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Advocacy Wealth Management Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Advocacy Wealth Management Services’s Portfolio FDN Stock Details FDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1
Closed – – 313
2016
Q4 		$0 Buy
+1
New +$81 ﹤0.01% 331
2013
Q3 		$3K Hold
50
– – 0.01% 264
2013
Q2 		$2K Buy
+50
New +$2.22K 0.01% 229

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advocacy Wealth Management Services's FDN Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2017, closing a stake of 1 share.

Advocacy Wealth Management Services first reported a position in FDN in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q3 2013. 208 funds tracked by Wall St. Rank hold FDN as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1 First Trust Dow Jones Internet Index Fund ETF share in Q1 2017.
  • Advocacy Wealth Management Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $3K in Q3 2013.
  • 208 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.