Anchor Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Anchor Investment 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
2022 Q1	–	Sell	-251	Closed	-$56.8K	–	1009
2021 Q4	$56.8K	Buy	+251	New	+$59.4K	0.01%	548
2018 Q1	–	Sell	-290	Closed	-$31.9K	–	811
2017 Q4	$31.9K	Hold	290	–	–	0.01%	516
2017 Q3	$29.7K	Buy	+290	New	+$28.7K	0.01%	514

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Anchor Investment Management's FDN Position: Q1 2022 in Review

Anchor Investment Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 251 shares — an estimated $56.8K sold.

Anchor Investment Management first reported a position in FDN in Q3 2017 and held it in 3 quarters. The position peaked at $56.8K in Q4 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Anchor Investment Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Anchor Investment Management sold 251 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $56.8K.
Anchor Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2017 and held it in 3 quarters.
Anchor Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $56.8K in Q4 2021.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.