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

Legacy Financial 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
2019 Q2	–	Sell	-84	Closed	-$12K	–	385
2019 Q1	$12K	Buy	+84	New	+$11.2K	﹤0.01%	575
2018 Q4	–	Sell	-100	Closed	-$14K	–	1004
2018 Q3	$14K	Hold	100	–	–	0.01%	438
2018 Q2	$15K	Buy	+100	New	+$13.1K	0.01%	427

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

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

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

RJA

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

Legacy Financial Advisors's FDN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2019, closing a stake of 84 shares — an estimated $12K sold.

Legacy Financial Advisors first reported a position in FDN in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 356 funds tracked by Wall St. Rank hold FDN as of Q2 2019.

Legacy Financial Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 84 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2019, an estimated $12K.
Legacy Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and held it in 3 quarters.
Legacy Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $15K in Q2 2018.
356 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.