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First Trust Dow Jones Internet Index Fund ETF

339 hedge funds and large institutions have $4.9B invested in First Trust Dow Jones Internet Index Fund ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 131 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $20.6M

0.93% less ownership

Funds ownership: 62.32%61.39% (-0.93%)

5% less funds holding

Funds holding: 356339 (-17)

9% less capital invested

Capital invested by funds: $5.4B → $4.9B (-$504M)

21% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 131

27% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 51

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
339
Holders Change
-17
Holders Change %
-4.78%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.26%
New
37
Increased
103
Reduced
131
Closed
51
Calls
$24.4M
Puts
$20.6M
Net Calls
+$3.87M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Stockman Wealth Management
Montana
$524K
CIBC World Market
177
CIBC World Market
Ontario, Canada
$516K +$80.5K +570 +17%
DAS
178
Dynamic Advisor Solutions
Arizona
$511K +$35.7K +253 +7%
AAS
179
Avantax Advisory Services
Texas
$498K -$46.2K -327 -8%
CCFM
180
Clear Creek Financial Management
Washington
$488K +$34.7K +246 +7%
AWM
181
Alterna Wealth Management
Texas
$479K -$5.37K -38 -1%
AIC
182
Aurora Investment Counsel
Georgia
$471K
TA
183
TFG Advisers
Michigan
$470K -$1.7K -12 -0.3%
PPA
184
Parametric Portfolio Associates
Washington
$463K -$17.1K -121 -3%
CBFP
185
Cedar Brook Financial Partners
Ohio
$457K +$20.6K +146 +4%
FFG
186
Ford Financial Group
California
$452K -$7.06K -50 -1%
CA
187
Claro Advisors
Massachusetts
$448K -$149K -1,052 -24%
AI
188
Atria Investments
North Carolina
$444K +$465K +3,294 New
AW
189
ACG Wealth
Georgia
$434K
M&T Bank
190
M&T Bank
New York
$427K -$214K -1,518 -32%
BWL
191
Bogart Wealth LLC
Virginia
$425K +$57.6M +407,993 +318,745%
MAFM
192
Mid Atlantic Financial Management
Pennsylvania
$409K -$73.6K -521 -15%
HAFS
193
Hapanowicz & Associates Financial Services
Pennsylvania
$408K
WIA
194
World Investment Advisors
California
$405K
MCWS
195
McKinley Carter Wealth Services
West Virginia
$405K +$16.9K +120 +4%
VFA
196
Valeo Financial Advisors
Indiana
$377K -$447K -3,165 -53%
CFD
197
Creative Financial Designs
Indiana
$377K +$411K +2,912 New
APA
198
American Portfolios Advisors
New York
$367K -$60K -425 -13%
RIA
199
Realta Investment Advisors
Delaware
$355K +$10.3K +73 +3%
TWM
200
Titus Wealth Management
California
$354K +$3.53K +25 +1%

FDN Hedge Fund Activity: Q3 2019 in Review

339 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q3 2019, worth a combined $4.9B — down 9.3% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of FDN and 37 opened new positions — a net loss of 14 holders — while 131 trimmed existing stakes and 103 added.

The largest buyer was Bank of America, adding an estimated $151M. The largest seller was IFG Advisory, cutting an estimated $198M.

  • 339 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q3 2019, down from 356 in Q2 2019.
  • Funds reported $4.9B of First Trust Dow Jones Internet Index Fund ETF stock for Q3 2019, down 9.3% quarter-over-quarter.
  • 37 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q3 2019 and 51 closed out, a net change of -14 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q3 2019 was Bank of America, an estimated $151M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q3 2019 was IFG Advisory, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2019.