Icon Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Icon Wealth Partners’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	-552	Closed	-$77K	–	363
2019 Q1	$77K	Buy	+552	New	+$73.5K	0.03%	281
2018 Q3	–	Sell	-52	Closed	-$7K	–	413
2018 Q2	$7K	Buy	+52	New	+$6.81K	﹤0.01%	726
2018 Q1	–	Sell	-52	Closed	-$6K	–	414
2017 Q4	$6K	Buy	+52	New	+$5.59K	﹤0.01%	756

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

Icon Wealth Partners's FDN Position: Q2 2019 in Review

Icon Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2019, closing a stake of 552 shares — an estimated $77K sold.

Icon Wealth Partners first reported a position in FDN in Q4 2017 and held it in 3 quarters. The position peaked at $77K in Q1 2019. 356 funds tracked by Wall St. Rank hold FDN as of Q2 2019.

Icon Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 552 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2019, an estimated $77K.
Icon Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $77K 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 Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.