Fusion Investment Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Fusion Investment Group’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
2015 Q3	–	Sell	-90	Closed	-$6K	–	172
2015 Q2	$6K	Buy	+90	New	+$6.04K	﹤0.01%	161
2014 Q4	–	Sell	-5,112	Closed	-$311K	–	144
2014 Q3	$311K	Sell	5,112 -96	-2%	-$5.81K	0.27%	57
2014 Q2	$310K	Buy	5,208 +1,806	+53%	+$102K	0.27%	67
2014 Q1	$201K	Sell	3,402 -61	-2%	-$3.75K	0.2%	73
2013 Q4	$207K	Buy	+3,463	New	+$193K	0.15%	117

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 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 $570B AUM 27.57% 1-Year Est. Return

Swarthmore Group Philadelphia, Pennsylvania $249M AUM 6.76% 1-Year Est. Return

Fusion Investment Group's FDN Position: Q3 2015 in Review

Fusion Investment Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2015, closing a stake of 90 shares — an estimated $6K sold.

Fusion Investment Group first reported a position in FDN in Q4 2013 and held it in 5 quarters. The position peaked at $311K in Q3 2014. 147 funds tracked by Wall St. Rank hold FDN as of Q3 2015.

Fusion Investment Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2015 after selling out during the quarter.
Fusion Investment Group sold 90 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2015, an estimated $6K.
Fusion Investment Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2013 and held it in 5 quarters.
Fusion Investment Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $311K in Q3 2014.
147 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.