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

CapWealth 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
2016
Q2 		– Sell
-92
Closed -$6K – 293
2016
Q1 		$6K Buy
+92
New +$6.04K ﹤0.01% 268

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

CapWealth Advisors's FDN Position: Q2 2016 in Review

CapWealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2016, closing a stake of 92 shares — an estimated $6K sold.

CapWealth Advisors first reported a position in FDN in Q1 2016 and held it in 1 quarter. The position peaked at $6K in Q1 2016. 169 funds tracked by Wall St. Rank hold FDN as of Q2 2016.

  • CapWealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2016 after selling out during the quarter.
  • CapWealth Advisors sold 92 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2016, an estimated $6K.
  • CapWealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2016 and held it in 1 quarter.
  • CapWealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $6K in Q1 2016.
  • 169 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.