GKWIM
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Gerber Kawasaki Wealth & Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-762
Closed -$179K – 551
2021
Q3 		$179K Buy
+762
New +$186K 0.02% 189

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FDN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2021, closing a stake of 762 shares — an estimated $179K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FDN in Q3 2021 and held it in 1 quarter. The position peaked at $179K in Q3 2021. 536 funds tracked by Wall St. Rank hold FDN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 762 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2021, an estimated $179K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $179K in Q3 2021.
  • 536 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.