First Personal Financial Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

First Personal Financial Services’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 Q1	–	Sell	-50	Closed	-$11K	–	350
2021 Q4	$11K	Buy	+50	New	+$11.8K	﹤0.01%	286
2019 Q2	–	Sell	-119	Closed	-$17K	–	792
2019 Q1	$17K	Buy	+119	New	+$15.9K	0.01%	423
2016 Q1	–	Sell	-34	Closed	-$3K	–	334
2015 Q4	$3K	Buy	+34	New	+$2.52K	﹤0.01%	351

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

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

RJFSA

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Personal Financial Services's FDN Position: Q1 2022 in Review

First Personal Financial Services sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 50 shares — an estimated $11K sold.

First Personal Financial Services first reported a position in FDN in Q4 2015 and held it in 3 quarters. The position peaked at $17K in Q1 2019. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

First Personal Financial Services reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
First Personal Financial Services sold 50 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $11K.
First Personal Financial Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and held it in 3 quarters.
First Personal Financial Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $17K in Q1 2019.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on First Personal Financial Services's 13F filing for Q1 2022, filed 2 May 2022.