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

Destination 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
2022
Q2 		– Sell
-1,289
Closed -$242K – 198
2022
Q1 		$242K Buy
+1,289
New +$246K 0.01% 186

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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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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

Destination Wealth Management's FDN Position: Q2 2022 in Review

Destination Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,289 shares — an estimated $242K sold.

Destination Wealth Management first reported a position in FDN in Q1 2022 and held it in 1 quarter. The position peaked at $242K in Q1 2022. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

  • Destination Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
  • Destination Wealth Management sold 1,289 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $242K.
  • Destination Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2022 and held it in 1 quarter.
  • Destination Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $242K in Q1 2022.
  • 424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Destination Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.