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First Trust Dow Jones Internet Index Fund ETF

507 hedge funds and large institutions have $3.2B invested in First Trust Dow Jones Internet Index Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 197 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $16.9M

3.27% more ownership

Funds ownership: 53.8%57.07% (+3.3%)

1% more funds holding

Funds holding: 500507 (+7)

1% less capital invested

Capital invested by funds: $3.22B → $3.2B (-$17.8M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

39% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 197

Holders
507
Holders Change
+7
Holders Change %
+1.4%
% of All Funds
7.28%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
43
Increased
121
Reduced
197
Closed
32
Calls
$19.3M
Puts
$16.9M
Net Calls
+$2.46M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$806M -$8.18M -40,751 -1%
Morgan Stanley
2
Morgan Stanley
New York
$287M -$17.9M -89,331 -6%
Wells Fargo
3
Wells Fargo
California
$216M -$15.9M -79,278 -7%
Bank of America
4
Bank of America
North Carolina
$165M -$11.1M -55,408 -7%
UBS Group
5
UBS Group
Switzerland
$160M +$62.4M +310,953 +70%
LPL Financial
6
LPL Financial
California
$145M -$1.07M -5,330 -0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$91.7M -$17.1M -85,282 -16%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$59.5M +$64.2K +320 +0.1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$51M +$78.6K +392 +0.2%
RJA
10
Raymond James & Associates
Florida
$43.7M -$1.33M -6,627 -3%
Truist Financial
11
Truist Financial
North Carolina
$37.3M +$520K +2,593 +1%
NFC
12
Northeast Financial Consultants
Connecticut
$34.5M -$1.87M -9,318 -5%
Fisher Asset Management
13
Fisher Asset Management
Washington
$32.6M -$17.2M -85,797 -36%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$30.4M -$3.39M -16,887 -11%
Ameriprise
15
Ameriprise
Minnesota
$29.9M -$6.36M -31,688 -18%
ODG
16
O'Dell Group
Ohio
$24.1M +$1.02M +5,064 +5%
NA
17
NewEdge Advisors
Louisiana
$24M +$357K +1,777 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$23.1M -$3.87M -19,280 -15%
Stifel Financial
19
Stifel Financial
Missouri
$22.9M -$6.44M -32,077 -23%
CFG
20
Citizens Financial Group
Rhode Island
$22.6M -$700K -3,491 -3%
NC
21
NewSquare Capital
Pennsylvania
$21.3M +$289K +1,443 +1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$20.7M -$3.08M -15,365 -14%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$20M -$571K -2,845 -3%
BEI
24
Benjamin Edwards Inc
Missouri
$19.8M +$18.5M +92,049 +6,656%
ASN
25
Advisory Services Network
Georgia
$18.8M

FDN Hedge Fund Activity: Q3 2024 in Review

507 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q3 2024, worth a combined $3.2B — down 0.55% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FDN positions and 32 closed out — a net gain of 11 holders — while 121 added to existing stakes and 197 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $178M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $30M.

  • 507 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q3 2024, up from 500 in Q2 2024.
  • Funds reported $3.2B of First Trust Dow Jones Internet Index Fund ETF stock for Q3 2024, down 0.55% quarter-over-quarter.
  • 43 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q3 2024 and 32 closed out, a net change of +11 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $178M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2024.