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First Trust Dow Jones Internet Index Fund ETF

326 hedge funds and large institutions have $5.68B invested in First Trust Dow Jones Internet Index Fund ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 95 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 95

29% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $5.2B → $5.68B (+$481M)

3% more funds holding

Funds holding: 316326 (+10)

0.38% less ownership

Funds ownership: 61.1%60.73% (-0.38%)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

34% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $28.5M

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
7.45%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.53%
New
49
Increased
129
Reduced
95
Closed
38
Calls
$18.7M
Puts
$28.5M
Net Calls
-$9.83M
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.97B +$231M +1,631,215 +13%
First Trust Advisors
2
First Trust Advisors
Illinois
$703M -$73.8M -520,413 -9%
Wells Fargo
3
Wells Fargo
California
$451M +$2.4M +16,905 +0.5%
Morgan Stanley
4
Morgan Stanley
New York
$448M +$6.2M +43,724 +1%
UBS Group
5
UBS Group
Switzerland
$168M +$22.6M +159,421 +15%
AssetMark Inc
6
AssetMark Inc
California
$127M +$4.01M +28,310 +3%
RJA
7
Raymond James & Associates
Florida
$97.1M +$3.34M +23,522 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$95M +$11.1M +78,588 +13%
LPL Financial
9
LPL Financial
California
$88.6M +$6.42M +45,238 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$85.5M +$7.16M +50,465 +9%
CM
11
Churchill Management
California
$72.4M -$287K -2,023 -0.4%
Ameriprise
12
Ameriprise
Minnesota
$69.2M +$13.6M +96,109 +24%
HIIFS
13
Harel Insurance Investments & Financial Services
Israel
$67M +$110K +777 +0.2%
CIA
14
Choate Investment Advisors
Massachusetts
$59.7M +$59.8M +421,833 New
IA
15
IFG Advisory
Georgia
$36.9M +$8.12M +57,242 +8%
UCFA
16
United Capital Financial Advisors
Texas
$36.7M -$1.96M -13,798 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$33.1M +$18.8M +132,711 +131%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$32.9M +$1.33M +9,409 +4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$32.4M +$14.2M +99,960 +77%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$30.6M +$515K +3,635 +2%
Stifel Financial
21
Stifel Financial
Missouri
$28.6M +$2.43M +17,164 +9%
CAM
22
Crestone Asset Management
Colorado
$27.3M +$4.26M +30,017 +18%
MML Investors Services
23
MML Investors Services
Massachusetts
$25.6M -$14.1M -99,179 -35%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$25.5M -$2.44M -17,214 -9%
CS
25
Credit Suisse
Switzerland
$25.3M -$3.65M -25,731 -13%

FDN Hedge Fund Activity: Q3 2018 in Review

326 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q3 2018, worth a combined $5.68B — up 9.2% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FDN positions and 38 closed out — a net gain of 11 holders — while 129 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $231M. The largest seller was First Trust Advisors, cutting an estimated $73.8M.

  • 326 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q3 2018, up from 316 in Q2 2018.
  • Funds reported $5.68B of First Trust Dow Jones Internet Index Fund ETF stock for Q3 2018, up 9.2% quarter-over-quarter.
  • 49 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q3 2018 and 38 closed out, a net change of +11 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q3 2018 was Bank of America, an estimated $231M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q3 2018 was First Trust Advisors, an estimated $73.8M sold.

Based on aggregated 13F filings for Q3 2018.