Avantax Planning Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-137	Closed	-$19K	–	582
2018 Q3	$19K	Buy	+137	New	+$19.4K	﹤0.01%	715
2018 Q2	–	Sell	-190	Closed	-$23K	–	632
2018 Q1	$23K	Buy	+190	New	+$23K	﹤0.01%	725

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Avantax Planning Partners's FDN Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2018, closing a stake of 137 shares — an estimated $19K sold.

Avantax Planning Partners first reported a position in FDN in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 329 funds tracked by Wall St. Rank hold FDN as of Q4 2018.

Avantax Planning Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 137 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2018, an estimated $19K.
Avantax Planning Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $23K in Q1 2018.
329 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.