Cranbrook Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cranbrook Wealth Management’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
2021 Q2	–	Sell	-380	Closed	-$83K	–	363
2021 Q1	$83K	Hold	380	–	–	0.02%	140
2020 Q4	$81K	Hold	380	–	–	0.02%	136
2020 Q3	$72K	Hold	380	–	–	0.02%	127
2020 Q2	$65K	Buy	+380	New	+$58K	0.02%	126

Other funds holding FDN

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cranbrook Wealth Management's FDN Position: Q2 2021 in Review

Cranbrook Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2021, closing a stake of 380 shares — an estimated $83K sold.

Cranbrook Wealth Management first reported a position in FDN in Q2 2020 and held it in 4 quarters. The position peaked at $83K in Q1 2021. 488 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

Cranbrook Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2021 after selling out during the quarter.
Cranbrook Wealth Management sold 380 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2021, an estimated $83K.
Cranbrook Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and held it in 4 quarters.
Cranbrook Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $83K in Q1 2021.
488 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2021.

Based on Cranbrook Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.