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First Trust Dow Jones Internet Index Fund ETF

127 hedge funds and large institutions have $1.72B invested in First Trust Dow Jones Internet Index Fund ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $812K

177% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 22

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

38% more capital invested

Capital invested by funds: $1.24B → $1.72B (+$473M)

5.89% more ownership

Funds ownership: 61.66%67.55% (+5.9%)

5% more funds holding

Funds holding: 121127 (+6)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
3.38%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
28
Increased
61
Reduced
22
Closed
20
Calls
$2.58M
Puts
$812K
Net Calls
+$1.77M
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$474M +$217M +3,430,095 +89%
Morgan Stanley
2
Morgan Stanley
New York
$267M +$24.5M +388,205 +10%
Wells Fargo
3
Wells Fargo
California
$209M +$30.2M +478,804 +17%
Bank of America
4
Bank of America
North Carolina
$148M +$12.6M +200,366 +10%
UBS Group
5
UBS Group
Switzerland
$104M +$14.7M +233,562 +17%
MAA
6
Managed Account Advisors
New Jersey
$96.4M +$26.6M +421,170 +40%
BTS
7
BB&T Securities
Virginia
$32.4M +$200K +3,167 +7%
ACM
8
Aviance Capital Management
Florida
$31.8M +$30.9M +490,179 New
RJA
9
Raymond James & Associates
Florida
$28.6M +$362K +5,730 +1%
LPL Financial
10
LPL Financial
California
$19.6M +$2.52M +39,913 +15%
Citigroup
11
Citigroup
New York
$19.3M -$5.91M -93,646 -24%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18.3M -$34.5K -546 -0.2%
UCFA
13
United Capital Financial Advisors
Texas
$17.8M +$16.9M +267,181 New
BUB
14
BBVA USA Bancshares
Texas
$17.3M -$614K -9,725 -4%
Goldman Sachs
15
Goldman Sachs
New York
$17M +$698K +11,061 +4%
MFS
16
MSI Financial Services
Massachusetts
$13.1M +$10.2M +161,773 +410%
NC
17
NewSquare Capital
Pennsylvania
$10.8M +$2.94M +46,526 +39%
HF
18
Hoxton Financial
West Virginia
$10.7M +$118K +1,870 +1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$10.5M +$2.58M +40,916 +34%
Ameriprise
20
Ameriprise
Minnesota
$10.2M +$306K +4,851 +3%
Stifel Financial
21
Stifel Financial
Missouri
$8.77M +$2M +31,720 +31%
CS
22
Credit Suisse
Switzerland
$8.6M -$14.8M -233,972 -64%
TFA
23
Transamerica Financial Advisors
Florida
$6.96M +$5.97M +94,576 +747%
B
24
Baird
Wisconsin
$6.57M +$482K +7,632 +8%
JP Morgan Chase
25
JP Morgan Chase
New York
$6.43M +$973K +15,408 +18%

FDN Hedge Fund Activity: Q1 2015 in Review

127 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q1 2015, worth a combined $1.72B — up 38% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FDN positions and 20 closed out — a net gain of 8 holders — while 61 added to existing stakes and 22 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $217M. The largest seller was Credit Suisse, cutting an estimated $14.8M.

  • 127 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q1 2015, up from 121 in Q4 2014.
  • Funds reported $1.72B of First Trust Dow Jones Internet Index Fund ETF stock for Q1 2015, up 38% quarter-over-quarter.
  • 28 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q1 2015 and 20 closed out, a net change of +8 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q1 2015 was First Trust Advisors, an estimated $217M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q1 2015 was Credit Suisse, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2015.