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

Atlas Private 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
2021 Q1	–	Sell	-24	Closed	-$5K	–	413
2020 Q4	$5K	Sell	24 -396	-94%	-$80.1K	﹤0.01%	337
2020 Q3	$79K	Hold	420	–	–	0.06%	155
2020 Q2	$72K	Buy	420 +45	+12%	+$6.87K	0.06%	172
2020 Q1	$46K	Hold	375	–	–	0.04%	187
2019 Q4	$52K	Buy	+375	New	+$50.6K	0.04%	203

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

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

JMPWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlas Private Wealth Management's FDN Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2021, closing a stake of 24 shares — an estimated $5K sold.

Atlas Private Wealth Management first reported a position in FDN in Q4 2019 and held it in 5 quarters. The position peaked at $79K in Q3 2020. 485 funds tracked by Wall St. Rank hold FDN as of Q1 2021.

Atlas Private Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 24 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2021, an estimated $5K.
Atlas Private Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $79K in Q3 2020.
485 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.