HCR Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

HCR Wealth Advisors’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	-2,576	Closed	-$583K	–	193
2021 Q4	$583K	Buy	2,576 +108	+4%	+$25.6K	0.09%	126
2021 Q3	$582K	Buy	+2,468	New	+$604K	0.1%	122
2017 Q1	–	Sell	-3,982	Closed	-$318K	–	156
2016 Q4	$318K	Buy	+3,982	New	+$321K	0.17%	108

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

HCR Wealth Advisors's FDN Position: Q1 2022 in Review

HCR Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 2,576 shares — an estimated $583K sold.

HCR Wealth Advisors first reported a position in FDN in Q4 2016 and held it in 3 quarters. The position peaked at $583K in Q4 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

HCR Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
HCR Wealth Advisors sold 2,576 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $583K.
HCR Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2016 and held it in 3 quarters.
HCR Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $583K in Q4 2021.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on HCR Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.