BerganKDV Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

BerganKDV Wealth 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
2020 Q2	–	Sell	-53	Closed	-$7K	–	997
2020 Q1	$7K	Hold	53	–	–	﹤0.01%	530
2019 Q4	$7K	Hold	53	–	–	﹤0.01%	560
2019 Q3	$7K	Hold	53	–	–	﹤0.01%	527
2019 Q2	$8K	Hold	53	–	–	﹤0.01%	537
2019 Q1	$7K	Hold	53	–	–	﹤0.01%	565
2018 Q4	$6K	Buy	+53	New	+$6.59K	﹤0.01%	531

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

BerganKDV Wealth Management's FDN Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2020, closing a stake of 53 shares — an estimated $7K sold.

BerganKDV Wealth Management first reported a position in FDN in Q4 2018 and held it in 6 quarters. The position peaked at $8K in Q2 2019. 412 funds tracked by Wall St. Rank hold FDN as of Q2 2020.

BerganKDV Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 53 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2020, an estimated $7K.
BerganKDV Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $8K in Q2 2019.
412 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.