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First Trust Dow Jones Internet Index Fund ETF

370 hedge funds and large institutions have $4.82B invested in First Trust Dow Jones Internet Index Fund ETF in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 91 increasing their positions, 131 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 39

78% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $18.5M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

9% more funds holding

Funds holding: 339370 (+31)

0.54% more ownership

Funds ownership: 61.39%61.93% (+0.54%)

2% less capital invested

Capital invested by funds: $4.9B → $4.82B (-$80.4M)

31% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 131

Holders
370
Holders Change
+31
Holders Change %
+9.14%
% of All Funds
7.29%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.3%
New
77
Increased
91
Reduced
131
Closed
39
Calls
$32.9M
Puts
$18.5M
Net Calls
+$14.3M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
76
USCA RIA
Texas
$3.8M +$197K +1,463 +6%
SWM
77
Strategic Wealth Management
Washington
$3.66M -$140K -1,041 -4%
RIA
78
Regal Investment Advisors
Michigan
$3.65M -$28.3K -210 -0.8%
SAM
79
Secure Asset Management
Michigan
$3.61M +$3.5M +25,929 New
TI
80
tru Independence
Oregon
$3.56M +$3.88M +28,758 New
FAIM
81
Financial Advocates Investment Management
Washington
$3.5M +$105K +781 +3%
CF
82
Centaurus Financial
California
$3.45M -$144K -1,069 -4%
CS
83
Credit Suisse
Switzerland
$3.43M -$168K -1,244 -5%
MC
84
Mathes Company
New York
$3.38M -$54.7K -405 -2%
SPIA
85
Steward Partners Investment Advisory
New York
$3.31M +$284K +2,101 +10%
Creative Planning
86
Creative Planning
Kansas
$3.17M +$433K +3,206 +16%
APA
87
American Portfolios Advisors
New York
$3.16M +$2.7M +19,979 +733%
PFS
88
Prospera Financial Services
Texas
$3.13M +$19.3K +143 +0.6%
CAG
89
Csenge Advisory Group
Florida
$3.09M -$4.99K -37 -0.2%
US Bancorp
90
US Bancorp
Minnesota
$2.98M -$590K -4,372 -17%
JSMC
91
Jess S. Morgan & Co
California
$2.9M +$2.81M +20,854 New
CAN
92
Cetera Advisor Networks
California
$2.79M +$48.6K +360 +2%
FAAS
93
First Allied Advisory Services
California
$2.72M -$124K -916 -4%
EWA
94
EP Wealth Advisors
California
$2.68M -$66.3K -491 -2%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$2.63M +$534K +3,954 +26%
AP
96
Atwood & Palmer
Missouri
$2.46M -$7.42K -55 -0.3%
KWM
97
Keebeck Wealth Management
Illinois
$2.41M +$2.34M +17,327 New
CA
98
Crumly & Associates
Illinois
$2.38M +$2.3M +17,074 New
KWM
99
Kingsview Wealth Management
Oregon
$2.36M -$46.8K -347 -2%
TFCP
100
Twin Focus Capital Partners
Massachusetts
$2.29M +$2.23M +16,495 New

FDN Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2019, worth a combined $4.82B — down 1.6% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FDN positions and 39 closed out — a net gain of 38 holders — while 91 added to existing stakes and 131 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $29.8M. The largest seller was Wells Fargo, cutting an estimated $118M.

  • 370 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2019, up from 339 in Q3 2019.
  • Funds reported $4.82B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2019, down 1.6% quarter-over-quarter.
  • 77 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2019 and 39 closed out, a net change of +38 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2019 was Truist Financial, an estimated $29.8M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2019 was Wells Fargo, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2019.