14% more funds holding

Funds holding: 264 → 300 (+36)

5.26% more ownership

Funds ownership: 59.26% → 64.52% (+5.3%)

56% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $44.6M

Holders
300
Holders Change
+36
Holders Change %
+13.64%
% of All Funds
6.88%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.5%
New
69
Increased
125
Reduced
66
Closed
28
Calls
$19.8M
Puts
$44.6M
Net Calls
-$24.8M
Net Calls Change
-$25.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$740M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
+$72.2M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$50.9M
4
First Trust Advisors
First Trust Advisors
Illinois
+$23.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$127M
2
CM
Churchill Management
California
-$91.6M
3
CS
Credit Suisse
Switzerland
-$20.7M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$16.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
251
Bell Rock Capital
Delaware
$36K -$23K -190 -39%
HNB
252
Huntington National Bank
Ohio
$36K – – –
KTC
253
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
AWA
254
Acorn Wealth Advisors
Michigan
$34K +$20.5K +169 +169%
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$31K -$5.57K -46 -15%
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K +$30.9K +255 New
HI
257
Hudock Inc
Pennsylvania
$30K – – –
PWAG
258
Polaris Wealth Advisory Group
California
$29K +$29.2K +241 New
CFD
259
Creative Financial Designs
Indiana
$27K -$11.5K -95 -30%
MRCM
260
M&R Capital Management
New Jersey
$26K +$6.06K +50 +29%
FCB
261
First Command Bank
Texas
$25.3K – – –
FCFS
262
First Command Financial Services
Texas
$25K – – –
MA
263
MCF Advisors
Kentucky
$25K – – –
FIB
264
First Interstate Bank
Montana
$23K -$7.87K -65 -25%
CTC
265
Central Trust Company
Missouri
$23K – – –
PA
266
Parallel Advisors
California
$23K +$8.24K +68 +55%
APP
267
Avantax Planning Partners
Iowa
$23K +$23K +190 New
CBT
268
Capital Bank & Trust
California
$18K – – –
TIM
269
Tortoise Investment Management
New York
$18K – – –
GI
270
Gradient Investments
Minnesota
$17K – – –
PGWM
271
Parisi Gray Wealth Management
New Jersey
$17K +$3.39K +28 +24%
FCMT
272
Founders Capital Management (Texas)
Texas
$16K – – –
First Manhattan
273
First Manhattan
New York
$15K – – –
BWM
274
Baystate Wealth Management
Massachusetts
$14K +$13.3K +110 New
RFA
275
Reilly Financial Advisors
California
$11K +$11.4K +94 New
9 10
11
12 13

FDN Hedge Fund Activity: Q1 2018 in Review

300 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q1 2018, worth a combined $4.31B — up 32% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new FDN positions and 28 closed out — a net gain of 41 holders — while 125 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $740M. The largest seller was AssetMark Inc, cutting an estimated $127M.

  • 300 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q1 2018, up from 264 in Q4 2017.
  • Funds reported $4.31B of First Trust Dow Jones Internet Index Fund ETF stock for Q1 2018, up 32% quarter-over-quarter.
  • 69 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q1 2018 and 28 closed out, a net change of +41 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q1 2018 was Bank of America, an estimated $740M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q1 2018 was AssetMark Inc, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2018.