Catamount Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Catamount Wealth Management’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 Q1	–	Sell	-110	Closed	-$15K	–	200
2018 Q4	$15K	Buy	110 +68	+162%	+$8.46K	0.01%	117
2018 Q3	$6K	Hold	42	–	–	﹤0.01%	160
2018 Q2	$6K	Hold	42	–	–	﹤0.01%	155
2018 Q1	$5K	Hold	42	–	–	﹤0.01%	154
2017 Q4	$5K	Hold	42	–	–	﹤0.01%	156
2017 Q3	$4K	Hold	42	–	–	﹤0.01%	155
2017 Q2	$4K	Hold	42	–	–	﹤0.01%	144
2017 Q1	$4K	Hold	42	–	–	﹤0.01%	151
2016 Q4	$3K	Hold	42	–	–	﹤0.01%	148
2016 Q3	$3K	Hold	42	–	–	﹤0.01%	140
2016 Q2	$3K	Hold	42	–	–	﹤0.01%	123
2016 Q1	$3K	Hold	42	–	–	﹤0.01%	119
2015 Q4	$3K	Sell	42 -30	-42%	-$2.22K	﹤0.01%	112
2015 Q3	$5K	Sell	72 -22	-23%	-$1.53K	0.01%	108
2015 Q2	$6K	Hold	94	–	–	﹤0.01%	133
2015 Q1	$6K	Sell	94 -109	-54%	-$6.88K	﹤0.01%	115
2014 Q4	$12K	Buy	+203	New	+$12.2K	0.01%	85

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Catamount Wealth Management's FDN Position: Q1 2019 in Review

Catamount Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2019, closing a stake of 110 shares — an estimated $15K sold.

Catamount Wealth Management first reported a position in FDN in Q4 2014 and held it in 17 quarters. The position peaked at $15K in Q4 2018. 350 funds tracked by Wall St. Rank hold FDN as of Q1 2019.

Catamount Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2019 after selling out during the quarter.
Catamount Wealth Management sold 110 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2019, an estimated $15K.
Catamount Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2014 and held it in 17 quarters.
Catamount Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $15K in Q4 2018.
350 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.