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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
MIAN
101
Mariner Independent Advisor Network
Kansas
$2.13M +$567K +4,683 +36%
EDRH
102
Edmond de Rothschild Holding
Switzerland
$2.05M +$1.31M +10,820 +174%
PFS
103
Prospera Financial Services
Texas
$2.02M +$436K +3,603 +27%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$2M +$2.01M +16,617 New
DWA
105
Dorsey Wright & Associates
California
$1.98M -$527K -4,350 -21%
WA
106
WESPAC Advisors
California
$1.95M +$868K +7,163 +80%
MWM
107
MinichMacGregor Wealth Management
New York
$1.85M +$37.8K +312 +2%
PVH
108
Psagot Value Holdings
Israel
$1.85M +$290K +2,396 +19%
BCM
109
Beck Capital Management
Texas
$1.76M +$33.4K +276 +2%
DC
110
Davenport & Co
Virginia
$1.71M -$4.12K -34 -0.2%
US Bancorp
111
US Bancorp
Minnesota
$1.65M +$378K +3,120 +29%
PCM
112
Penserra Capital Management
California
$1.6M +$1.61M +13,293 New
SFI
113
SPC Financial Inc
Maryland
$1.58M -$186K -1,537 -10%
JWM
114
Jackson Wealth Management
Florida
$1.56M +$120K +987 +8%
SCA
115
Snowden Capital Advisors
New York
$1.55M +$215K +1,774 +16%
KA
116
Kovack Advisors
Florida
$1.52M +$245K +2,021 +19%
LFAS
117
Level Four Advisory Services
Texas
$1.52M +$49.8K +411 +3%
BS
118
Banco Santander
Spain
$1.45M +$1.5M +12,403 New
QCIG
119
Quad-Cities Investment Group
Iowa
$1.43M +$1.44M +11,919 New
DBIA
120
Dumont & Blake Investment Advisors
New Jersey
$1.4M -$413K -3,410 -23%
WI
121
Wintrust Investments
Illinois
$1.27M +$547K +4,513 +75%
UR
122
USCA RIA
Texas
$1.23M +$117K +965 +10%
LA
123
LexAurum Advisors
Kansas
$1.2M -$11.4K -94 -0.9%
BRWA
124
B. Riley Wealth Advisors
Florida
$1.18M +$806K +6,655 +213%
APA
125
American Portfolios Advisors
New York
$1.16M +$267K +2,208 +30%
3 4
5
6 7

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.