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First Trust Dow Jones Internet Index Fund ETF

359 hedge funds and large institutions have $4.19B invested in First Trust Dow Jones Internet Index Fund ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 148 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

4.81% more ownership

Funds ownership: 61.93%66.74% (+4.8%)

3% less funds holding

Funds holding: 370359 (-11)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

13% less capital invested

Capital invested by funds: $4.82B → $4.19B (-$632M)

30% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 148

54% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $60.9M

Holders
359
Holders Change
-11
Holders Change %
-2.97%
% of All Funds
7.91%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
49
Increased
103
Reduced
148
Closed
56
Calls
$27.8M
Puts
$60.9M
Net Calls
-$33.1M
Net Calls Change
-$47.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AGM
376
Alpine Global Management
New York
-$757K -5,439 Closed
PAS
377
Park Avenue Securities
New York
-$756K -5,436 Closed
5L
378
55I LLC
Massachusetts
-$717K -5,155 Closed
PFA
379
Pinnacle Family Advisors
Missouri
-$392K -2,817 Closed
TC
380
TownSquare Capital
Utah
-$330K -2,378 Closed
CWM
381
Concentrum Wealth Management
California
-$289K -2,076 Closed
BW
382
Bison Wealth
Georgia
-$283K -2,033 Closed
AG
383
Appleton Group
Wisconsin
-$272K -1,957 Closed
OMC
384
Old Mission Capital
Illinois
-$271K -1,950 Closed
BWA
385
Beam Wealth Advisors
Louisiana
-$266K -1,910 Closed
Millennium Management
386
Millennium Management
New York
-$264K -1,900 Closed
BRC
387
Bell Rock Capital
Delaware
-$255K -1,822 Closed
IWC
388
Integrated Wealth Concepts
Massachusetts
-$250K -1,797 Closed
PCS
389
Personal CFO Solutions
New Jersey
-$249K -1,789 Closed
VWA
390
V Wealth Advisors
Kansas
-$240K -1,783 Closed
GPA
391
Garrison Point Advisors
California
-$247K -1,775 Closed
MWM
392
Meridian Wealth Management
Kentucky
-$240K -1,730 Closed
ZB
393
Zions Bancorporation
Utah
-$237K -1,700 Closed
RJT
394
Raymond James Trust
Florida
-$220K -1,583 Closed
TCA
395
Transcend Capital Advisors
New Jersey
-$216K -1,554 Closed
ACS
396
Archford Capital Strategies
Illinois
-$214K -1,541 Closed
FT
397
Fiduciary Trust
Massachusetts
-$211K -1,516 Closed
AWM
398
Avior Wealth Management
Nebraska
-$199K -1,434 Closed
CWA
399
Capital Wealth Alliance
Arizona
-$167K -1,149 Closed
AC
400
Asio Capital
Kentucky
-$74 -539 Closed

FDN Hedge Fund Activity: Q1 2020 in Review

359 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q1 2020, worth a combined $4.19B — down 13% from $4.82B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of FDN and 49 opened new positions — a net loss of 7 holders — while 148 trimmed existing stakes and 103 added.

The largest buyer was Milestone Advisory Partners, adding an estimated $242M. The largest seller was First Trust Advisors, cutting an estimated $161M.

  • 359 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q1 2020, down from 370 in Q4 2019.
  • Funds reported $4.19B of First Trust Dow Jones Internet Index Fund ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 49 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q1 2020 and 56 closed out, a net change of -7 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q1 2020 was Milestone Advisory Partners, an estimated $242M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q1 2020 was First Trust Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2020.