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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
2020
Q4 		– Sell
-1,878
Closed -$354K – 345
2020
Q3 		$354K Buy
+1,878
New +$347K 0.09% 173

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

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.