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First Trust Dow Jones Internet Index Fund ETF

428 hedge funds and large institutions have $5.54B invested in First Trust Dow Jones Internet Index Fund ETF in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 143 increasing their positions, 143 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 46

9% more capital invested

Capital invested by funds: $5.11B → $5.54B (+$435M)

4% more funds holding

Funds holding: 412428 (+16)

0% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 143

0.54% less ownership

Funds ownership: 55.74%55.2% (-0.54%)

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

63% less call options, than puts

Call options by funds: $56.9M | Put options by funds: $152M

Holders
428
Holders Change
+16
Holders Change %
+3.88%
% of All Funds
8.64%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.4%
New
62
Increased
143
Reduced
143
Closed
46
Calls
$56.9M
Puts
$152M
Net Calls
-$95.1M
Net Calls Change
-$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
326
Institute for Wealth Management
Colorado
$226K -$268K -1,452 -55%
FMWA
327
Forvis Mazars Wealth Advisors
Missouri
$226K
PFM
328
Parsec Financial Management
North Carolina
$225K
PCM
329
Parsons Capital Management
Rhode Island
$222K
CW
330
CreativeOne Wealth
Kansas
$221K -$22.7K -123 -9%
SAM
331
SignalPoint Asset Management
Missouri
$220K +$216K +1,168 New
CAM
332
Concorde Asset Management
Michigan
$218K -$47.6K -258 -18%
LIA
333
LBMC Investment Advisors
Tennessee
$215K +$211K +1,141 New
RBFC
334
Roman Butler Fullerton & Co
Missouri
$214K -$19.6K -106 -9%
RFN
335
RDA Financial Network
Iowa
$211K +$207K +1,120 New
RPWA
336
Regent Peak Wealth Advisors
Georgia
$211K +$207K +1,123 New
CB
337
Commerce Bank
Missouri
$210K -$16.1K -87 -7%
SWM
338
Stockman Wealth Management
Montana
$207K -$40.6K -220 -17%
SFG
339
StrategIQ Financial Group
Indiana
$205K +$201K +1,090 New
CPW
340
Catalyst Private Wealth
California
$204K +$200K +1,083 New
RFC
341
Regions Financial Corp
Alabama
$202K -$21.6K -117 -10%
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
$202K +$198K +1,071 New
PFGIA
343
Patriot Financial Group Insurance Agency
Massachusetts
$186K +$3.14K +17 +2%
SFPG
344
Stonebridge Financial Planning Group
Florida
$178K +$27.7K +150 +20%
GAM
345
Gemmer Asset Management
California
$168K +$554 +3 +0.3%
CFA
346
Carroll Financial Associates
North Carolina
$160K -$44.1K -239 -22%
HF
347
Halpern Financial
Virginia
$157K
SSB
348
Sandy Spring Bank
Maryland
$154K +$21K +114 +16%
CFB
349
Cullen/Frost Bankers
Texas
$146K
WTC
350
WhitTier Trust Company
Nevada
$144K

FDN Hedge Fund Activity: Q3 2020 in Review

428 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q3 2020, worth a combined $5.54B — up 8.5% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FDN positions and 46 closed out — a net gain of 16 holders — while 143 added to existing stakes and 143 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $95.6M. The largest seller was AssetMark Inc, cutting an estimated $69.7M.

  • 428 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q3 2020, up from 412 in Q2 2020.
  • Funds reported $5.54B of First Trust Dow Jones Internet Index Fund ETF stock for Q3 2020, up 8.5% quarter-over-quarter.
  • 62 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q3 2020 and 46 closed out, a net change of +16 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q3 2020 was Bank of Nova Scotia, an estimated $95.6M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q3 2020 was AssetMark Inc, an estimated $69.7M sold.

Based on aggregated 13F filings for Q3 2020.