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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
SFA
26
Sequoia Financial Advisors
Ohio
$14.2M -$624K -5,148 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$14.2M +$954K +7,879 +7%
CAM
28
Crestone Asset Management
Colorado
$13.8M +$8.38M +69,181 +153%
MCM
29
Murphy Capital Management
New Jersey
$13M -$1.55M -12,780 -11%
BFA
30
Beaumont Financial Advisors
Massachusetts
$13M -$1.51M -12,435 -10%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$13M +$1.77M +14,588 +16%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$12.9M +$351K +2,899 +3%
Citadel Advisors
33
Citadel Advisors
Florida
$12.7M +$7.17M +59,231 +129%
HFS
34
HL Financial Services
Kentucky
$12M +$632K +5,215 +6%
SFWA
35
Summit Financial Wealth Advisors
Louisiana
$11.6M +$72.2M +595,911 New
AG
36
Advisor Group
Arizona
$11.5M +$530K +4,379 +5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$10.6M +$423K +3,494 +4%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$10.1M +$10.4M +85,700 New
ODG
39
O'Dell Group
Ohio
$9.95M +$21.2K +175 +0.2%
FAM
40
Flaharty Asset Management
Florida
$9.44M +$9.75M +80,508 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$9.35M +$1.73M +14,306 +23%
NFC
42
Northeast Financial Consultants
Connecticut
$8.15M +$246K +2,027 +3%
NA
43
NewEdge Advisors
Louisiana
$8.1M +$720K +5,943 +9%
RAM
44
Riggs Asset Management
Pennsylvania
$7.95M -$128K -1,054 -2%
BTS
45
BB&T Securities
Virginia
$7.87M +$60.1K +496 +0.8%
FSA
46
Financial Services Advisory
Maryland
$7.66M +$3.49M +28,830 +83%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$7.45M +$324K +2,676 +5%
BCM
48
Barometer Capital Management
Ontario, Canada
$6.91M +$933K +7,700 +16%
JP Morgan Chase
49
JP Morgan Chase
New York
$6.65M +$87.6K +723 +1%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$6.57M -$27.5K -227 -0.4%
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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.