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Jeppson Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-34
Closed -$6K – 232
2020
Q3 		$6K Buy
+34
New +$6.27K ﹤0.01% 439

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jeppson Wealth Management's FDN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2020, closing a stake of 34 shares — an estimated $6K sold.

Jeppson Wealth Management first reported a position in FDN in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 500 funds tracked by Wall St. Rank hold FDN as of Q4 2020.

  • Jeppson Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 34 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2020, an estimated $6K.
  • Jeppson Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $6K in Q3 2020.
  • 500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.