Bellwether Investment Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Bellwether Investment Group’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
2017 Q4	$640K	Sell	5,830 -384	-6%	-$41.3K	2.57%	8
2017 Q3	$636K	Buy	6,214 +208	+3%	+$20.6K	2.99%	6
2017 Q2	$569K	Buy	6,006 +10	+0.2%	+$928	2.64%	8
2017 Q1	$528K	Sell	5,996 -65	-1%	-$5.6K	1.39%	9
2016 Q4	$484K	Buy	+6,061	New	+$489K	0.44%	60
2016 Q2	$472K	Buy	+6,541	New	+$462K	0.52%	51

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RJA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bellwether Investment Group's FDN Position: Q4 2017 in Review

Bellwether Investment Group reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 6.2% in Q4 2017, selling an estimated $41.3K and leaving 5,830 shares worth $640K. The position accounts for 2.57% of the portfolio, ranked #8.

Bellwether Investment Group first reported a position in FDN in Q2 2016 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold FDN as of Q4 2017.

Bellwether Investment Group held 5,830 shares of First Trust Dow Jones Internet Index Fund ETF worth $640K as of Q4 2017.
Bellwether Investment Group sold 384 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2017, an estimated $41.3K.
First Trust Dow Jones Internet Index Fund ETF made up 2.57% of Bellwether Investment Group's portfolio in Q4 2017, its #8 holding.
Bellwether Investment Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2016 and has held it in 6 quarters since.
265 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.