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Appleton Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Appleton Group’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
2021
Q3 		– Sell
-1,218
Closed -$298K – 46
2021
Q2 		$298K Buy
+1,218
New +$278K 0.23% 41
2021
Q1 		– Sell
-1,272
Closed -$270K – 48
2020
Q4 		$270K Buy
+1,272
New +$257K 0.26% 26
2020
Q3 		– Sell
-1,710
Closed -$292K – 31
2020
Q2 		$292K Buy
+1,710
New +$261K 0.35% 27
2020
Q1 		– Sell
-1,957
Closed -$272K – 18
2019
Q4 		$272K Buy
+1,957
New +$264K 0.35% 28
2019
Q3 		– Sell
-3,002
Closed -$432K – 30
2019
Q2 		$432K Sell
3,002
-250
-8% -$35.7K 0.48% 22
2019
Q1 		$452K Buy
+3,252
New +$433K 0.44% 27
2018
Q4 		– Sell
-6,825
Closed -$966K – 5
2018
Q3 		$966K Buy
6,825
+62
+0.9% +$8.79K 1.02% 13
2018
Q2 		$931K Buy
6,763
+6
+0.1% +$786 1.22% 11
2018
Q1 		$814K Buy
+6,757
New +$818K 0.94% 16
2017
Q4 		– Sell
-6,720
Closed -$688K – 37
2017
Q3 		$688K Buy
6,720
+308
+5% +$30.5K 0.74% 19
2017
Q2 		$607K Buy
6,412
+1,094
+21% +$102K 0.69% 19
2017
Q1 		$468K Buy
5,318
+2,188
+70% +$188K 0.54% 19
2016
Q4 		$250K Buy
3,130
+371
+13% +$29.9K 0.33% 24
2016
Q3 		$225K Buy
+2,759
New +$215K 0.27% 28
2014
Q4 		– Sell
-3,340
Closed -$203K – 22
2014
Q3 		$203K Buy
+3,340
New +$202K 0.26% 25
2014
Q2 		– Sell
-5,517
Closed -$326K – 29
2014
Q1 		$326K Buy
5,517
+1,186
+27% +$73K 0.4% 17
2013
Q4 		$259K Buy
+4,331
New +$241K 0.34% 11

Other funds holding FDN

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
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

Appleton Group's FDN Position: Q3 2021 in Review

Appleton Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2021, closing a stake of 1,218 shares — an estimated $298K sold.

Appleton Group first reported a position in FDN in Q4 2013 and held it in 17 quarters. The position peaked at $966K in Q3 2018. 494 funds tracked by Wall St. Rank hold FDN as of Q3 2021.

  • Appleton Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2021 after selling out during the quarter.
  • Appleton Group sold 1,218 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2021, an estimated $298K.
  • Appleton Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2013 and held it in 17 quarters.
  • Appleton Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $966K in Q3 2018.
  • 494 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2021.

Based on Appleton Group's 13F filing for Q3 2021, filed 15 Nov 2021.