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 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

RJA

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

Foresight Wealth Management's FDN Position: Q3 2020 in Review

Foresight Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2020, closing a stake of 2,584 shares — an estimated $441K sold.

Foresight Wealth Management first reported a position in FDN in Q4 2018 and held it in 7 quarters. The position peaked at $863K in Q4 2018. 428 funds tracked by Wall St. Rank hold FDN as of Q3 2020.

Foresight Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2020 after selling out during the quarter.
Foresight Wealth Management sold 2,584 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2020, an estimated $441K.
Foresight Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 7 quarters.
Foresight Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $863K in Q4 2018.
428 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2020.

Based on Foresight Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.