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First Trust Dow Jones Internet Index Fund ETF

411 hedge funds and large institutions have $1.77B invested in First Trust Dow Jones Internet Index Fund ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 81 increasing their positions, 176 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more call options, than puts

Call options by funds: $52M | Put options by funds: $42.3M

9% more capital invested

Capital invested by funds: $1.63B → $1.77B (+$145M)

3% more funds holding

Funds holding: 400411 (+11)

1.09% less ownership

Funds ownership: 46.03%44.94% (-1.1%)

54% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 176

Holders
411
Holders Change
+11
Holders Change %
+2.75%
% of All Funds
6.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
81
Reduced
176
Closed
38
Calls
$52M
Puts
$42.3M
Net Calls
+$9.71M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$223M -$107M -773,411 -34%
Morgan Stanley
2
Morgan Stanley
New York
$172M -$23.3M -168,416 -13%
UBS Group
3
UBS Group
Switzerland
$152M +$94.1M +681,150 +196%
Bank of America
4
Bank of America
North Carolina
$138M -$8.83M -63,946 -6%
Wells Fargo
5
Wells Fargo
California
$123M -$4.58M -33,169 -4%
LPL Financial
6
LPL Financial
California
$103M -$9.85M -71,356 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$70.4M -$4.52M -32,751 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.8M +$4.45M +32,258 +16%
UCFA
9
United Capital Financial Advisors
Texas
$29.8M -$705K -5,103 -2%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$28.6M -$2.73M -19,732 -9%
RJA
11
Raymond James & Associates
Florida
$28.2M -$2.06M -14,902 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$27.4M -$3.59M -26,004 -12%
NFC
13
Northeast Financial Consultants
Connecticut
$27M -$2.14M -15,463 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$25.7M -$684K -4,956 -3%
Truist Financial
15
Truist Financial
North Carolina
$22.4M -$467K -3,385 -2%
Two Sigma Investments
16
Two Sigma Investments
New York
$20.2M -$1.28M -9,300 -6%
Ameriprise
17
Ameriprise
Minnesota
$19.4M -$268K -1,940 -1%
Stifel Financial
18
Stifel Financial
Missouri
$18.7M -$5.93M -42,933 -25%
Goldman Sachs
19
Goldman Sachs
New York
$15.5M -$18.4M -133,007 -56%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$14.1M -$1.06M -7,685 -7%
Citigroup
21
Citigroup
New York
$13.9M +$8.68M +62,862 +201%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$13M -$663K -4,800 -5%
KAS
23
Kestra Advisory Services
Texas
$10.9M -$3.35M -24,265 -25%
CCM
24
Chiron Capital Management
Florida
$10.8M -$27.6K -200 -0.3%
SFA
25
Sequoia Financial Advisors
Ohio
$10.1M -$156K -1,129 -2%

FDN Hedge Fund Activity: Q1 2023 in Review

411 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q1 2023, worth a combined $1.77B — up 8.9% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FDN positions and 38 closed out — a net gain of 20 holders — while 81 added to existing stakes and 176 trimmed.

The largest buyer was UBS Group, adding an estimated $94.1M. The largest seller was Fisher Asset Management, cutting an estimated $107M.

  • 411 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q1 2023, up from 400 in Q4 2022.
  • Funds reported $1.77B of First Trust Dow Jones Internet Index Fund ETF stock for Q1 2023, up 8.9% quarter-over-quarter.
  • 58 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q1 2023 and 38 closed out, a net change of +20 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q1 2023 was UBS Group, an estimated $94.1M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q1 2023 was Fisher Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2023.