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

Foresight 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
2020 Q3	–	Sell	-2,584	Closed	-$441K	–	106
2020 Q2	$441K	Sell	2,584 -812	-24%	-$124K	0.2%	59
2020 Q1	$420K	Sell	3,396 -195	-5%	-$27K	0.29%	52
2019 Q4	$500K	Sell	3,591 -1,431	-28%	-$193K	0.31%	55
2019 Q3	$676K	Sell	5,022 -504	-9%	-$71.2K	0.49%	44
2019 Q2	$795K	Sell	5,526 -477	-8%	-$68.1K	0.6%	40
2019 Q1	$834K	Sell	6,003 -1,395	-19%	-$186K	0.72%	37
2018 Q4	$863K	Buy	+7,398	New	+$920K	0.92%	31

Other funds holding FDN

Bank of America

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

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

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

Royal Bank of Canada

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

Bank of Nova Scotia

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

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