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

Cumberland 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
2016 Q3	–	Sell	-89,340	Closed	-$6.44M	–	57
2016 Q2	$6.44M	Buy	+89,340	New	+$6.31M	3.97%	12
2014 Q3	–	Sell	-112,160	Closed	-$6.68M	–	68
2014 Q2	$6.68M	Buy	112,160 +1,270	+1%	+$71.9K	4.27%	8
2014 Q1	$6.55M	Buy	110,890 +625	+0.6%	+$38.5K	3.76%	12
2013 Q4	$6.6M	Buy	110,265 +52,945	+92%	+$2.95M	3.68%	9
2013 Q3	$3.08M	Buy	+57,320	New	+$2.88M	1.83%	18

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cumberland Advisors's FDN Position: Q3 2016 in Review

Cumberland Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2016, closing a stake of 89,340 shares — an estimated $6.44M sold.

Cumberland Advisors first reported a position in FDN in Q3 2013 and held it in 5 quarters. The position peaked at $6.68M in Q2 2014. 174 funds tracked by Wall St. Rank hold FDN as of Q3 2016.

Cumberland Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2016 after selling out during the quarter.
Cumberland Advisors sold 89,340 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2016, an estimated $6.44M.
Cumberland Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2013 and held it in 5 quarters.
Cumberland Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $6.68M in Q2 2014.
174 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2016.

Based on Cumberland Advisors's 13F filing for Q3 2016, filed 18 Oct 2016.