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

Laidlaw 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
2021 Q3	–	Sell	-1,118	Closed	-$274K	–	268
2021 Q2	$274K	Sell	1,118 -267	-19%	-$61K	0.07%	205
2021 Q1	$302K	Sell	1,385 -545	-28%	-$121K	0.1%	164
2020 Q4	$410K	Buy	1,930 +51	+3%	+$10.3K	0.09%	220
2020 Q3	$354K	Sell	1,879 -199	-10%	-$36.7K	0.16%	134
2020 Q2	$354K	Sell	2,078 -34	-2%	-$5.19K	0.18%	116
2020 Q1	$261K	Sell	2,112 -231	-10%	-$32K	0.17%	120
2019 Q4	$326K	Buy	+2,343	New	+$316K	0.21%	120

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

Laidlaw Wealth Management's FDN Position: Q3 2021 in Review

Laidlaw Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2021, closing a stake of 1,118 shares — an estimated $274K sold.

Laidlaw Wealth Management first reported a position in FDN in Q4 2019 and held it in 7 quarters. The position peaked at $410K in Q4 2020. 493 funds tracked by Wall St. Rank hold FDN as of Q3 2021.

Laidlaw Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 1,118 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2021, an estimated $274K.
Laidlaw Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 7 quarters.
Laidlaw Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $410K in Q4 2020.
493 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2021.

Based on Laidlaw Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.