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

Beam 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
2020
Q1 		– Sell
-1,910
Closed -$266K – 152
2019
Q4 		$266K Buy
+1,910
New +$258K 0.25% 117

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beam Wealth Advisors's FDN Position: Q1 2020 in Review

Beam Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2020, closing a stake of 1,910 shares — an estimated $266K sold.

Beam Wealth Advisors first reported a position in FDN in Q4 2019 and held it in 1 quarter. The position peaked at $266K in Q4 2019. 359 funds tracked by Wall St. Rank hold FDN as of Q1 2020.

  • Beam Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 1,910 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2020, an estimated $266K.
  • Beam Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $266K in Q4 2019.
  • 359 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.