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First Trust Dow Jones Internet Index Fund ETF

316 hedge funds and large institutions have $5.2B invested in First Trust Dow Jones Internet Index Fund ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 73 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 73

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

21% more capital invested

Capital invested by funds: $4.31B → $5.2B (+$888M)

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

5% more funds holding

Funds holding: 300316 (+16)

3.42% less ownership

Funds ownership: 64.52%61.1% (-3.4%)

29% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $27.2M

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
7.23%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.6%
New
55
Increased
134
Reduced
73
Closed
37
Calls
$19.5M
Puts
$27.2M
Net Calls
-$7.77M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Dynamic Advisor Solutions
Arizona
$578K +$38.9K +297 +8%
GRP
177
Global Retirement Partners
California
$569K +$10.6K +81 +2%
WAS
178
WESPAC Advisors SoCal
California
$567K +$45.8K +350 +9%
BCP
179
Blackhawk Capital Partners
Wisconsin
$561K +$534K +4,078 New
William Blair & Company
180
William Blair & Company
Illinois
$536K +$4.84K +37 +1%
JCM
181
Jacobi Capital Management
Pennsylvania
$535K +$4.98K +38 +1%
CFA
182
Cahill Financial Advisors
Minnesota
$512K +$135K +1,032 +38%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$509K +$485K +3,700 New
LRIA
184
Leonard Rickey Investment Advisors
Washington
$494K -$30.4K -232 -6%
Brown Advisory
185
Brown Advisory
Maryland
$485K -$86.2K -658 -16%
TWM
186
Titus Wealth Management
California
$478K +$129K +983 +39%
FFG
187
Ford Financial Group
California
$460K +$86K +657 +25%
SWM
188
Stockman Wealth Management
Montana
$453K +$14.4K +110 +3%
VFA
189
Valeo Financial Advisors
Indiana
$446K +$212K +1,616 +103%
WIM
190
Westside Investment Management
California
$440K +$216K +1,650 +110%
MA
191
Mutual Advisors
Nebraska
$439K +$186K +1,421 +80%
CIAS
192
Capital Investment Advisory Services
North Carolina
$420K +$9.69K +74 +2%
FF
193
Friedenthal Financial
New Jersey
$413K +$139K +1,062 +55%
NFG
194
Next Financial Group
Texas
$407K -$336K -2,564 -46%
FWP
195
FAS Wealth Partners
Kansas
$392K
IFAM
196
Institutional & Family Asset Management
Colorado
$378K +$4.58K +35 +1%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$368K -$369K -2,821 -51%
Deutsche Bank
198
Deutsche Bank
Germany
$361K +$242K +1,849 +239%
RA
199
RFG Advisory
Alabama
$355K +$89K +680 +36%
BAM
200
Belpointe Asset Management
Nevada
$350K +$9.04K +69 +3%

FDN Hedge Fund Activity: Q2 2018 in Review

316 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q2 2018, worth a combined $5.2B — up 21% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FDN positions and 37 closed out — a net gain of 18 holders — while 134 added to existing stakes and 73 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $114M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $50.6M sold.

  • 316 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q2 2018, up from 300 in Q1 2018.
  • Funds reported $5.2B of First Trust Dow Jones Internet Index Fund ETF stock for Q2 2018, up 21% quarter-over-quarter.
  • 55 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q2 2018 and 37 closed out, a net change of +18 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q2 2018 was AssetMark Inc, an estimated $114M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q2 2018 was Bank of Nova Scotia, an estimated $50.6M sold.

Based on aggregated 13F filings for Q2 2018.