Beaumont Capital Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Beaumont Capital 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 Q3	–	Sell	-3,186	Closed	-$404K	–	37
2022 Q2	$404K	Buy	+3,186	New	+$476K	0.33%	25
2022 Q1	–	Sell	-10,247	Closed	-$2.32M	–	42
2021 Q4	$2.32M	Sell	10,247 -728	-7%	-$172K	1.34%	30
2021 Q3	$2.59M	Buy	10,975 +1,845	+20%	+$451K	2.22%	15
2021 Q2	$2.23M	Sell	9,130 -786	-8%	-$180K	2.2%	16
2021 Q1	$2.16M	Sell	9,916 -2,985	-23%	-$664K	2.15%	18
2020 Q4	$2.74M	Buy	+12,901	New	+$2.61M	2.74%	16

Other funds holding FDN

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Beaumont Capital Management's FDN Position: Q3 2022 in Review

Beaumont Capital Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022, closing a stake of 3,186 shares — an estimated $404K sold.

Beaumont Capital Management first reported a position in FDN in Q4 2020 and held it in 6 quarters. The position peaked at $2.74M in Q4 2020. 406 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

Beaumont Capital Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2022 after selling out during the quarter.
Beaumont Capital Management sold 3,186 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $404K.
Beaumont Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 6 quarters.
Beaumont Capital Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.74M in Q4 2020.
406 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on Beaumont Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.