Financial Architects (New Jersey)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-255	Closed	-$43K	–	435
2020 Q2	$43K	Hold	255	–	–	0.01%	444
2020 Q1	$32K	Hold	255	–	–	0.01%	434
2019 Q4	$35K	Sell	255 -156	-38%	-$21.1K	0.01%	474
2019 Q3	$55K	Hold	411	–	–	0.01%	421
2019 Q2	$59K	Buy	+411	New	+$58.7K	0.01%	479
2018 Q4	–	Sell	-100	Closed	-$14K	–	1380
2018 Q3	$14K	Sell	100 -1,060	-91%	-$150K	﹤0.01%	1016
2018 Q2	$160K	Buy	+1,160	New	+$152K	0.03%	309
2018 Q1	–	Sell	-681	Closed	-$75K	–	1447
2017 Q4	$75K	Hold	681	–	–	0.01%	570
2017 Q3	$70K	Sell	681 -163	-19%	-$16.2K	0.01%	583
2017 Q2	$80K	Sell	844 -13	-2%	-$1.21K	0.01%	536
2017 Q1	$75K	Hold	857	–	–	0.01%	544
2016 Q4	$68K	Buy	857 +484	+130%	+$39K	0.02%	490
2016 Q3	$30K	Hold	373	–	–	0.01%	726
2016 Q2	$27K	Sell	373 -75	-17%	-$5.29K	0.01%	706
2016 Q1	$31K	Buy	+448	New	+$29.4K	0.01%	490
2015 Q3	–	Sell	-100	Closed	-$7K	–	455
2015 Q2	$7K	Buy	+100	New	+$6.71K	﹤0.01%	868

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Architects (New Jersey)'s FDN Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2020, closing a stake of 255 shares — an estimated $43K sold.

Financial Architects (New Jersey) first reported a position in FDN in Q2 2015 and held it in 16 quarters. The position peaked at $160K in Q2 2018. 428 funds tracked by Wall St. Rank hold FDN as of Q3 2020.

Financial Architects (New Jersey) reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 255 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2020, an estimated $43K.
Financial Architects (New Jersey) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2015 and held it in 16 quarters.
Financial Architects (New Jersey)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $160K in Q2 2018.
428 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.