Berman Capital Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Berman Capital 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 Q4	–	Sell	-13	Closed	-$2K	–	1715
2020 Q3	$2K	Sell	13 -274	-95%	-$50.6K	﹤0.01%	1283
2020 Q2	$48K	Sell	287 -54	-16%	-$8.24K	0.01%	331
2020 Q1	$41K	Sell	341 -9	-3%	-$1.25K	0.01%	324
2019 Q4	$47K	Buy	350 +287	+456%	+$38.7K	0.01%	332
2019 Q3	$8K	Sell	63 -14	-18%	-$1.98K	﹤0.01%	783
2019 Q2	$11K	Sell	77 -46	-37%	-$6.57K	﹤0.01%	688
2019 Q1	$17K	Sell	123 -6	-5%	-$799	0.01%	493
2018 Q4	$15K	Buy	+129	New	+$16K	0.01%	435

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

RJA

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

Berman Capital Advisors's FDN Position: Q4 2020 in Review

Berman Capital Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2020, closing a stake of 13 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in FDN in Q4 2018 and held it in 8 quarters. The position peaked at $48K in Q2 2020. 500 funds tracked by Wall St. Rank hold FDN as of Q4 2020.

Berman Capital Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2020 after selling out during the quarter.
Berman Capital Advisors sold 13 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2020, an estimated $2K.
Berman Capital Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 8 quarters.
Berman Capital Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $48K in Q2 2020.
500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.