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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
ACM
276
Aviance Capital Management
Florida
$10K -$292K -2,412 -97%
FRA
277
Front Row Advisors
California
$9K – – –
FHA
278
First Horizon Advisors
Tennessee
$8K – – –
BDWM
279
Brewin Dolphin Wealth Management
Ireland
$7.83K +$7.87K +65 New
KF
280
Krilogy Financial
Missouri
$7K -$8.24K -68 -53%
WA
281
WealthTrust-Arizona
Arizona
$7K +$6.78K +56 New
SWP
282
Strategic Wealth Partners
Ohio
$6K +$6.06K +50 New
AA
283
AlphaMark Advisors
Kentucky
$5K – – –
CWM
284
Catamount Wealth Management
Connecticut
$5K – – –
AC
285
Avestar Capital
New York
$4K – – –
WAS
286
Winch Advisory Services
Wisconsin
$4K – – –
UBS AM
287
UBS AM
Illinois
$3.13K +$3.15K +26 New
HS
288
Horan Securities
United States
$3K -$2.42K -20 -44%
JWA
289
JFS Wealth Advisors
Pennsylvania
$3K +$2.79K +23 New
SFA
290
Spectrum Financial Alliance
Kentucky
$3K +$3.27K +27 New
BWL
291
Bogart Wealth LLC
Virginia
$3K +$3.39K +28 New
MCM
292
Mainstay Capital Management
Michigan
$3K +$3.39K +28 New
HCC
293
Hirtle Callaghan & Co
Pennsylvania
$2K – – –
NL
294
NVWM LLC
Pennsylvania
$2K – – –
FGAM
295
Financial Gravity Asset Management
Texas
$2K +$1.82K +15 New
FGC
296
Financial Gravity Companies
Texas
$2K +$1.82K +15 New
TC
297
Trilogy Capital
California
$2K +$2.42K +20 New
HH
298
HWG Holdings
Texas
$1K +$969 +8 New
GEA
299
Glen Eagle Advisors
New Jersey
$603 +$606 +5 New
JMPWA
300
JP Morgan Private Wealth Advisors
California
– -$16.4M -149,170 Closed
10 11
12
13 14

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.