Cypress Wealth Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cypress Wealth Services’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	-1,878	Closed	-$410K	–	270
2021 Q1	$410K	Hold	1,878	–	–	0.09%	177
2020 Q4	$399K	Buy	+1,878	New	+$380K	0.09%	174
2020 Q3	–	Sell	-1,878	Closed	-$347K	–	324
2020 Q2	$320K	Buy	+1,878	New	+$287K	0.08%	195

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

Cypress Wealth Services's FDN Position: Q2 2021 in Review

Cypress Wealth Services sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2021, closing a stake of 1,878 shares — an estimated $410K sold.

Cypress Wealth Services first reported a position in FDN in Q2 2020 and held it in 3 quarters. The position peaked at $410K in Q1 2021. 488 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

Cypress Wealth Services reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 1,878 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2021, an estimated $410K.
Cypress Wealth Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and held it in 3 quarters.
Cypress Wealth Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $410K 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 Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.