Cavalier Investments’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cavalier Investments’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
2018 Q4	–	Sell	-28,617	Closed	-$4.05M	–	167
2018 Q3	$4.05M	Buy	28,617 +390	+1%	+$55.3K	1.18%	21
2018 Q2	$3.89M	Buy	+28,227	New	+$3.7M	1.31%	9
2017 Q4	–	Sell	-26,624	Closed	-$2.73M	–	143
2017 Q3	$2.73M	Buy	26,624 +12,199	+85%	+$1.21M	1.31%	19
2017 Q2	$1.27M	Hold	14,425	–	–	0.71%	31
2017 Q1	$1.27M	Buy	+14,425	New	+$1.24M	0.71%	30
2016 Q1	–	Sell	-44,754	Closed	-$3.34M	–	110
2015 Q4	$3.34M	Buy	+44,754	New	+$3.32M	1.99%	8

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cavalier Investments's FDN Position: Q4 2018 in Review

Cavalier Investments sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2018, closing a stake of 28,617 shares — an estimated $4.05M sold.

Cavalier Investments first reported a position in FDN in Q4 2015 and held it in 6 quarters. The position peaked at $4.05M in Q3 2018. 330 funds tracked by Wall St. Rank hold FDN as of Q4 2018.

Cavalier Investments reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2018 after selling out during the quarter.
Cavalier Investments sold 28,617 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2018, an estimated $4.05M.
Cavalier Investments first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and held it in 6 quarters.
Cavalier Investments's First Trust Dow Jones Internet Index Fund ETF position peaked at $4.05M in Q3 2018.
330 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.