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First Trust Dow Jones Internet Index Fund ETF

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: 1722 (+5)

14% more funds holding

Funds holding: 264300 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Kingsview Wealth Management
Oregon
$700K +$704K +5,813 New
WB
152
WesBanco Bank
West Virginia
$696K +$699K +5,775 New
NFG
153
Next Financial Group
Texas
$666K +$439K +3,623 +191%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$662K +$342K +2,821 +106%
RCG
155
Ruggie Capital Group
Florida
$639K +$642K +5,300 New
TWM
156
Titus Wealth Management
California
$637K -$274K -2,265 -48%
CWM
157
Cornerstone Wealth Management
Missouri
$615K +$158K +1,306 +33%
AW
158
ACG Wealth
Georgia
$612K +$115K +951 +23%
IWM
159
IHT Wealth Management
Illinois
$606K +$30.3K +250 +5%
BRF
160
B. Riley Financial
California
$595K +$188K +1,550 +46%
PPA
161
Parametric Portfolio Associates
Washington
$570K +$64.7K +534 +13%
BG
162
Bahl & Gaynor
Ohio
$563K +$24.8K +205 +5%
SWM
163
SeaCrest Wealth Management
New York
$563K +$132K +1,092 +30%
AWM
164
AE Wealth Management
Kansas
$559K +$196K +1,622 +54%
RWM
165
RKL Wealth Management
Pennsylvania
$531K
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
$530K +$72.7K +600 +16%
Northern Trust
167
Northern Trust
Illinois
$529K +$119K +985 +29%
AF
168
Advisornet Financial
Minnesota
$527K -$4.24K -35 -0.8%
SFSIG
169
San Francisco Sentry Investment Group
California
$512K +$5.33K +44 +1%
Brown Advisory
170
Brown Advisory
Maryland
$504K
GRP
171
Global Retirement Partners
California
$488K +$36.5K +301 +8%
DWM
172
Darwin Wealth Management
Florida
$487K -$27.3K -225 -5%
GTAM
173
Global Trust Asset Management
Florida
$485K -$133K -1,100 -21%
DAS
174
Dynamic Advisor Solutions
Arizona
$470K +$3.75K +31 +0.8%
William Blair & Company
175
William Blair & Company
Illinois
$465K -$23.7K -196 -5%

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.