Greenleaf Trust’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Greenleaf Trust’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
2022 Q1	–	Sell	-890	Closed	-$201K	–	768
2021 Q4	$201K	Hold	890	–	–	﹤0.01%	735
2021 Q3	$210K	Sell	890 -420	-32%	-$103K	﹤0.01%	687
2021 Q2	$321K	Sell	1,310 -390	-23%	-$89.2K	﹤0.01%	546
2021 Q1	$371K	Buy	+1,700	New	+$378K	﹤0.01%	471

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Greenleaf Trust's FDN Position: Q1 2022 in Review

Greenleaf Trust sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 890 shares — an estimated $201K sold.

Greenleaf Trust first reported a position in FDN in Q1 2021 and held it in 4 quarters. The position peaked at $371K in Q1 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Greenleaf Trust reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Greenleaf Trust sold 890 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $201K.
Greenleaf Trust first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2021 and held it in 4 quarters.
Greenleaf Trust's First Trust Dow Jones Internet Index Fund ETF position peaked at $371K in Q1 2021.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Greenleaf Trust's 13F filing for Q1 2022, filed 27 Apr 2022.