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First Trust Dow Jones Internet Index Fund ETF

121 hedge funds and large institutions have $1.24B invested in First Trust Dow Jones Internet Index Fund ETF in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

97% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.37M

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

24% more capital invested

Capital invested by funds: $1.01B → $1.24B (+$238M)

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

5.92% more ownership

Funds ownership: 55.74%61.66% (+5.9%)

3% more funds holding

Funds holding: 118121 (+3)

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
27
Increased
47
Reduced
31
Closed
22
Calls
$2.69M
Puts
$1.37M
Net Calls
+$1.32M
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$237M +$123M +2,039,605 +111%
Morgan Stanley
2
Morgan Stanley
New York
$229M +$26.2M +434,231 +13%
Wells Fargo
3
Wells Fargo
California
$168M +$26.9M +446,064 +19%
Bank of America
4
Bank of America
North Carolina
$128M +$5.21M +86,406 +4%
UBS Group
5
UBS Group
Switzerland
$83.7M +$82.3M +1,365,333 New
MAA
6
Managed Account Advisors
New Jersey
$65.2M +$20.9M +346,699 +48%
BTS
7
BB&T Securities
Virginia
$28.7M +$640K +10,612 +29%
RJA
8
Raymond James & Associates
Florida
$26.6M +$1.86M +30,796 +8%
Citigroup
9
Citigroup
New York
$24M -$2.76M -45,786 -10%
CS
10
Credit Suisse
Switzerland
$22.5M +$2.93M +48,661 +15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.3M +$1.87M +31,033 +12%
BUB
12
BBVA USA Bancshares
Texas
$17M -$1.5M -24,910 -8%
LPL Financial
13
LPL Financial
California
$16.2M +$1.29M +21,478 +9%
Goldman Sachs
14
Goldman Sachs
New York
$15.4M -$253K -4,192 -2%
HF
15
Hoxton Financial
West Virginia
$10M -$349K -5,787 -3%
Ameriprise
16
Ameriprise
Minnesota
$9.24M +$1.16M +19,279 +15%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$7.45M +$2.69M +44,598 +58%
NC
18
NewSquare Capital
Pennsylvania
$7.33M +$2.48M +41,195 +53%
MCM
19
Murphy Capital Management
New Jersey
$6.61M +$97.5K +1,618 +2%
Stifel Financial
20
Stifel Financial
Missouri
$6.34M +$855K +14,187 +16%
BPC
21
Banque Pictet & Cie
Switzerland
$5.86M +$1.84M +30,563 +47%
B
22
Baird
Wisconsin
$5.74M -$259K -4,298 -4%
Deutsche Bank
23
Deutsche Bank
Germany
$5.71M +$694K +11,508 +14%
IAS
24
IMA Advisory Services
Colorado
$5.25M -$22.9K -380 -0.4%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.13M -$3.04M -50,466 -38%

FDN Hedge Fund Activity: Q4 2014 in Review

121 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2014, worth a combined $1.24B — up 24% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FDN positions and 22 closed out — a net gain of 5 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $123M. The largest seller was Hollencrest Capital Management, exiting entirely with an estimated $5.72M sold.

  • 121 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2014, up from 118 in Q3 2014.
  • Funds reported $1.24B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2014, up 24% quarter-over-quarter.
  • 27 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2014 and 22 closed out, a net change of +5 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2014 was First Trust Advisors, an estimated $123M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2014 was Hollencrest Capital Management, an estimated $5.72M sold.

Based on aggregated 13F filings for Q4 2014.