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

IBEX 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
2021 Q4	–	Sell	-666	Closed	-$157K	–	266
2021 Q3	$157K	Buy	+666	New	+$163K	0.03%	198
2019 Q3	–	Sell	-26	Closed	-$3K	–	172
2019 Q2	$3K	Buy	+26	New	+$3.71K	﹤0.01%	383

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

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

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

IBEX Wealth Advisors's FDN Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2021, closing a stake of 666 shares — an estimated $157K sold.

IBEX Wealth Advisors first reported a position in FDN in Q2 2019 and held it in 2 quarters. The position peaked at $157K in Q3 2021. 535 funds tracked by Wall St. Rank hold FDN as of Q4 2021.

IBEX Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 666 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2021, an estimated $157K.
IBEX Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2019 and held it in 2 quarters.
IBEX Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $157K in Q3 2021.
535 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.