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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
AWS
76
Atria Wealth Solutions
New York
$4.44M -$438K -2,618 -10%
MIA
77
MeadowBrook Investment Advisors
Michigan
$4.35M +$3.9M +23,339 New
SA
78
SFI Advisors
New Jersey
$4.35M -$75.6K -452 -2%
AAS
79
Avantax Advisory Services
Texas
$4.19M -$789K -4,722 -17%
EH
80
Equitable Holdings
New York
$4.11M +$365K +2,182 +11%
Citadel Advisors
81
Citadel Advisors
Florida
$4.1M +$1.86M +11,120 +102%
RIA
82
Regal Investment Advisors
Michigan
$4.1M +$20.1K +120 +0.5%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$4.06M +$351K +2,101 +11%
AssetMark Inc
84
AssetMark Inc
California
$4.05M +$2.18M +13,035 +150%
SCA
85
Snowden Capital Advisors
New York
$3.99M +$109K +653 +3%
DADC
86
D.A. Davidson & Co
Montana
$3.76M +$130K +776 +4%
HI
87
Harbour Investments
Wisconsin
$3.72M +$546K +3,269 +20%
SI
88
Stephens Inc
Arkansas
$3.64M -$85.8K -513 -3%
Creative Planning
89
Creative Planning
Kansas
$3.64M +$181K +1,081 +6%
TPWA
90
Twin Peaks Wealth Advisors
California
$3.4M +$3.05M +18,242 New
Bank of New York Mellon
91
Bank of New York Mellon
New York
$3.26M +$271K +1,621 +10%
PFA
92
Plotkin Financial Advisors
Maryland
$3.17M -$38.4K -230 -1%
SAM
93
Synergy Asset Management
Washington
$3.15M +$2.82M +16,893 New
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$2.94M -$489K -2,923 -16%
MWM
95
MGB Wealth Management
Texas
$2.87M +$2.57M +15,358 New
SPIA
96
Steward Partners Investment Advisory
New York
$2.79M +$57.8K +346 +2%
GSIAS
97
Garden State Investment Advisory Services
New Jersey
$2.79M +$95.9K +574 +4%
WCM
98
WealthBridge Capital Management
Ohio
$2.67M -$8.36K -50 -0.3%
FWM
99
FFT Wealth Management
Pennsylvania
$2.64M -$298K -1,785 -11%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$2.63M -$51K -305 -2%

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.