Bingham Osborn & Scarborough’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Bingham Osborn & Scarborough’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	-1,359	Closed	-$256K	–	147
2020 Q3	$256K	Buy	+1,359	New	+$251K	0.02%	138

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

Bingham Osborn & Scarborough's FDN Position: Q4 2020 in Review

Bingham Osborn & Scarborough sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2020, closing a stake of 1,359 shares — an estimated $256K sold.

Bingham Osborn & Scarborough first reported a position in FDN in Q3 2020 and held it in 1 quarter. The position peaked at $256K in Q3 2020. 500 funds tracked by Wall St. Rank hold FDN as of Q4 2020.

Bingham Osborn & Scarborough reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2020 after selling out during the quarter.
Bingham Osborn & Scarborough sold 1,359 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2020, an estimated $256K.
Bingham Osborn & Scarborough first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 1 quarter.
Bingham Osborn & Scarborough's First Trust Dow Jones Internet Index Fund ETF position peaked at $256K in Q3 2020.
500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2020, filed 11 Feb 2021.