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

Continental 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
Q1 		– Sell
-8,000
Closed -$933K – 93
2018
Q4 		$933K Buy
+8,000
New +$995K 0.28% 80

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Continental Advisors's FDN Position: Q4 2019 in Review

Continental Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2019, closing a stake of 21,300 shares — an estimated $2.87M sold.

Continental Advisors first reported a position in FDN in Q3 2019 and held it in 1 quarter. The position peaked at $2.87M in Q3 2019. 370 funds tracked by Wall St. Rank hold FDN as of Q4 2019.

  • Continental Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2019 after selling out during the quarter.
  • Continental Advisors sold 21,300 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2019, an estimated $2.87M.
  • Continental Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2019 and held it in 1 quarter.
  • Continental Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.87M in Q3 2019.
  • 370 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2019.

Based on Continental Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.