FOCUS Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

FOCUS Wealth 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
2021 Q2	–	Sell	-13,582	Closed	-$3.04M	–	41
2021 Q1	$3.04M	Sell	13,582 -137	-1%	-$30.5K	2.24%	11
2020 Q4	$2.91M	Buy	+13,719	New	+$2.78M	2.25%	11

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FOCUS Wealth Advisors's FDN Position: Q2 2021 in Review

FOCUS Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2021, closing a stake of 13,582 shares — an estimated $3.04M sold.

FOCUS Wealth Advisors first reported a position in FDN in Q4 2020 and held it in 2 quarters. The position peaked at $3.04M in Q1 2021. 489 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

FOCUS Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2021 after selling out during the quarter.
FOCUS Wealth Advisors sold 13,582 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2021, an estimated $3.04M.
FOCUS Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 2 quarters.
FOCUS Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.04M in Q1 2021.
489 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2021.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.