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

JFS 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
2020 Q4	–	Sell	-63	Closed	-$12K	–	594
2020 Q3	$12K	Buy	+63	New	+$11.6K	﹤0.01%	380
2018 Q2	–	Sell	-23	Closed	-$3K	–	496
2018 Q1	$3K	Buy	+23	New	+$2.79K	﹤0.01%	451
2015 Q3	–	Sell	-169	Closed	-$11K	–	511
2015 Q2	$11K	Buy	+169	New	+$11.3K	0.01%	351

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

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JFS Wealth Advisors's FDN Position: Q4 2020 in Review

JFS Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2020, closing a stake of 63 shares — an estimated $12K sold.

JFS Wealth Advisors first reported a position in FDN in Q2 2015 and held it in 3 quarters. The position peaked at $12K in Q3 2020. 500 funds tracked by Wall St. Rank hold FDN as of Q4 2020.

JFS Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2020 after selling out during the quarter.
JFS Wealth Advisors sold 63 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2020, an estimated $12K.
JFS Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2015 and held it in 3 quarters.
JFS Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $12K 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 JFS Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.