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First Trust Dow Jones Internet Index Fund ETF

400 hedge funds and large institutions have $1.63B invested in First Trust Dow Jones Internet Index Fund ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 72 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $29.7M | Put options by funds: $22M

4% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 56

0.57% more ownership

Funds ownership: 45.46%46.03% (+0.57%)

1% less funds holding

Funds holding: 406400 (-6)

5% less capital invested

Capital invested by funds: $1.72B → $1.63B (-$91M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

62% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 190

Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
6.43%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
58
Increased
72
Reduced
190
Closed
56
Calls
$29.7M
Puts
$22M
Net Calls
+$7.72M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$281M +$280M +2,205,414 +2,806%
Morgan Stanley
2
Morgan Stanley
New York
$164M -$25.9M -204,168 -13%
Bank of America
3
Bank of America
North Carolina
$123M -$117M -923,146 -48%
Wells Fargo
4
Wells Fargo
California
$106M -$7.7M -60,603 -7%
LPL Financial
5
LPL Financial
California
$94.7M -$11.4M -89,533 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$62.7M -$69.5K -547 -0.1%
UBS Group
7
UBS Group
Switzerland
$42.8M -$9.83M -77,359 -18%
Goldman Sachs
8
Goldman Sachs
New York
$29.3M +$6.29M +49,500 +26%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$26.2M -$16.6M -130,583 -38%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26M -$3.96M -31,150 -13%
UCFA
11
United Capital Financial Advisors
Texas
$25.4M -$562K -4,421 -2%
RJA
12
Raymond James & Associates
Florida
$25.3M -$6.54M -51,456 -20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$25M -$3.41M -26,842 -12%
NFC
14
Northeast Financial Consultants
Connecticut
$24.4M -$2.44M -19,171 -9%
Osaic Holdings
15
Osaic Holdings
Arizona
$22.1M -$2.63M -20,727 -10%
Stifel Financial
16
Stifel Financial
Missouri
$20.8M -$4.01M -31,555 -16%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$20.5M -$2.67M -21,017 -11%
Truist Financial
18
Truist Financial
North Carolina
$19.1M -$1.77M -13,961 -8%
Two Sigma Investments
19
Two Sigma Investments
New York
$17.9M +$9.12M +71,800 +97%
Ameriprise
20
Ameriprise
Minnesota
$16.4M -$4.82M -37,932 -22%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$12.7M -$211K -1,662 -2%
KAS
22
Kestra Advisory Services
Texas
$12.1M +$1.65M +12,999 +15%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$11.5M -$3.66M -28,800 -24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.8M +$11.2M +88,000 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$10.6M -$532K -4,189 -5%

FDN Hedge Fund Activity: Q4 2022 in Review

400 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2022, worth a combined $1.63B — down 5.3% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FDN positions and 56 closed out — a net gain of 2 holders — while 72 added to existing stakes and 190 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $280M. The largest seller was Bank of America, cutting an estimated $117M.

  • 400 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2022, down from 406 in Q3 2022.
  • Funds reported $1.63B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2022, down 5.3% quarter-over-quarter.
  • 58 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2022 and 56 closed out, a net change of +2 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2022 was Fisher Asset Management, an estimated $280M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2022 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2022.