Crumly & Associates’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Crumly & Associates’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	-12,622	Closed	-$2.37M	–	114
2022 Q1	$2.37M	Sell	12,622 -1,317	-9%	-$251K	0.89%	27
2021 Q4	$2.58M	Sell	13,939 -20,172	-59%	-$4.78M	1.02%	26
2021 Q3	$8.05M	Sell	34,111 -82	-0.2%	-$20.1K	3.74%	5
2021 Q2	$8.37M	Buy	34,193 +736	+2%	+$168K	4.06%	5
2021 Q1	$7.3M	Buy	33,457 +719	+2%	+$160K	4.26%	4
2020 Q4	$7.31M	Sell	32,738 -484	-1%	-$97.9K	5.13%	4
2020 Q3	$6.26M	Sell	33,222 -21,499	-39%	-$3.97M	5.35%	4
2020 Q2	$9.33M	Buy	54,721 +1,773	+3%	+$271K	8.74%	4
2020 Q1	$6.55M	Buy	52,948 +35,874	+210%	+$4.97M	8.04%	3
2019 Q4	$2.38M	Buy	+17,074	New	+$2.3M	2.46%	12

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

Crumly & Associates's FDN Position: Q2 2022 in Review

Crumly & Associates sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 12,622 shares — an estimated $2.37M sold.

Crumly & Associates first reported a position in FDN in Q4 2019 and held it in 10 quarters. The position peaked at $9.33M in Q2 2020. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Crumly & Associates reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Crumly & Associates sold 12,622 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $2.37M.
Crumly & Associates first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 10 quarters.
Crumly & Associates's First Trust Dow Jones Internet Index Fund ETF position peaked at $9.33M in Q2 2020.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Crumly & Associates's 13F filing for Q2 2022, filed 1 Aug 2022.