Clearwater Capital Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Clearwater Capital 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	-7,276	Closed	-$1.05M	–	180
2019 Q2	$1.05M	Buy	7,276 +390	+6%	+$55.7K	0.19%	108
2019 Q1	$956K	Buy	+6,886	New	+$917K	0.18%	115
2018 Q2	–	Sell	-987	Closed	-$119K	–	308
2018 Q1	$119K	Buy	+987	New	+$120K	0.02%	220

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

Clearwater Capital Advisors's FDN Position: Q3 2019 in Review

Clearwater Capital Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2019, closing a stake of 7,276 shares — an estimated $1.05M sold.

Clearwater Capital Advisors first reported a position in FDN in Q1 2018 and held it in 3 quarters. The position peaked at $1.05M in Q2 2019. 339 funds tracked by Wall St. Rank hold FDN as of Q3 2019.

Clearwater Capital Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 7,276 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2019, an estimated $1.05M.
Clearwater Capital Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and held it in 3 quarters.
Clearwater Capital Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.05M in Q2 2019.
339 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2019.

Based on Clearwater Capital Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.