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

Cascade Investment 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
2022 Q3	–	Sell	-100	Closed	-$12.7K	–	138
2022 Q2	$12.7K	Hold	100	–	–	0.01%	211
2022 Q1	$18.8K	Hold	100	–	–	0.01%	215
2021 Q4	$22.6K	Hold	100	–	–	0.01%	207
2021 Q3	$23.6K	Hold	100	–	–	0.02%	198
2021 Q2	$24.5K	Hold	100	–	–	0.02%	198
2021 Q1	$21.8K	Buy	+100	New	+$22.2K	0.01%	201

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Cascade Investment Advisors's FDN Position: Q3 2022 in Review

Cascade Investment Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022, closing a stake of 100 shares — an estimated $12.7K sold.

Cascade Investment Advisors first reported a position in FDN in Q1 2021 and held it in 6 quarters. The position peaked at $24.5K in Q2 2021. 406 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

Cascade Investment Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2022 after selling out during the quarter.
Cascade Investment Advisors sold 100 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $12.7K.
Cascade Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2021 and held it in 6 quarters.
Cascade Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $24.5K in Q2 2021.
406 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on Cascade Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.