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Grimes & Company’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Grimes & Company’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
2016
Q3 		– Sell
-7,209
Closed -$520K – 204
2016
Q2 		$520K Buy
+7,209
New +$509K 0.07% 130

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Grimes & Company's FDN Position: Q3 2016 in Review

Grimes & Company sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2016, closing a stake of 7,209 shares — an estimated $520K sold.

Grimes & Company first reported a position in FDN in Q2 2016 and held it in 1 quarter. The position peaked at $520K in Q2 2016. 174 funds tracked by Wall St. Rank hold FDN as of Q3 2016.

  • Grimes & Company reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2016 after selling out during the quarter.
  • Grimes & Company sold 7,209 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2016, an estimated $520K.
  • Grimes & Company first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2016 and held it in 1 quarter.
  • Grimes & Company's First Trust Dow Jones Internet Index Fund ETF position peaked at $520K in Q2 2016.
  • 174 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2016.

Based on Grimes & Company's 13F filing for Q3 2016, filed 24 Oct 2016.