Great Diamond Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-2,708	Closed	-$574K	–	197
2020 Q4	$574K	Buy	2,708 +75	+3%	+$15.2K	0.18%	101
2020 Q3	$495K	Buy	2,633 +242	+10%	+$44.7K	0.18%	92
2020 Q2	$407K	Buy	2,391 +154	+7%	+$23.5K	0.17%	95
2020 Q1	$276K	Sell	2,237 -80	-3%	-$11.1K	0.14%	99
2019 Q4	$322K	Buy	+2,317	New	+$313K	0.12%	110

Other funds holding FDN

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Great Diamond Partners's FDN Position: Q1 2021 in Review

Great Diamond Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2021, closing a stake of 2,708 shares — an estimated $574K sold.

Great Diamond Partners first reported a position in FDN in Q4 2019 and held it in 5 quarters. The position peaked at $574K in Q4 2020. 485 funds tracked by Wall St. Rank hold FDN as of Q1 2021.

Great Diamond Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2021 after selling out during the quarter.
Great Diamond Partners sold 2,708 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2021, an estimated $574K.
Great Diamond Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 5 quarters.
Great Diamond Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $574K in Q4 2020.
485 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2021.

Based on Great Diamond Partners's 13F filing for Q1 2021, filed 4 May 2021.