Clear Perspective Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Clear Perspective 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
2019 Q3	–	Sell	-360	Closed	-$52K	–	164
2019 Q2	$52K	Buy	+360	New	+$51.4K	0.03%	187
2018 Q3	–	Sell	-660	Closed	-$91K	–	240
2018 Q2	$91K	Sell	660 -200	-23%	-$26.2K	0.06%	197
2018 Q1	$104K	Buy	860 +35	+4%	+$4.24K	0.08%	189
2017 Q4	$91K	Hold	825	–	–	0.07%	194
2017 Q3	$84K	Hold	825	–	–	0.07%	196
2017 Q2	$78K	Buy	825 +325	+65%	+$30.2K	0.07%	189
2017 Q1	$44K	Hold	500	–	–	0.03%	219
2016 Q4	$40K	Buy	+500	New	+$40.3K	0.03%	219

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

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

Clear Perspective Advisors's FDN Position: Q3 2019 in Review

Clear Perspective Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2019, closing a stake of 360 shares — an estimated $52K sold.

Clear Perspective Advisors first reported a position in FDN in Q4 2016 and held it in 8 quarters. The position peaked at $104K in Q1 2018. 339 funds tracked by Wall St. Rank hold FDN as of Q3 2019.

Clear Perspective Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 360 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2019, an estimated $52K.
Clear Perspective Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $104K in Q1 2018.
339 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.