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

Affinity Wealth Management’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
2020 Q1	–	Sell	-100,238	Closed	-$13.9M	–	71
2019 Q4	$13.9M	Buy	100,238 +1,516	+2%	+$205K	5.16%	7
2019 Q3	$13.3M	Buy	98,722 +2,401	+2%	+$339K	5.34%	7
2019 Q2	$13.9M	Buy	+96,321	New	+$13.7M	5.43%	6

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Affinity Wealth Management's FDN Position: Q1 2020 in Review

Affinity Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2020, closing a stake of 100,238 shares — an estimated $13.9M sold.

Affinity Wealth Management first reported a position in FDN in Q2 2019 and held it in 3 quarters. The position peaked at $13.9M in Q4 2019. 359 funds tracked by Wall St. Rank hold FDN as of Q1 2020.

Affinity Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2020 after selling out during the quarter.
Affinity Wealth Management sold 100,238 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2020, an estimated $13.9M.
Affinity Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2019 and held it in 3 quarters.
Affinity Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $13.9M in Q4 2019.
359 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.