We are live on ! Find out more
FDN icon

First Trust Dow Jones Internet Index Fund ETF

329 hedge funds and large institutions have $3.99B invested in First Trust Dow Jones Internet Index Fund ETF in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 69 increasing their positions, 137 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 67

1% more funds holding

Funds holding: 326329 (+3)

9% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $17.7M

2.97% less ownership

Funds ownership: 60.73%57.76% (-3%)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

30% less capital invested

Capital invested by funds: $5.68B → $3.99B (-$1.69B)

50% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 137

Holders
329
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
7.33%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.38%
New
75
Increased
69
Reduced
137
Closed
67
Calls
$16.1M
Puts
$17.7M
Net Calls
-$1.58M
Net Calls Change
+$8.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.44B -$195M -1,570,665 -11%
First Trust Advisors
2
First Trust Advisors
Illinois
$532M -$50.9M -408,970 -8%
Wells Fargo
3
Wells Fargo
California
$333M -$41.2M -331,624 -10%
Morgan Stanley
4
Morgan Stanley
New York
$316M -$56.6M -454,813 -14%
UBS Group
5
UBS Group
Switzerland
$127M -$12.1M -97,345 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$73.6M +$3.32M +26,677 +4%
LPL Financial
7
LPL Financial
California
$70.1M -$3.15M -25,315 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$67.7M -$11.3M -90,847 -14%
RJA
9
Raymond James & Associates
Florida
$62.5M -$18.7M -150,416 -22%
Ameriprise
10
Ameriprise
Minnesota
$51.4M -$5.95M -47,806 -10%
IA
11
IFG Advisory
Georgia
$30.5M -$5.26M -42,330 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$30.3M +$13.1M +105,638 +69%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$30.1M +$2.95M +23,711 +10%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$27.3M +$123K +991 +0.4%
UCFA
15
United Capital Financial Advisors
Texas
$26.7M -$3.76M -30,275 -12%
Stifel Financial
16
Stifel Financial
Missouri
$26.2M +$2.85M +22,900 +11%
NFC
17
Northeast Financial Consultants
Connecticut
$25.4M +$27.1M +217,620 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$24.3M -$962K -7,734 -4%
CAM
19
Crestone Asset Management
Colorado
$23.6M +$1.2M +9,624 +5%
SB
20
Suntrust Banks
Georgia
$22M +$3.09M +24,834 +15%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$21.4M +$7.53M +60,562 +49%
Goldman Sachs
22
Goldman Sachs
New York
$20.3M +$6.75M +54,298 +45%
NC
23
NewSquare Capital
Pennsylvania
$20.1M -$8.08K -65 -0%
MML Investors Services
24
MML Investors Services
Massachusetts
$19.5M -$1.71M -13,737 -8%
CIA
25
Choate Investment Advisors
Massachusetts
$19.4M -$31.8M -255,544 -61%

FDN Hedge Fund Activity: Q4 2018 in Review

329 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2018, worth a combined $3.99B — down 30% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FDN positions and 67 closed out — a net gain of 8 holders — while 69 added to existing stakes and 137 trimmed.

The largest buyer was Northeast Financial Consultants, opening a new position worth an estimated $27.1M. The largest seller was Bank of America, cutting an estimated $195M.

  • 329 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2018, up from 326 in Q3 2018.
  • Funds reported $3.99B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2018, down 30% quarter-over-quarter.
  • 75 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2018 and 67 closed out, a net change of +8 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2018 was Northeast Financial Consultants, an estimated $27.1M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2018 was Bank of America, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2018.