Everett Harris & Co’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Everett Harris & Co’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 Q4	–	Sell	-2,128	Closed	-$269K	–	258
2022 Q3	$269K	Hold	2,128	–	–	0.01%	216
2022 Q2	$270K	Hold	2,128	–	–	﹤0.01%	222
2022 Q1	$400K	Hold	2,128	–	–	0.01%	201
2021 Q4	$481K	Hold	2,128	–	–	0.01%	188
2021 Q3	$502K	Hold	2,128	–	–	0.01%	181
2021 Q2	$521K	Hold	2,128	–	–	0.01%	179
2021 Q1	$464K	Hold	2,128	–	–	0.01%	185
2020 Q4	$452K	Hold	2,128	–	–	0.01%	181
2020 Q3	$401K	Hold	2,128	–	–	0.01%	180
2020 Q2	$363K	Hold	2,128	–	–	0.01%	176
2020 Q1	$263K	Buy	+2,128	New	+$295K	0.01%	186

Other funds holding FDN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

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

Everett Harris & Co's FDN Position: Q4 2022 in Review

Everett Harris & Co sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 2,128 shares — an estimated $269K sold.

Everett Harris & Co first reported a position in FDN in Q1 2020 and held it in 11 quarters. The position peaked at $521K in Q2 2021. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Everett Harris & Co reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
Everett Harris & Co sold 2,128 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $269K.
Everett Harris & Co first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2020 and held it in 11 quarters.
Everett Harris & Co's First Trust Dow Jones Internet Index Fund ETF position peaked at $521K in Q2 2021.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Everett Harris & Co's 13F filing for Q4 2022, filed 20 Jan 2023.