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

Epic Trust Investment 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
2022 Q3	–	Sell	-1,711	Closed	-$217K	–	106
2022 Q2	$217K	Sell	1,711 -238	-12%	-$35.6K	0.41%	59
2022 Q1	$366K	Sell	1,949 -299	-13%	-$57K	0.57%	38
2021 Q4	$508K	Buy	+2,248	New	+$532K	0.74%	32

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

Epic Trust Investment Advisors's FDN Position: Q3 2022 in Review

Epic Trust Investment Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022, closing a stake of 1,711 shares — an estimated $217K sold.

Epic Trust Investment Advisors first reported a position in FDN in Q4 2021 and held it in 3 quarters. The position peaked at $508K in Q4 2021. 406 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

Epic Trust Investment Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2022 after selling out during the quarter.
Epic Trust Investment Advisors sold 1,711 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $217K.
Epic Trust Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 3 quarters.
Epic Trust Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $508K in Q4 2021.
406 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.