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First Trust Dow Jones Internet Index Fund ETF

499 hedge funds and large institutions have $3.61B invested in First Trust Dow Jones Internet Index Fund ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 35

73% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $8.69M

12% more capital invested

Capital invested by funds: $3.21B → $3.61B (+$398M)

12% more funds holding

Funds holding: 446499 (+53)

5.39% more ownership

Funds ownership: 57.41%62.8% (+5.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
499
Holders Change
+53
Holders Change %
+11.88%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
92
Increased
120
Reduced
175
Closed
35
Calls
$15.1M
Puts
$8.69M
Net Calls
+$6.39M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$705M -$79.7M -476,639 -11%
Morgan Stanley
2
Morgan Stanley
New York
$571M +$261M +1,563,687 +104%
Wells Fargo
3
Wells Fargo
California
$218M +$3.27M +19,582 +2%
Fisher Asset Management
4
Fisher Asset Management
Washington
$199M -$68.1M -407,660 -28%
Bank of America
5
Bank of America
North Carolina
$166M -$4.94M -29,543 -3%
LPL Financial
6
LPL Financial
California
$129M -$5.04M -30,148 -4%
Two Sigma Investments
7
Two Sigma Investments
New York
$107M +$64.4M +385,000 +207%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$90.1M -$2.32M -13,880 -3%
UBS Group
9
UBS Group
Switzerland
$83.3M +$307K +1,834 +0.4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$59.4M -$4.87M -29,164 -8%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$57.3M +$29.5M +176,400 +135%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$51.4M +$45.5M +272,107 +7,876%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$45.5M +$3.88M +23,215 +11%
RJA
14
Raymond James & Associates
Florida
$42.1M -$1.45M -8,663 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$38.6M +$26.5M +158,799 +329%
Osaic Holdings
16
Osaic Holdings
Arizona
$34.1M -$12.6M -75,421 -29%
Truist Financial
17
Truist Financial
North Carolina
$34M +$1.42M +8,520 +5%
NFC
18
Northeast Financial Consultants
Connecticut
$33.1M -$342K -2,047 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$30.3M -$873K -5,225 -3%
Ameriprise
20
Ameriprise
Minnesota
$27.4M -$1.98M -11,824 -7%
Stifel Financial
21
Stifel Financial
Missouri
$26.9M -$170K -1,015 -0.7%
Goldman Sachs
22
Goldman Sachs
New York
$23.2M -$4.77M -28,547 -19%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$22.4M -$2.31M -13,823 -10%
ODG
24
O'Dell Group
Ohio
$20.6M -$235K -1,408 -1%
NA
25
NewEdge Advisors
Louisiana
$18.7M +$474K +2,838 +3%

FDN Hedge Fund Activity: Q4 2023 in Review

499 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2023, worth a combined $3.61B — up 12% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FDN positions and 35 closed out — a net gain of 57 holders — while 120 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $261M. The largest seller was Churchill Management, exiting entirely with an estimated $346M sold.

  • 499 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2023, up from 446 in Q3 2023.
  • Funds reported $3.61B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 92 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2023 and 35 closed out, a net change of +57 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $261M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2023 was Churchill Management, an estimated $346M sold.

Based on aggregated 13F filings for Q4 2023.