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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
MSWM
301
Mader & Shannon Wealth Management
Missouri
– -$5.06M -46,053 Closed
QIM
302
Quantitative Investment Management
Virginia
– -$2.29M -20,800 Closed
ACP
303
Aveo Capital Partners
Colorado
– -$2.07M -18,859 Closed
Millennium Management
304
Millennium Management
New York
– -$1.9M -17,275 Closed
IH
305
IFC Holdings
Florida
– -$1.88M -17,046 Closed
HH
306
Hilltop Holdings
Texas
– -$1.72M -15,688 Closed
VF
307
Virtu Financial
New York
– -$1.66M -15,118 Closed
PGA
308
Premia Global Advisors
Florida
– -$1.25M -11,486 Closed
ACS
309
Archford Capital Strategies
Illinois
– -$1.05M -9,543 Closed
ID
310
Integral Derivatives
New York
– -$483K -4,400 Closed
FA
311
FDx Advisors
Illinois
– -$419K -3,812 Closed
HWM
312
Highwater Wealth Management
Colorado
– -$397K -3,610 Closed
PP
313
PagnatoKarp Partners
Virginia
– -$237K -2,156 Closed
FANJ
314
Financial Architects (New Jersey)
New Jersey
– -$75K -681 Closed
SEI Investments
315
SEI Investments
Pennsylvania
– -$58K -524 Closed
CA
316
Calton & Associates
Florida
– -$59K -497 Closed
CCMW
317
Cypress Capital Management (Wyoming)
Wyoming
– -$35K -320 Closed
AIM
318
Anchor Investment Management
South Carolina
– -$31.9K -290 Closed
DG
319
Delek Group
Israel
– -$24K -220 Closed
LA
320
Legacy Advisors
Pennsylvania
– -$19K -175 Closed
RFC
321
Regions Financial Corp
Alabama
– -$15K -140 Closed
KJWM
322
Kiley Juergens Wealth Management
Washington
– -$11K -108 Closed
IWP
323
Icon Wealth Partners
Texas
– -$6K -52 Closed
DBT
324
Dubuque Bank & Trust
Iowa
– -$5K -44 Closed
PCA
325
Providence Capital Advisors
North Carolina
– -$3K -25 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.