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First Trust Dow Jones Internet Index Fund ETF

485 hedge funds and large institutions have $5.05B invested in First Trust Dow Jones Internet Index Fund ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 134 increasing their positions, 191 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $99.7M | Put options by funds: $53.5M

3% less funds holding

Funds holding: 500485 (-15)

5.32% less ownership

Funds ownership: 56.83%51.52% (-5.3%)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

20% less capital invested

Capital invested by funds: $6.29B → $5.05B (-$1.25B)

26% less funds holding in top 10

Funds holding in top 10: 2720 (-7)

30% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 191

Holders
485
Holders Change
-15
Holders Change %
-3%
% of All Funds
8.52%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
57
Increased
134
Reduced
191
Closed
67
Calls
$99.7M
Puts
$53.5M
Net Calls
+$46.2M
Net Calls Change
+$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.04B -$244M -1,098,084 -10%
Morgan Stanley
2
Morgan Stanley
New York
$415M -$91.9M -413,108 -18%
Wells Fargo
3
Wells Fargo
California
$303M -$82.6M -371,305 -21%
LPL Financial
4
LPL Financial
California
$181M -$17.7M -79,476 -9%
UBS Group
5
UBS Group
Switzerland
$161M -$31.6M -142,013 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$126M -$14M -63,029 -10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$106M -$37.7M -169,680 -26%
RJA
8
Raymond James & Associates
Florida
$88.2M -$8.85M -39,779 -9%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$69.4M -$2.03M -9,144 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$62.3M +$2.32M +10,444 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$60.7M -$14.6M -65,441 -19%
Ameriprise
12
Ameriprise
Minnesota
$56.3M -$30M -134,661 -36%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$53.1M -$21.6M -97,015 -28%
NFC
14
Northeast Financial Consultants
Connecticut
$49.5M +$1.67M +7,509 +3%
Stifel Financial
15
Stifel Financial
Missouri
$46.8M -$5.83M -26,204 -11%
UCFA
16
United Capital Financial Advisors
Texas
$45.3M +$554K +2,492 +1%
Truist Financial
17
Truist Financial
North Carolina
$41.5M -$11M -49,301 -21%
CM
18
Churchill Management
California
$41M -$3.32M -14,916 -7%
CAM
19
Crestone Asset Management
Colorado
$34.9M +$865K +3,890 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$33.7M -$6.6M -29,662 -16%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$27.8M -$14.6M -65,482 -34%
TA
22
TruWealth Advisors
Louisiana
$25.5M -$5.83M -26,233 -18%
HighTower Advisors
23
HighTower Advisors
Illinois
$25.1M +$25.6M +115,032 New
FAM
24
Flaharty Asset Management
Florida
$21.8M -$621K -2,790 -3%
RF
25
Rollins Financial
Georgia
$20.4M -$1.39M -6,250 -6%

FDN Hedge Fund Activity: Q1 2021 in Review

485 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q1 2021, worth a combined $5.05B — down 20% from $6.29B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of FDN and 57 opened new positions — a net loss of 10 holders — while 191 trimmed existing stakes and 134 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $25.6M. The largest seller was First Trust Advisors, cutting an estimated $521M.

  • 485 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q1 2021, down from 500 in Q4 2020.
  • Funds reported $5.05B of First Trust Dow Jones Internet Index Fund ETF stock for Q1 2021, down 20% quarter-over-quarter.
  • 57 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q1 2021 and 67 closed out, a net change of -10 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q1 2021 was HighTower Advisors, an estimated $25.6M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q1 2021 was First Trust Advisors, an estimated $521M sold.

Based on aggregated 13F filings for Q1 2021.