Beacon Pointe Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$1.55M	Buy	11,133 +66	+0.6%	+$8.91K	0.29%	75
2019 Q3	$1.49M	Sell	11,067 -615	-5%	-$86.9K	0.31%	73
2019 Q2	$1.68M	Buy	11,682 +150	+1%	+$21.4K	0.36%	62
2019 Q1	$1.6M	Sell	11,532 -200	-2%	-$26.6K	0.37%	55
2018 Q4	$1.37M	Buy	+11,732	New	+$1.46M	0.49%	47

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Beacon Pointe Wealth Advisors's FDN Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.6% in Q4 2019, buying an estimated $8.91K and bringing the position to 11,133 shares worth $1.55M. The position accounts for 0.29% of the portfolio, ranked #75.

Beacon Pointe Wealth Advisors first reported a position in FDN in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.68M in Q2 2019. 370 funds tracked by Wall St. Rank hold FDN as of Q4 2019.

Beacon Pointe Wealth Advisors held 11,133 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.55M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 66 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2019, an estimated $8.91K.
First Trust Dow Jones Internet Index Fund ETF made up 0.29% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #75 holding.
Beacon Pointe Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.68M in Q2 2019.
370 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.