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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return