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First Trust Dow Jones Internet Index Fund ETF

329 hedge funds and large institutions have $3.99B invested in First Trust Dow Jones Internet Index Fund ETF in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 69 increasing their positions, 137 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 67

1% more funds holding

Funds holding: 326329 (+3)

9% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $17.7M

2.97% less ownership

Funds ownership: 60.73%57.76% (-3%)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

30% less capital invested

Capital invested by funds: $5.68B → $3.99B (-$1.69B)

50% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 137

Holders
329
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
7.33%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.38%
New
75
Increased
69
Reduced
137
Closed
67
Calls
$16.1M
Puts
$17.7M
Net Calls
-$1.58M
Net Calls Change
+$8.26M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
LifePlan Financial Group
Ohio
$707K -$17K -137 -2%
AWM
152
AE Wealth Management
Kansas
$697K -$38.7K -311 -5%
WI
153
Wintrust Investments
Illinois
$653K -$228K -1,836 -25%
MHS
154
M Holdings Securities
Oregon
$651K +$85.4K +687 +14%
CWM
155
Cornerstone Wealth Management
Missouri
$639K -$52.9M -425,420 -99%
CA
156
Claro Advisors
Massachusetts
$621K +$545K +4,385 New
M&T Bank
157
M&T Bank
New York
$610K -$70K -563 -10%
SWM
158
SeaCrest Wealth Management
New York
$587K -$196K -1,580 -24%
BCA
159
Bay Colony Advisors
Massachusetts
$584K +$333K +2,679 +115%
CFA
160
Cahill Financial Advisors
Minnesota
$583K +$159K +1,279 +34%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$580K +$303K +2,434 +97%
CAAS
162
Capital Asset Advisory Services
Michigan
$553K -$19.2K -154 -3%
GRP
163
Global Retirement Partners
California
$539K +$60.7K +488 +12%
WIA
164
World Investment Advisors
California
$537K +$490K +3,941 New
APA
165
American Portfolios Advisors
New York
$520K -$556K -4,471 -50%
BW
166
Bison Wealth
Georgia
$516K -$21.8K -175 -4%
RWM
167
RKL Wealth Management
Pennsylvania
$514K
MIC
168
Means Investment Company
Maine
$504K +$537K +4,318 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$503K +$170K +1,368 +46%
AWM
170
Alterna Wealth Management
Texas
$468K +$499K +4,009 New
Renaissance Technologies
171
Renaissance Technologies
New York
$467K +$497K +4,000 New
SWM
172
Stockman Wealth Management
Montana
$454K
FFG
173
Ford Financial Group
California
$454K +$69.5K +559 +17%
JCM
174
Jacobi Capital Management
Pennsylvania
$453K -$4.35K -35 -0.9%
GCA
175
Genesee Capital Advisors
New York
$447K +$477K +3,833 New

FDN Hedge Fund Activity: Q4 2018 in Review

329 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2018, worth a combined $3.99B — down 30% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FDN positions and 67 closed out — a net gain of 8 holders — while 69 added to existing stakes and 137 trimmed.

The largest buyer was Northeast Financial Consultants, opening a new position worth an estimated $27.1M. The largest seller was Bank of America, cutting an estimated $195M.

  • 329 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2018, up from 326 in Q3 2018.
  • Funds reported $3.99B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2018, down 30% quarter-over-quarter.
  • 75 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2018 and 67 closed out, a net change of +8 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2018 was Northeast Financial Consultants, an estimated $27.1M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2018 was Bank of America, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2018.