Bank Julius Baer & Co’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Bank Julius Baer & Co’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	–	Sell	-51,547	Closed	-$9.69M	–	608
2022 Q1	$9.69M	Buy	51,547 +1,070	+2%	+$204K	0.06%	134
2021 Q4	$11.4M	Sell	50,477 -23,368	-32%	-$5.53M	0.06%	147
2021 Q3	$17.4M	Buy	73,845 +11,185	+18%	+$2.74M	0.11%	125
2021 Q2	$15.3M	Buy	62,660 +1,468	+2%	+$336K	0.1%	145
2021 Q1	$13.3M	Buy	61,192 +34,315	+128%	+$7.63M	0.1%	138
2020 Q4	$5.7M	Sell	26,877 -2,628	-9%	-$532K	0.05%	177
2020 Q3	$5.56M	Buy	29,505 +11,950	+68%	+$2.21M	0.05%	151
2020 Q2	$1.73M	Buy	17,555 +3,935	+29%	+$600K	0.02%	214
2020 Q1	$1.7M	Buy	+13,620	New	+$1.89M	0.04%	169

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

Bank Julius Baer & Co's FDN Position: Q2 2022 in Review

Bank Julius Baer & Co sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 51,547 shares — an estimated $9.69M sold.

Bank Julius Baer & Co first reported a position in FDN in Q1 2020 and held it in 9 quarters. The position peaked at $17.4M in Q3 2021. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Bank Julius Baer & Co reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 51,547 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $9.69M.
Bank Julius Baer & Co first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2020 and held it in 9 quarters.
Bank Julius Baer & Co's First Trust Dow Jones Internet Index Fund ETF position peaked at $17.4M in Q3 2021.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Bank Julius Baer & Co's 13F filing for Q2 2022, filed 22 Jul 2022.