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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
Renaissance Technologies
126
Renaissance Technologies
New York
$1.13M +$1.14M +9,400 New
CA
127
Cetera Advisors
Colorado
$1.12M +$79.5K +656 +8%
SFG
128
Summit Financial Group
West Virginia
$1.1M – – –
BFC
129
Bedel Financial Consulting
Indiana
$1.09M – – –
MOS
130
MGO One Seven
Ohio
$1.09M -$37.1K -306 -3%
WS
131
Wedbush Securities
California
$1.05M -$311K -2,569 -23%
CAN
132
Claraphi Advisory Network
United States
$1.04M +$41.3K +341 +4%
PA
133
Pinnacle Associates
New York
$939K +$944K +7,794 New
GFPC
134
Global Financial Private Capital
Florida
$907K +$912K +7,530 New
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$887K +$133K +1,095 +17%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$874K +$30.2K +249 +4%
FFS
137
Founders Financial Securities
Maryland
$862K +$867K +7,155 New
GWM
138
Geneos Wealth Management
Colorado
$855K +$47.4K +391 +6%
SG
139
StoneX Group
New York
$821K -$588K -4,852 -42%
AG
140
Appleton Group
Wisconsin
$814K +$818K +6,757 New
CCB
141
Cutter & Co Brokerage
Missouri
$811K +$63K +520 +8%
Simplex Trading
142
Simplex Trading
Illinois
$810K +$481K +3,974 +144%
MAP
143
Milestone Advisory Partners
North Carolina
$800K – – –
OAM
144
Oppenheimer Asset Management
New York
$782K -$581K -4,794 -42%
ACI
145
Alpha Cubed Investments
California
$764K -$73.6K -608 -9%
HI
146
Horizon Investments
North Carolina
$760K -$8.24K -68 -1%
M&T Bank
147
M&T Bank
New York
$750K +$153K +1,266 +26%
LFG
148
LifePlan Financial Group
Ohio
$731K -$22.4K -185 -3%
CAAS
149
Capital Asset Advisory Services
Michigan
$720K +$18K +149 +3%
ACM
150
Avalon Capital Management
California
$714K +$718K +5,926 New
4 5
6
7 8

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.