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

Evercore 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	-1,364	Closed	-$256K	–	407
2022 Q1	$256K	Hold	1,364	–	–	﹤0.01%	379
2021 Q4	$308K	Hold	1,364	–	–	0.01%	354
2021 Q3	$322K	Hold	1,364	–	–	0.01%	350
2021 Q2	$334K	Hold	1,364	–	–	0.01%	348
2021 Q1	$297K	Sell	1,364 -761	-36%	-$169K	0.01%	364
2020 Q4	$451K	Buy	+2,125	New	+$430K	0.01%	304
2016 Q1	–	Sell	-200	Closed	-$15K	–	961
2015 Q4	$15K	Buy	+200	New	+$14.8K	﹤0.01%	808

Other funds holding FDN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

Evercore Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,364 shares — an estimated $256K sold.

Evercore Wealth Management first reported a position in FDN in Q4 2015 and held it in 7 quarters. The position peaked at $451K in Q4 2020. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Evercore Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Evercore Wealth Management sold 1,364 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $256K.
Evercore Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and held it in 7 quarters.
Evercore Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $451K in Q4 2020.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Evercore Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.