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Howe & Rusling’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Howe & Rusling’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
-16
Closed -$4K – 1028
2021
Q4 		$4K Hold
16
– – ﹤0.01% 721
2021
Q3 		$4K Hold
16
– – ﹤0.01% 697
2021
Q2 		$4K Hold
16
– – ﹤0.01% 673
2021
Q1 		$3K Hold
16
– – ﹤0.01% 744
2020
Q4 		$3K Buy
+16
New +$3.24K ﹤0.01% 729

Other funds holding FDN

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howe & Rusling's FDN Position: Q1 2022 in Review

Howe & Rusling sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 16 shares — an estimated $4K sold.

Howe & Rusling first reported a position in FDN in Q4 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

  • Howe & Rusling reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
  • Howe & Rusling sold 16 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $4K.
  • Howe & Rusling first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 5 quarters.
  • Howe & Rusling's First Trust Dow Jones Internet Index Fund ETF position peaked at $4K 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 Howe & Rusling's 13F filing for Q1 2022, filed 10 May 2022.