Buffington Mohr McNeal’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Buffington Mohr McNeal’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 Q1	–	Sell	-981	Closed	-$222K	–	125
2021 Q4	$222K	Sell	981 -54	-5%	-$12.8K	0.04%	128
2021 Q3	$244K	Hold	1,035	–	–	0.05%	116
2021 Q2	$253K	Hold	1,035	–	–	0.05%	118
2021 Q1	$226K	Sell	1,035 -21	-2%	-$4.67K	0.05%	120
2020 Q4	$224K	Buy	+1,056	New	+$214K	0.05%	117
2019 Q2	–	Sell	-1,047	Closed	-$145K	–	186
2019 Q1	$145K	Buy	+1,047	New	+$139K	0.05%	132
2016 Q1	–	Sell	-1,378	Closed	-$103K	–	174
2015 Q4	$103K	Buy	+1,378	New	+$102K	0.06%	135

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buffington Mohr McNeal's FDN Position: Q1 2022 in Review

Buffington Mohr McNeal sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 981 shares — an estimated $222K sold.

Buffington Mohr McNeal first reported a position in FDN in Q4 2015 and held it in 7 quarters. The position peaked at $253K in Q2 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Buffington Mohr McNeal reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Buffington Mohr McNeal sold 981 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $222K.
Buffington Mohr McNeal first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and held it in 7 quarters.
Buffington Mohr McNeal's First Trust Dow Jones Internet Index Fund ETF position peaked at $253K in Q2 2021.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Buffington Mohr McNeal's 13F filing for Q1 2022, filed 2 May 2022.