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First Trust Dow Jones Internet Index Fund ETF

499 hedge funds and large institutions have $3.61B invested in First Trust Dow Jones Internet Index Fund ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 35

73% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $8.69M

12% more capital invested

Capital invested by funds: $3.21B → $3.61B (+$398M)

12% more funds holding

Funds holding: 446499 (+53)

5.39% more ownership

Funds ownership: 57.41%62.8% (+5.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
499
Holders Change
+53
Holders Change %
+11.88%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
92
Increased
120
Reduced
175
Closed
35
Calls
$15.1M
Puts
$8.69M
Net Calls
+$6.39M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
351
BlueChip Wealth Advisors
Georgia
$253K +$226K +1,355 New
Kovitz Investment Group Partners
352
Kovitz Investment Group Partners
Illinois
$250K -$9.36K -56 -4%
FMWA
353
Forvis Mazars Wealth Advisors
Missouri
$249K
BEI
354
Benjamin Edwards Inc
Missouri
$240K +$52.5K +314 +32%
FPWM
355
FSB Premier Wealth Management
Iowa
$239K +$214K +1,283 New
OHWP
356
Oak Harbor Wealth Partners
North Carolina
$239K
GPA
357
Garrison Point Advisors
California
$237K
CTB
358
Country Trust Bank
Illinois
$236K
FWP
359
FAS Wealth Partners
Kansas
$232K +$208K +1,244 New
CCG
360
Catalina Capital Group
California
$231K +$207K +1,237 New
RFG
361
REAP Financial Group
Texas
$229K +$205K +1,228 New
GW
362
GW & Wade
Massachusetts
$229K +$205K +1,225 New
AP
363
Atwood & Palmer
Missouri
$227K
KWS
364
Keystone Wealth Services
California
$226K +$203K +1,214 New
IA
365
Insight Advisors
Pennsylvania
$225K +$202K +1,207 New
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$221K +$198K +1,184 New
CG
367
Clarus Group
Texas
$220K +$197K +1,181 New
CAM
368
Creekmur Asset Management
Illinois
$219K +$196K +1,173 New
SAM
369
Smartleaf Asset Management
Massachusetts
$218K +$193K +1,156 New
CPW
370
Catalyst Private Wealth
California
$217K +$194K +1,163 New
VA
371
Vident Advisory
Georgia
$217K +$194K +1,162 New
BSW
372
Buckingham Strategic Wealth
Missouri
$216K +$194K +1,160 New
DWMG
373
DB Wealth Management Group
California
$209K
FFS
374
Founders Financial Securities
Maryland
$209K +$188K +1,122 New
QWM
375
Quadcap Wealth Management
Texas
$208K +$187K +1,117 New

FDN Hedge Fund Activity: Q4 2023 in Review

499 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2023, worth a combined $3.61B — up 12% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FDN positions and 35 closed out — a net gain of 57 holders — while 120 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $261M. The largest seller was Churchill Management, exiting entirely with an estimated $346M sold.

  • 499 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2023, up from 446 in Q3 2023.
  • Funds reported $3.61B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 92 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2023 and 35 closed out, a net change of +57 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $261M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2023 was Churchill Management, an estimated $346M sold.

Based on aggregated 13F filings for Q4 2023.