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First Trust Dow Jones Internet Index Fund ETF

412 hedge funds and large institutions have $5.11B invested in First Trust Dow Jones Internet Index Fund ETF in 2020 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 152 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

55% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 98

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

22% more capital invested

Capital invested by funds: $4.19B → $5.11B (+$919M)

15% more funds holding

Funds holding: 359412 (+53)

11% less ownership

Funds ownership: 66.74%55.74% (-11%)

68% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $128M

Holders
412
Holders Change
+53
Holders Change %
+14.76%
% of All Funds
8.45%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.53%
New
94
Increased
152
Reduced
98
Closed
36
Calls
$41.3M
Puts
$128M
Net Calls
-$86.5M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
201
Lido Advisors
California
$731K -$5.49K -36 -0.8%
LWA
202
Lineweaver Wealth Advisors
Ohio
$724K +$4.42K +29 +0.7%
TW
203
TrinityPoint Wealth
Connecticut
$719K -$3.84M -25,198 -86%
VFA
204
Voya Financial Advisors
Connecticut
$713K +$45.3K +297 +7%
FC
205
Fusion Capital
South Carolina
$698K +$268K +1,756 +75%
TCWM
206
Total Clarity Wealth Management
Illinois
$691K +$13.7K +90 +2%
JCM
207
Jacobi Capital Management
Pennsylvania
$681K
WAS
208
WESPAC Advisors SoCal
California
$678K +$123K +805 +28%
IWC
209
Integrated Wealth Concepts
Massachusetts
$665K +$595K +3,899 New
GVAG
210
Great Valley Advisor Group
Delaware
$656K +$586K +3,841 New
AW
211
ACG Wealth
Georgia
$633K +$28.4K +186 +5%
CAM
212
Cozad Asset Management
Illinois
$627K +$561K +3,675 New
MA
213
Mutual Advisors
Nebraska
$626K +$44.1K +289 +9%
OIA
214
OneDigital Investment Advisors
Kansas
$614K +$67.4K +442 +14%
EIA
215
Eldridge Investment Advisors
New Hampshire
$614K +$549K +3,600 New
CCFM
216
Clear Creek Financial Management
Washington
$603K
MAFM
217
Mid Atlantic Financial Management
Pennsylvania
$576K +$20.8K +136 +4%
PPA
218
Parametric Portfolio Associates
Washington
$572K +$48.8K +320 +11%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$568K -$98.6K -646 -16%
PA
220
PFG Advisors
Arizona
$561K +$140K +918 +43%
TA
221
TFG Advisers
Michigan
$557K -$12.7K -83 -2%
HIA
222
Harbor Investment Advisory
Maryland
$551K +$64.2K +421 +15%
APA
223
American Portfolios Advisors
New York
$545K +$78.6K +515 +19%
RIA
224
Realta Investment Advisors
Delaware
$542K -$20.1K -132 -4%
VAG
225
VisionPoint Advisory Group
Texas
$541K +$469K +3,074 New

FDN Hedge Fund Activity: Q2 2020 in Review

412 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q2 2020, worth a combined $5.11B — up 22% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new FDN positions and 36 closed out — a net gain of 58 holders — while 152 added to existing stakes and 98 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $57.7M. The largest seller was Bank of America, cutting an estimated $664M.

  • 412 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q2 2020, up from 359 in Q1 2020.
  • Funds reported $5.11B of First Trust Dow Jones Internet Index Fund ETF stock for Q2 2020, up 22% quarter-over-quarter.
  • 94 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q2 2020 and 36 closed out, a net change of +58 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q2 2020 was AssetMark Inc, an estimated $57.7M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q2 2020 was Bank of America, an estimated $664M sold.

Based on aggregated 13F filings for Q2 2020.