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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
DBIA
151
Dumont & Blake Investment Advisors
New Jersey
$1.48M -$68.9K -412 -5%
GPA
152
Guerra Pan Advisors
New Jersey
$1.47M +$8.69K +52 +0.7%
CBFP
153
Cedar Brook Financial Partners
Ohio
$1.47M +$18.9K +113 +1%
OBWG
154
Onyx Bridge Wealth Group
New York
$1.44M -$40.6K -243 -3%
IWM
155
Iams Wealth Management
Nebraska
$1.44M +$198K +1,182 +18%
ACP
156
Aveo Capital Partners
Colorado
$1.44M -$895K -5,355 -41%
NW
157
NewEdge Wealth
Pennsylvania
$1.43M -$25.6K -153 -2%
PPWP
158
Proquility Private Wealth Partners
Nevada
$1.42M -$374K -2,240 -23%
CPRC
159
Consolidated Portfolio Review Corp
New York
$1.41M -$465K -2,781 -27%
MSFS
160
Main Street Financial Solutions
Pennsylvania
$1.39M -$9.86K -59 -0.8%
PVI
161
Pine Valley Investments
New Jersey
$1.37M -$155K -929 -11%
QPW
162
Quantum Private Wealth
Florida
$1.36M
RWA
163
Rooted Wealth Advisors
Illinois
$1.34M +$41.6K +249 +4%
PAS
164
Park Avenue Securities
New York
$1.32M +$289K +1,729 +32%
William Blair & Company
165
William Blair & Company
Illinois
$1.29M +$4.51K +27 +0.4%
PAG
166
Private Advisory Group
Washington
$1.29M +$7.19K +43 +0.6%
1W
167
1776 Wealth
Georgia
$1.28M +$17.9K +107 +2%
CWM
168
Cornerstone Wealth Management
Missouri
$1.28M -$42.8K -256 -4%
WP
169
WealthShield Partners
North Carolina
$1.27M -$418K -2,500 -27%
TA
170
TruWealth Advisors
Louisiana
$1.25M -$34.3K -205 -3%
CG
171
Cynosure Group
Utah
$1.23M
DFA
172
DHJJ Financial Advisors
Illinois
$1.23M -$82.6K -494 -7%
SCM
173
Sage Capital Management
New Jersey
$1.22M +$1.09M +6,515 New
LWM
174
Lyell Wealth Management
California
$1.2M +$741K +4,430 +219%
WS
175
Wedbush Securities
California
$1.2M +$25.4K +152 +2%

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.