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First Trust Dow Jones Internet Index Fund ETF

412 hedge funds and large institutions have $5.11B invested in First Trust Dow Jones Internet Index Fund ETF in 2020 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 152 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

55% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 98

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

22% more capital invested

Capital invested by funds: $4.19B → $5.11B (+$919M)

15% more funds holding

Funds holding: 359412 (+53)

11% less ownership

Funds ownership: 66.74%55.74% (-11%)

68% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $128M

Holders
412
Holders Change
+53
Holders Change %
+14.76%
% of All Funds
8.45%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.53%
New
94
Increased
152
Reduced
98
Closed
36
Calls
$41.3M
Puts
$128M
Net Calls
-$86.5M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Segment Wealth Management
Texas
$302K +$271K +1,773 New
LWM
277
Lyell Wealth Management
California
$300K -$4.88K -32 -2%
LRIA
278
Leonard Rickey Investment Advisors
Washington
$297K +$266K +1,743 New
FT
279
Fiduciary Trust
Massachusetts
$293K +$262K +1,716 New
AG
280
Appleton Group
Wisconsin
$292K +$261K +1,710 New
NNP
281
Nachman Norwood & Parrott
South Carolina
$289K
WF
282
Welch & Forbes
Massachusetts
$277K
CWA
283
Clarus Wealth Advisors
Arizona
$277K +$232K +1,520 New
CBT
284
Capital Bank & Trust
California
$273K -$25.6K -168 -10%
WP
285
WealthSource Partners
California
$269K -$58.9K -386 -20%
FLPIM
286
F.L. Putnam Investment Management
Massachusetts
$268K -$43.3K -284 -15%
MWM
287
Meridian Wealth Management
Kentucky
$267K +$239K +1,566 New
GPA
288
Garrison Point Advisors
California
$266K +$238K +1,560 New
AGA
289
Arkos Global Advisors
Texas
$265K +$237K +1,555 New
Neuberger Berman Group
290
Neuberger Berman Group
New York
$259K +$232K +1,520 New
FWM
291
Focused Wealth Management
New York
$253K
HIS
292
Harvest Investment Services
Illinois
$243K +$218K +1,431 New
CAM
293
Concorde Asset Management
Michigan
$241K +$216K +1,413 New
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$238K -$2.59K -17 -1%
JIP
295
Jaffetilchin Investment Partners
Florida
$236K -$173K -1,133 -45%
MC
296
Moors & Cabot
Massachusetts
$235K +$211K +1,380 New
GCA
297
Genesee Capital Advisors
New York
$233K -$57.4K -376 -22%
HI
298
Horizon Investments
North Carolina
$232K -$39.4K -258 -16%
SFP
299
Strategic Financial Partners
Oregon
$232K +$207K +1,358 New
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$230K +$206K +1,348 New

FDN Hedge Fund Activity: Q2 2020 in Review

412 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q2 2020, worth a combined $5.11B — up 22% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new FDN positions and 36 closed out — a net gain of 58 holders — while 152 added to existing stakes and 98 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $57.7M. The largest seller was Bank of America, cutting an estimated $664M.

  • 412 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q2 2020, up from 359 in Q1 2020.
  • Funds reported $5.11B of First Trust Dow Jones Internet Index Fund ETF stock for Q2 2020, up 22% quarter-over-quarter.
  • 94 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q2 2020 and 36 closed out, a net change of +58 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q2 2020 was AssetMark Inc, an estimated $57.7M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q2 2020 was Bank of America, an estimated $664M sold.

Based on aggregated 13F filings for Q2 2020.