Alpha Cubed Investments’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Alpha Cubed Investments’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
2019 Q1	–	Sell	-3,461	Closed	-$404K	–	249
2018 Q4	$404K	Buy	3,461 +204	+6%	+$25.4K	0.06%	131
2018 Q3	$413K	Sell	3,257 -2,265	-41%	-$321K	0.05%	184
2018 Q2	$760K	Sell	5,522 -817	-13%	-$107K	0.1%	99
2018 Q1	$764K	Sell	6,339 -608	-9%	-$73.6K	0.1%	102
2017 Q4	$763K	Buy	6,947 +2,577	+59%	+$277K	0.1%	108
2017 Q3	$447K	Sell	4,370 -199	-4%	-$19.7K	0.07%	139
2017 Q2	$433K	Buy	4,569 +599	+15%	+$55.6K	0.07%	126
2017 Q1	$350K	Buy	+3,970	New	+$342K	0.07%	139

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Alpha Cubed Investments's FDN Position: Q1 2019 in Review

Alpha Cubed Investments sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2019, closing a stake of 3,461 shares — an estimated $404K sold.

Alpha Cubed Investments first reported a position in FDN in Q1 2017 and held it in 8 quarters. The position peaked at $764K in Q1 2018. 350 funds tracked by Wall St. Rank hold FDN as of Q1 2019.

Alpha Cubed Investments reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2019 after selling out during the quarter.
Alpha Cubed Investments sold 3,461 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2019, an estimated $404K.
Alpha Cubed Investments first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2017 and held it in 8 quarters.
Alpha Cubed Investments's First Trust Dow Jones Internet Index Fund ETF position peaked at $764K in Q1 2018.
350 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2019.

Based on Alpha Cubed Investments's 13F filing for Q1 2019, filed 26 Apr 2019.