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CLA (CliftonLarsonAllen) Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-3,177
Closed -$749K – 210
2021
Q3 		$749K Sell
3,177
-600
-16% -$147K 0.03% 170
2021
Q2 		$925K Buy
+3,777
New +$864K 0.04% 158

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

CLA (CliftonLarsonAllen) Wealth Advisors's FDN Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2021, closing a stake of 3,177 shares — an estimated $749K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in FDN in Q2 2021 and held it in 2 quarters. The position peaked at $925K in Q2 2021. 535 funds tracked by Wall St. Rank hold FDN as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,177 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2021, an estimated $749K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $925K in Q2 2021.
  • 535 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.