Ironwood Financial’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Ironwood Financial’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	-450	Closed	-$106K	–	258
2021 Q3	$106K	Hold	450	–	–	0.03%	138
2021 Q2	$110K	Hold	450	–	–	0.03%	132
2021 Q1	$98K	Hold	450	–	–	0.03%	129
2020 Q4	$96K	Hold	450	–	–	0.04%	126
2020 Q3	$85K	Buy	450 +25	+6%	+$4.61K	0.04%	91
2020 Q2	$72K	Hold	425	–	–	0.04%	88
2020 Q1	$53K	Hold	425	–	–	0.04%	81
2019 Q4	$59K	Hold	425	–	–	0.03%	103
2019 Q3	$57K	Hold	425	–	–	0.03%	101
2019 Q2	$61K	Hold	425	–	–	0.03%	96
2019 Q1	$59K	Hold	425	–	–	0.03%	98
2018 Q4	$50K	Hold	425	–	–	0.03%	97
2018 Q3	$60K	Buy	+425	New	+$60.3K	0.03%	95

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

Ironwood Financial's FDN Position: Q4 2021 in Review

Ironwood Financial sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2021, closing a stake of 450 shares — an estimated $106K sold.

Ironwood Financial first reported a position in FDN in Q3 2018 and held it in 13 quarters. The position peaked at $110K in Q2 2021. 535 funds tracked by Wall St. Rank hold FDN as of Q4 2021.

Ironwood Financial reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 450 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2021, an estimated $106K.
Ironwood Financial first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2018 and held it in 13 quarters.
Ironwood Financial's First Trust Dow Jones Internet Index Fund ETF position peaked at $110K in Q2 2021.
535 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.