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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
Brown Advisory
176
Brown Advisory
Maryland
$411K
MAFM
177
Mid Atlantic Financial Management
Pennsylvania
$408K +$435K +3,498 New
ACI
178
Alpha Cubed Investments
California
$404K +$25.4K +204 +6%
AW
179
ACG Wealth
Georgia
$399K -$169K -1,360 -28%
WAS
180
WESPAC Advisors SoCal
California
$399K
PPP
181
Private Portfolio Partners
New Jersey
$399K +$426K +3,423 New
TA
182
TFG Advisers
Michigan
$398K +$425K +3,415 New
CIBC World Market
183
CIBC World Market
Ontario, Canada
$380K -$1.09M -8,789 -73%
WP
184
WealthSource Partners
California
$374K -$2.8M -22,480 -88%
PWMAG
185
Pinnacle Wealth Management Advisory Group
New Jersey
$373K +$398K +3,200 New
RJT
186
Raymond James Trust
Florida
$372K +$127K +1,024 +47%
CIAS
187
Capital Investment Advisory Services
North Carolina
$366K +$3.36K +27 +0.9%
FHB
188
First Hawaiian Bank
Hawaii
$365K +$2.74K +22 +0.7%
SCA
189
Sage Capital Advisors
South Dakota
$364K +$388K +3,119 New
HWM
190
Highwater Wealth Management
Colorado
$360K +$384K +3,090 New
CBFP
191
Cedar Brook Financial Partners
Ohio
$349K +$372K +2,992 New
FFS
192
Founders Financial Securities
Maryland
$343K -$418K -3,365 -53%
DWM
193
Darwin Wealth Management
Florida
$341K +$364K +2,925 New
HI
194
Horizon Investments
North Carolina
$335K -$271K -2,177 -43%
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$335K +$6.96K +56 +2%
LRIA
196
Leonard Rickey Investment Advisors
Washington
$326K -$82.7K -665 -19%
VFA
197
Valeo Financial Advisors
Indiana
$310K +$7.46K +60 +2%
PPA
198
Parametric Portfolio Associates
Washington
$306K -$128K -1,032 -28%
FWM
199
Focused Wealth Management
New York
$306K +$325K +2,612 +18,657%
ClearBridge Investments
200
ClearBridge Investments
New York
$303K +$323K +2,596 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.