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First Trust Dow Jones Internet Index Fund ETF

264 hedge funds and large institutions have $3.26B invested in First Trust Dow Jones Internet Index Fund ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 26

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

17% more funds holding

Funds holding: 226264 (+38)

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

12% more capital invested

Capital invested by funds: $2.9B → $3.26B (+$357M)

9% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $10.8M

1.07% less ownership

Funds ownership: 60.33%59.26% (-1.1%)

Holders
264
Holders Change
+38
Holders Change %
+16.81%
% of All Funds
5.99%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.39%
New
65
Increased
83
Reduced
73
Closed
26
Calls
$11.7M
Puts
$10.8M
Net Calls
+$934K
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$692M +$65.4M +608,658 +11%
First Trust Advisors
2
First Trust Advisors
Illinois
$570M -$57.9M -539,050 -9%
Wells Fargo
3
Wells Fargo
California
$367M +$5.36M +49,921 +2%
Morgan Stanley
4
Morgan Stanley
New York
$332M -$24.5M -228,025 -7%
CM
5
Churchill Management
California
$150M +$31.6M +294,453 +28%
UBS Group
6
UBS Group
Switzerland
$127M +$17.9M +166,710 +17%
AssetMark Inc
7
AssetMark Inc
California
$116M +$67.7M +629,854 +149%
RJA
8
Raymond James & Associates
Florida
$61.2M -$223K -2,075 -0.4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$59.1M +$17M +158,260 +42%
LPL Financial
10
LPL Financial
California
$42.2M +$4.14M +38,525 +11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$40.8M -$4.14M -38,492 -9%
Ameriprise
12
Ameriprise
Minnesota
$35.8M -$317K -2,947 -0.9%
MML Investors Services
13
MML Investors Services
Massachusetts
$32.8M +$869K +8,084 +3%
UCFA
14
United Capital Financial Advisors
Texas
$26.2M -$724K -6,739 -3%
CS
15
Credit Suisse
Switzerland
$24.2M +$6.32M +58,822 +36%
CIA
16
Choate Investment Advisors
Massachusetts
$22.9M +$14.7M +137,107 +192%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$20.9M -$123K -1,144 -0.6%
SB
18
Suntrust Banks
Georgia
$19.9M -$27.6K -257 -0.1%
Stifel Financial
19
Stifel Financial
Missouri
$17.7M -$4.7M -43,762 -21%
NC
20
NewSquare Capital
Pennsylvania
$17.2M -$2.05M -19,116 -11%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$16.4M +$3.42M +31,806 +27%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$13.7M -$778K -7,239 -6%
SFA
23
Sequoia Financial Advisors
Ohio
$13.6M +$13.3M +123,377 New
MCM
24
Murphy Capital Management
New Jersey
$13.3M -$297K -2,761 -2%
BFA
25
Beaumont Financial Advisors
Massachusetts
$13.2M +$191K +1,776 +1%

FDN Hedge Fund Activity: Q4 2017 in Review

264 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2017, worth a combined $3.26B — up 12% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FDN positions and 26 closed out — a net gain of 39 holders — while 83 added to existing stakes and 73 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $67.7M. The largest seller was First Trust Advisors, cutting an estimated $57.9M.

  • 264 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2017, up from 226 in Q3 2017.
  • Funds reported $3.26B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 65 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2017 and 26 closed out, a net change of +39 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2017 was AssetMark Inc, an estimated $67.7M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2017 was First Trust Advisors, an estimated $57.9M sold.

Based on aggregated 13F filings for Q4 2017.