Hirtle Callaghan & Co’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Hirtle Callaghan & Co’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
2019 Q2	–	Sell	-14	Closed	-$2K	–	51
2019 Q1	$2K	Buy	+14	New	+$1.86K	﹤0.01%	67
2018 Q2	–	Sell	-14	Closed	-$2K	–	114
2018 Q1	$2K	Hold	14	–	–	﹤0.01%	124
2017 Q4	$2K	Buy	+14	New	+$1.5K	﹤0.01%	139

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Hirtle Callaghan & Co's FDN Position: Q2 2019 in Review

Hirtle Callaghan & Co sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2019, closing a stake of 14 shares — an estimated $2K sold.

Hirtle Callaghan & Co first reported a position in FDN in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 356 funds tracked by Wall St. Rank hold FDN as of Q2 2019.

Hirtle Callaghan & Co reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2019 after selling out during the quarter.
Hirtle Callaghan & Co sold 14 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2019, an estimated $2K.
Hirtle Callaghan & Co first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and held it in 3 quarters.
Hirtle Callaghan & Co's First Trust Dow Jones Internet Index Fund ETF position peaked at $2K in Q1 2019.
356 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2019.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2019, filed 13 Aug 2019.