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First Trust Dow Jones Internet Index Fund ETF

226 hedge funds and large institutions have $2.9B invested in First Trust Dow Jones Internet Index Fund ETF in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more capital invested

Capital invested by funds: $2.63B → $2.9B (+$271M)

2% more funds holding

Funds holding: 221226 (+5)

1.35% more ownership

Funds ownership: 58.98%60.33% (+1.4%)

15% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 86

65% less call options, than puts

Call options by funds: $8.31M | Put options by funds: $23.9M

Holders
226
Holders Change
+5
Holders Change %
+2.26%
% of All Funds
5.63%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
29
Increased
73
Reduced
86
Closed
21
Calls
$8.31M
Puts
$23.9M
Net Calls
-$15.6M
Net Calls Change
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$11.1M -$3.83M -38,659 -26%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$10.6M +$186K +1,880 +2%
HFS
28
HL Financial Services
Kentucky
$9.99M +$400K +4,038 +4%
HighTower Advisors
29
HighTower Advisors
Illinois
$9.32M -$205K -2,064 -2%
ODG
30
O'Dell Group
Ohio
$9.26M -$124K -1,246 -1%
Goldman Sachs
31
Goldman Sachs
New York
$8.58M -$920K -9,276 -10%
AG
32
Advisor Group
Arizona
$8.57M +$246K +2,482 +3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.38M +$654K +6,594 +9%
NSLI
34
Nan Shan Life Insurance
Taiwan
$8.14M +$7.88M +79,500 New
CIA
35
Choate Investment Advisors
Massachusetts
$7.31M +$5.4M +54,500 +322%
TFA
36
Transamerica Financial Advisors
Florida
$7.18M +$6.96M +70,190 New
RAM
37
Riggs Asset Management
Pennsylvania
$6.87M -$3.07M -30,981 -32%
BTS
38
BB&T Securities
Virginia
$6.58M -$496K -5,004 -7%
SPL
39
Smart Portfolios LLC
Washington
$6.32M +$418K +4,221 +7%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$6.31M -$118K -1,187 -2%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$6.05M -$346K -3,493 -6%
NA
42
NewEdge Advisors
Louisiana
$6M +$320K +3,233 +6%
NFC
43
Northeast Financial Consultants
Connecticut
$5.98M +$350K +3,535 +6%
PVH
44
Psagot Value Holdings
Israel
$5.73M +$2.87M +28,925 +107%
FAAS
45
First Allied Advisory Services
California
$5.67M +$309K +3,116 +6%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$5.46M +$5.29M +53,371 New
NEIRG
47
New England Investment & Retirement Group
Massachusetts
$5.33M -$113K -1,143 -2%
JP Morgan Chase
48
JP Morgan Chase
New York
$5.3M +$2.49M +25,071 +92%
Citigroup
49
Citigroup
New York
$5.07M -$97.3K -981 -2%
PAG
50
Private Advisor Group
New Jersey
$5.04M -$3.61M -36,389 -43%

FDN Hedge Fund Activity: Q3 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q3 2017, worth a combined $2.9B — up 10% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FDN positions and 21 closed out — a net gain of 8 holders — while 73 added to existing stakes and 86 trimmed.

The largest buyer was Bank of America, adding an estimated $260M. The largest seller was Bank of Nova Scotia, cutting an estimated $69.9M.

  • 226 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q3 2017, up from 221 in Q2 2017.
  • Funds reported $2.9B of First Trust Dow Jones Internet Index Fund ETF stock for Q3 2017, up 10% quarter-over-quarter.
  • 29 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q3 2017 and 21 closed out, a net change of +8 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q3 2017 was Bank of America, an estimated $260M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q3 2017 was Bank of Nova Scotia, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2017.