B. Riley Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

B. Riley 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
2022 Q2	$921	Buy	7,251 +563	+8%	+$84.1K	﹤0.01%	305
2022 Q1	$1.26M	Sell	6,688 -2,175	-25%	-$414K	0.1%	188
2021 Q4	$2M	Buy	8,863 +1,172	+15%	+$277K	0.14%	147
2021 Q3	$1.81M	Buy	7,691 +168	+2%	+$41.1K	0.14%	150
2021 Q2	$1.84M	Buy	7,523 +972	+15%	+$222K	0.2%	110
2021 Q1	$1.43M	Sell	6,551 -1,218	-16%	-$271K	0.17%	123
2020 Q4	$1.65M	Buy	7,769 +640	+9%	+$129K	0.21%	104
2020 Q3	$1.34M	Buy	+7,129	New	+$1.32M	0.16%	121
2020 Q2	–	Sell	-8,111	Closed	-$1M	–	463
2020 Q1	$1M	Buy	8,111 +3,718	+85%	+$516K	0.11%	174
2019 Q4	$611K	Sell	4,393 -98	-2%	-$13.2K	0.09%	195
2019 Q3	$605K	Sell	4,491 -1,361	-23%	-$192K	0.11%	182
2019 Q2	$842	Sell	5,852 -3,018	-34%	-$431K	0.13%	151
2019 Q1	$1.23M	Buy	8,870 +1,653	+23%	+$220K	0.21%	108
2018 Q4	$842K	Buy	7,217 +1,739	+32%	+$216K	0.18%	130
2018 Q3	$775K	Buy	+5,478	New	+$777K	0.19%	112
2016 Q1	$858K	Sell	12,566 -15,916	-56%	-$1.05M	1.28%	18
2015 Q4	$2.13M	Buy	28,482 +6,082	+27%	+$451K	2.71%	4
2015 Q3	$1.48M	Buy	22,400 +14,220	+174%	+$988K	2.1%	8
2015 Q2	$549K	Sell	8,180 -1,020	-11%	-$68.4K	0.44%	42
2015 Q1	$597K	Buy	9,200 +6,816	+286%	+$430K	0.45%	49
2014 Q4	$146K	Buy	2,384 +1,373	+136%	+$82.7K	0.12%	206
2014 Q3	$61K	Sell	1,011 -10,466	-91%	-$634K	0.05%	372
2014 Q2	$683K	Buy	11,477 +5	+0%	+$283	0.44%	45
2014 Q1	$677K	Buy	+11,472	New	+$706K	0.5%	33

Other funds holding FDN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

RJA

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

B. Riley Wealth Management's FDN Position: Q2 2022 in Review

B. Riley Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 8.4% in Q2 2022, buying an estimated $84.1K and bringing the position to 7,251 shares worth $921. The position accounts for ﹤0.01% of the portfolio, ranked #305.

B. Riley Wealth Management first reported a position in FDN in Q1 2014 and has held it in 24 quarters since. The position peaked at $2.13M in Q4 2015. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

B. Riley Wealth Management held 7,251 shares of First Trust Dow Jones Internet Index Fund ETF worth $921 as of Q2 2022.
B. Riley Wealth Management bought 563 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $84.1K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #305 holding.
B. Riley Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2014 and has held it in 24 quarters since.
B. Riley Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.13M in Q4 2015.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.