Hapanowicz & Associates Financial Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Hapanowicz & Associates Financial Services’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
2020 Q4	–	Sell	-1,759	Closed	-$331K	–	36
2020 Q3	$331K	Sell	1,759 -3,980	-69%	-$734K	0.19%	20
2020 Q2	$979K	Buy	5,739 +67	+1%	+$10.2K	0.62%	12
2020 Q1	$701K	Hold	5,672	–	–	0.5%	11
2019 Q4	$789K	Buy	5,672 +2,650	+88%	+$358K	0.48%	12
2019 Q3	$408K	Hold	3,022	–	–	0.26%	12
2019 Q2	$435K	Sell	3,022 -883	-23%	-$126K	0.29%	14
2019 Q1	$543K	Buy	+3,905	New	+$520K	0.36%	13
2018 Q4	–	Sell	-1,451	Closed	-$204K	–	19
2018 Q3	$204K	Buy	+1,451	New	+$206K	0.14%	16

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

RJA

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

Hapanowicz & Associates Financial Services's FDN Position: Q4 2020 in Review

Hapanowicz & Associates Financial Services sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2020, closing a stake of 1,759 shares — an estimated $331K sold.

Hapanowicz & Associates Financial Services first reported a position in FDN in Q3 2018 and held it in 8 quarters. The position peaked at $979K in Q2 2020. 500 funds tracked by Wall St. Rank hold FDN as of Q4 2020.

Hapanowicz & Associates Financial Services reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2020 after selling out during the quarter.
Hapanowicz & Associates Financial Services sold 1,759 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2020, an estimated $331K.
Hapanowicz & Associates Financial Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2018 and held it in 8 quarters.
Hapanowicz & Associates Financial Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $979K in Q2 2020.
500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2020.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q4 2020, filed 2 Feb 2021.