Cascadia Advisory Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$369K	Buy	+2,654	New	+$358K	0.1%	158

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cascadia Advisory Services's FDN Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2019: 2,654 shares worth $369K. The stake represents 0.1% of the portfolio and ranks #158 among its holdings.

370 funds tracked by Wall St. Rank hold FDN as of Q4 2019.

Cascadia Advisory Services held 2,654 shares of First Trust Dow Jones Internet Index Fund ETF worth $369K as of Q4 2019.
First Trust Dow Jones Internet Index Fund ETF was a new Cascadia Advisory Services position in Q4 2019.
First Trust Dow Jones Internet Index Fund ETF made up 0.1% of Cascadia Advisory Services's portfolio in Q4 2019, its #158 holding.
370 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.