Fulcrum Equity Management’s First Trust Dow Jones International Internet ETF FDNI Stock Holding History

Fulcrum Equity Management’s Portfolio FDNI Stock Details FDNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9,508	Closed	-$432K	–	180
2020 Q4	$432K	Sell	9,508 -275	-3%	-$11.7K	0.17%	93
2020 Q3	$388K	Buy	+9,783	New	+$369K	0.18%	85

Other funds holding FDNI

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Fulcrum Equity Management's FDNI Position: Q1 2021 in Review

Fulcrum Equity Management sold out of First Trust Dow Jones International Internet ETF (FDNI) in Q1 2021, closing a stake of 9,508 shares — an estimated $432K sold.

Fulcrum Equity Management first reported a position in FDNI in Q3 2020 and held it in 2 quarters. The position peaked at $432K in Q4 2020. 38 funds tracked by Wall St. Rank hold FDNI as of Q1 2021.

Fulcrum Equity Management reported no remaining First Trust Dow Jones International Internet ETF position as of Q1 2021 after selling out during the quarter.
Fulcrum Equity Management sold 9,508 First Trust Dow Jones International Internet ETF shares in Q1 2021, an estimated $432K.
Fulcrum Equity Management first reported a position in First Trust Dow Jones International Internet ETF in Q3 2020 and held it in 2 quarters.
Fulcrum Equity Management's First Trust Dow Jones International Internet ETF position peaked at $432K in Q4 2020.
38 funds tracked by Wall St. Rank held First Trust Dow Jones International Internet ETF as of Q1 2021.

Based on Fulcrum Equity Management's 13F filing for Q1 2021, filed 5 Apr 2021.