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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
PS
76
Portfolio Strategies
New York
$4.02M +$1.24M +10,206 +44%
KCM
77
Karp Capital Management
California
$3.75M +$72.1K +595 +2%
PSF
78
Pacific Sun Financial
California
$3.73M +$3.75M +30,983 New
SG
79
Somerset Group
Minnesota
$3.72M -$84.3K -696 -2%
RIA
80
Regal Investment Advisors
Michigan
$3.61M +$27.3K +225 +0.8%
CAG
81
Csenge Advisory Group
Florida
$3.55M -$135K -1,111 -4%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$3.54M +$251K +2,072 +8%
TFA
83
Transamerica Financial Advisors
Florida
$3.43M -$3.17M -26,164 -48%
JWS
84
Juncture Wealth Strategies
Arizona
$3.42M -$26.4K -218 -0.8%
NSLI
85
Nan Shan Life Insurance
Taiwan
$3.29M +$703K +5,803 +27%
EWA
86
EP Wealth Advisors
California
$3.02M -$389K -3,210 -11%
FAIM
87
Financial Advocates Investment Management
Washington
$2.99M -$431K -3,562 -13%
MC
88
Mathes Company
New York
$2.94M +$8.48K +70 +0.3%
GSC
89
G&S Capital
Colorado
$2.94M -$1.87M -15,468 -39%
FLPIM
90
F.L. Putnam Investment Management
Massachusetts
$2.89M -$19.7K -163 -0.7%
SWP
91
Stratos Wealth Partners
Ohio
$2.8M +$464K +3,827 +20%
TRCT
92
Tower Research Capital (TRC)
New York
$2.74M +$822K +6,789 +43%
SC
93
Scotia Capital
Ontario, Canada
$2.71M +$767K +6,334 +39%
SWM
94
Segment Wealth Management
Texas
$2.7M +$808K +6,674 +42%
VFA
95
Voya Financial Advisors
Connecticut
$2.66M +$1.69M +13,932 +161%
Creative Planning
96
Creative Planning
Kansas
$2.53M +$656K +5,413 +35%
FIG
97
FundX Investment Group
California
$2.46M +$2.47M +20,377 New
AP
98
Atwood & Palmer
Missouri
$2.44M +$98.7K +815 +4%
BHB
99
Bank Hapoalim BM
Israel
$2.4M +$365K +3,011 +18%
CAN
100
Cetera Advisor Networks
California
$2.39M +$99.8K +824 +4%
2 3
4
5 6

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.