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Community Financial System’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Community Financial System’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
2014
Q3 		– Sell
-146
Closed -$9K – 385
2014
Q2 		$9K Hold
146
– – ﹤0.01% 324
2014
Q1 		$9K Hold
146
– – ﹤0.01% 342
2013
Q4 		$9K Buy
+146
New +$8.13K ﹤0.01% 331

Other funds holding FDN

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
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Community Financial System's FDN Position: Q3 2014 in Review

Community Financial System sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2014, closing a stake of 146 shares — an estimated $9K sold.

Community Financial System first reported a position in FDN in Q4 2013 and held it in 3 quarters. The position peaked at $9K in Q2 2014. 118 funds tracked by Wall St. Rank hold FDN as of Q3 2014.

  • Community Financial System reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2014 after selling out during the quarter.
  • Community Financial System sold 146 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2014, an estimated $9K.
  • Community Financial System first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2013 and held it in 3 quarters.
  • Community Financial System's First Trust Dow Jones Internet Index Fund ETF position peaked at $9K in Q2 2014.
  • 118 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.