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First Trust Dow Jones Internet Index Fund ETF

174 hedge funds and large institutions have $2.59B invested in First Trust Dow Jones Internet Index Fund ETF in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

25% more capital invested

Capital invested by funds: $2.07B → $2.59B (+$517M)

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

14% more call options, than puts

Call options by funds: $2.75M | Put options by funds: $2.41M

3% more funds holding

Funds holding: 169174 (+5)

2.62% more ownership

Funds ownership: 67.15%69.76% (+2.6%)

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
4.64%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.19%
New
25
Increased
68
Reduced
56
Closed
17
Calls
$2.75M
Puts
$2.41M
Net Calls
+$344K
Net Calls Change
-$235K
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$40K -$2.42K -31 -6%
JFA
152
JNBA Financial Advisors
Minnesota
$40K +$38.2K +490 New
KTC
153
Kistler-Tiffany Companies
Pennsylvania
$37K
AWM
154
Avior Wealth Management
Nebraska
$36K
HI
155
Hudock Inc
Pennsylvania
$32K -$908K -11,645 -97%
FANJ
156
Financial Architects (New Jersey)
New Jersey
$30K
AIM
157
Advantage Investment Management
Iowa
$27K
FIB
158
First Interstate Bank
Montana
$27K
CHP
159
Cable Hill Partners
Oregon
$21K +$20.3K +261 New
GWS
160
Glassman Wealth Services
Virginia
$17K +$16.4K +210 New
BWP
161
Baldwin Wealth Partners
Massachusetts
$16K
CTC
162
Central Trust Company
Missouri
$15K -$4.99K -64 -25%
CHC
163
City Holding Co
West Virginia
$12K -$2.88K -37 -20%
MA
164
MCF Advisors
Kentucky
$12K
TIM
165
Tortoise Investment Management
New York
$12K
MRCM
166
M&R Capital Management
New Jersey
$11K
HS
167
Horan Securities
United States
$11K +$10.4K +133 New
MSFP
168
Mark Sheptoff Financial Planning
Connecticut
$8K +$7.8K +100 New
CG
169
Cutler Group
California
$7K
KF
170
Krilogy Financial
Missouri
$6K +$5.3K +68 New
LWM
171
LBA Wealth Management
Florida
$4K
CWM
172
Catamount Wealth Management
Connecticut
$3K
AssetMark Inc
173
AssetMark Inc
California
$1K +$858 +11 New
CA
174
Cumberland Advisors
Florida
-$6.44M -89,340 Closed
SG
175
Swarthmore Group
Pennsylvania
-$2.25M -31,225 Closed

FDN Hedge Fund Activity: Q3 2016 in Review

174 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q3 2016, worth a combined $2.59B — up 25% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FDN positions and 17 closed out — a net gain of 8 holders — while 68 added to existing stakes and 56 trimmed.

The largest buyer was Churchill Management, adding an estimated $94.1M. The largest seller was First Trust Advisors, cutting an estimated $28.2M.

  • 174 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q3 2016, up from 169 in Q2 2016.
  • Funds reported $2.59B of First Trust Dow Jones Internet Index Fund ETF stock for Q3 2016, up 25% quarter-over-quarter.
  • 25 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q3 2016 and 17 closed out, a net change of +8 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q3 2016 was Churchill Management, an estimated $94.1M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q3 2016 was First Trust Advisors, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2016.