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Holistic Financial Partners’s First Trust Dow Jones International Internet ETF FDNI Stock Holding History

Holistic Financial Partners’s Portfolio FDNI Stock Details FDNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-35,046
Closed -$6.6M – 121
2020
Q3 		$6.6M Buy
+35,046
New +$1.32M 5.3% 6

Other funds holding FDNI

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WDC
Woodward Diversified Capital Bakersfield, California $220M AUM 30.39% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Holistic Financial Partners's FDNI Position: Q4 2020 in Review

Holistic Financial Partners sold out of First Trust Dow Jones International Internet ETF (FDNI) in Q4 2020, closing a stake of 35,046 shares — an estimated $6.6M sold.

Holistic Financial Partners first reported a position in FDNI in Q3 2020 and held it in 1 quarter. The position peaked at $6.6M in Q3 2020. 31 funds tracked by Wall St. Rank hold FDNI as of Q4 2020.

  • Holistic Financial Partners reported no remaining First Trust Dow Jones International Internet ETF position as of Q4 2020 after selling out during the quarter.
  • Holistic Financial Partners sold 35,046 First Trust Dow Jones International Internet ETF shares in Q4 2020, an estimated $6.6M.
  • Holistic Financial Partners first reported a position in First Trust Dow Jones International Internet ETF in Q3 2020 and held it in 1 quarter.
  • Holistic Financial Partners's First Trust Dow Jones International Internet ETF position peaked at $6.6M in Q3 2020.
  • 31 funds tracked by Wall St. Rank held First Trust Dow Jones International Internet ETF as of Q4 2020.

Based on Holistic Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.