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

LBA 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
2017 Q1	$16K	Sell	180 -14	-7%	-$1.21K	0.01%	289
2016 Q4	$15K	Buy	194 +145	+296%	+$11.7K	0.01%	282
2016 Q3	$4K	Hold	49	–	–	﹤0.01%	385
2016 Q2	$4K	Hold	49	–	–	﹤0.01%	371
2016 Q1	$3K	Hold	49	–	–	﹤0.01%	375
2015 Q4	$4K	Buy	+49	New	+$3.63K	﹤0.01%	349

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LBA Wealth Management's FDN Position: Q1 2017 in Review

LBA Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 7.2% in Q1 2017, selling an estimated $1.21K and leaving 180 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #289.

LBA Wealth Management first reported a position in FDN in Q4 2015 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold FDN as of Q1 2017.

LBA Wealth Management held 180 shares of First Trust Dow Jones Internet Index Fund ETF worth $16K as of Q1 2017.
LBA Wealth Management sold 14 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2017, an estimated $1.21K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #289 holding.
LBA Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and has held it in 6 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.