Clearview Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Clearview 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
2022 Q2	–	Sell	-124	Closed	-$23K	–	607
2022 Q1	$23K	Hold	124	–	–	0.02%	281
2021 Q4	$28K	Hold	124	–	–	0.02%	287
2021 Q3	$29K	Hold	124	–	–	0.02%	289
2021 Q2	$30K	Sell	124 -24	-16%	-$5.49K	0.02%	292
2021 Q1	$32K	Hold	148	–	–	0.02%	276
2020 Q4	$31K	Buy	+148	New	+$29.9K	0.02%	249

Other funds holding FDN

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

Clearview Wealth Advisors's FDN Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 124 shares — an estimated $23K sold.

Clearview Wealth Advisors first reported a position in FDN in Q4 2020 and held it in 6 quarters. The position peaked at $32K in Q1 2021. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Clearview Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 124 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $23K.
Clearview Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $32K in Q1 2021.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.