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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
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$8.02M -$2.74M -16,397 -28%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$7.2M +$219K +1,309 +4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$7.16M +$285K +1,706 +5%
AWM
54
AE Wealth Management
Kansas
$6.94M +$2.75M +16,481 +87%
SEP
55
Southland Equity Partners
Missouri
$6.71M -$304K -1,820 -5%
MML Investors Services
56
MML Investors Services
Massachusetts
$6.65M +$268K +1,602 +5%
Marshall Wace
57
Marshall Wace
United Kingdom
$6.62M +$5.94M +35,510 New
CAN
58
Cetera Advisor Networks
California
$6.22M -$205K -1,228 -4%
DWP
59
Daymark Wealth Partners
Ohio
$6.15M +$61.7K +369 +1%
KPWS
60
Kestra Private Wealth Services
Texas
$6.03M +$775K +4,634 +17%
WMP
61
Wealth Management Partners
Arizona
$6M +$57.2K +342 +1%
MCC
62
Money Concepts Capital
Florida
$5.78M +$83.4K +499 +2%
NAM
63
NTV Asset Management
West Virginia
$5.77M -$376K -2,250 -7%
PSF
64
Pacific Sun Financial
California
$5.77M -$81.6K -488 -2%
BCA
65
Bay Colony Advisors
Massachusetts
$5.76M +$45K +269 +0.9%
BRWA
66
B. Riley Wealth Advisors
Florida
$5.36M -$140K -839 -3%
GS
67
GTS Securities
New York
$5.17M +$4.63M +27,691 New
GIA
68
Gladstone Institutional Advisory
Florida
$5.05M +$2.76M +16,483 +155%
OC
69
Oppenheimer & Co
New York
$5.04M +$1.08M +6,436 +31%
LC
70
Lindbrook Capital
California
$4.97M +$16.9K +101 +0.4%
PPWM
71
Paragon Private Wealth Management
Kentucky
$4.84M +$156K +935 +4%
ST
72
Somerset Trust
Pennsylvania
$4.65M -$313K -1,875 -7%
GA
73
Gateway Advisory
New Jersey
$4.62M +$4.14M +24,739 New
CAM
74
Crestone Asset Management
Colorado
$4.48M -$685K -4,098 -15%
Mariner
75
Mariner
Kansas
$4.45M -$3.43M -20,547 -46%

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.