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First Trust Dow Jones Internet Index Fund ETF

433 hedge funds and large institutions have $2.87B invested in First Trust Dow Jones Internet Index Fund ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 156 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

76% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $34.6M

62% more capital invested

Capital invested by funds: $1.77B → $2.87B (+$1.1B)

8.59% more ownership

Funds ownership: 44.94%53.53% (+8.6%)

5% more funds holding

Funds holding: 411433 (+22)

21% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 156

Holders
433
Holders Change
+22
Holders Change %
+5.35%
% of All Funds
6.8%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
55
Increased
124
Reduced
156
Closed
29
Calls
$60.9M
Puts
$34.6M
Net Calls
+$26.3M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$688M +$630M +4,196,691 +16,223%
Fisher Asset Management
2
Fisher Asset Management
Washington
$243M -$3.13M -20,855 -1%
Morgan Stanley
3
Morgan Stanley
New York
$235M +$41.6M +276,939 +24%
Bank of America
4
Bank of America
North Carolina
$169M +$15.6M +103,773 +11%
Wells Fargo
5
Wells Fargo
California
$169M +$31.1M +207,173 +25%
LPL Financial
6
LPL Financial
California
$116M +$2.34M +15,598 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$83.1M +$5.02M +33,428 +7%
UBS Group
8
UBS Group
Switzerland
$67.9M -$91.8M -611,485 -59%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$53.1M +$21.1M +140,282 +76%
Millennium Management
10
Millennium Management
New York
$50.3M +$46.3M +308,314 New
Goldman Sachs
11
Goldman Sachs
New York
$38.6M +$19.8M +131,577 +125%
RJA
12
Raymond James & Associates
Florida
$35.7M +$4.24M +28,265 +15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$35.4M -$2.71M -18,031 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$35.2M +$6.24M +41,550 +24%
NFC
15
Northeast Financial Consultants
Connecticut
$29.4M -$367K -2,447 -1%
Ameriprise
16
Ameriprise
Minnesota
$29.3M +$7.33M +48,827 +37%
Two Sigma Investments
17
Two Sigma Investments
New York
$28.1M +$5.45M +36,300 +27%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$28.1M -$3.11M -20,731 -11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$27.6M +$1.75M +11,645 +7%
Truist Financial
20
Truist Financial
North Carolina
$27.4M +$2.46M +16,410 +11%
Stifel Financial
21
Stifel Financial
Missouri
$23.6M +$2.76M +18,382 +15%
ODG
22
O'Dell Group
Ohio
$17.6M +$15.8M +105,014 +3,247%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$17.2M +$2.61M +17,400 +20%
NA
24
NewEdge Advisors
Louisiana
$16.6M +$12.3M +82,061 +409%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$16.5M +$837K +5,576 +6%

FDN Hedge Fund Activity: Q2 2023 in Review

433 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q2 2023, worth a combined $2.87B — up 62% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FDN positions and 29 closed out — a net gain of 26 holders — while 124 added to existing stakes and 156 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $630M. The largest seller was UBS Group, cutting an estimated $91.8M.

  • 433 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q2 2023, up from 411 in Q1 2023.
  • Funds reported $2.87B of First Trust Dow Jones Internet Index Fund ETF stock for Q2 2023, up 62% quarter-over-quarter.
  • 55 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q2 2023 and 29 closed out, a net change of +26 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q2 2023 was First Trust Advisors, an estimated $630M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q2 2023 was UBS Group, an estimated $91.8M sold.

Based on aggregated 13F filings for Q2 2023.