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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
CAS
101
Coppell Advisory Solutions
Texas
$2.61M +$1.22M +7,288 +109%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$2.55M -$938K -5,614 -29%
TFA
103
Toth Financial Advisory
Virginia
$2.52M +$37.6K +225 +2%
FAM
104
Flaharty Asset Management
Florida
$2.52M -$58.3K -349 -3%
Comerica Bank
105
Comerica Bank
Texas
$2.47M -$124K -741 -5%
IA
106
IFG Advisory
Georgia
$2.45M -$14.9K -89 -0.7%
AWA
107
Arkadios Wealth Advisors
Georgia
$2.38M -$138K -827 -6%
RA
108
RFG Advisory
Alabama
$2.37M +$2.13M +12,718 New
TWM
109
TriaGen Wealth Management
California
$2.26M -$131K -786 -6%
MFG
110
Merit Financial Group
Georgia
$2.23M +$2M +11,979 New
PWA
111
PCG Wealth Advisors
Kansas
$2.23M +$851K +5,091 +74%
6F
112
626 Financial
Michigan
$2.23M -$4.15M -24,835 -68%
PIS
113
POM Investment Strategies
North Carolina
$2.18M +$1.95M +11,674 New
NPFS
114
Novak & Powell Financial Services
Florida
$2.18M +$1.95M +11,664 New
PWM
115
Peterson Wealth Management
Nevada
$2.13M -$38.6K -231 -2%
SG
116
Somerset Group
Minnesota
$2.13M +$16.9K +101 +0.9%
E
117
ETFidea
New York
$2.12M +$83.2K +498 +5%
GWP
118
Gateway Wealth Partners
Wisconsin
$2.11M +$497K +2,972 +36%
IWC
119
Integrated Wealth Concepts
Massachusetts
$2.09M -$200K -1,198 -10%
AAS
120
Ameritas Advisory Services
Nebraska
$2.03M +$372K +2,225 +28%
EWA
121
EP Wealth Advisors
California
$2.02M +$1.81M +10,813 New
CAM
122
Cresset Asset Management
Illinois
$1.96M -$2.01K -12 -0.1%
SG
123
StoneX Group
New York
$1.96M +$63.7K +381 +4%
FAIM
124
Financial Advocates Investment Management
Washington
$1.96M -$250K -1,494 -12%
CA
125
Cetera Advisors
Colorado
$1.9M -$83.2K -498 -5%

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.