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

Legacy Private Trust’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
2013
Q3 		– Sell
-8,950
Closed -$406K – 195
2013
Q2 		$406K Buy
+8,950
New +$397K 0.1% 130

Other funds holding FDN

CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Legacy Private Trust's FDN Position: Q3 2013 in Review

Legacy Private Trust sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2013, closing a stake of 8,950 shares — an estimated $406K sold.

Legacy Private Trust first reported a position in FDN in Q2 2013 and held it in 1 quarter. The position peaked at $406K in Q2 2013. 86 funds tracked by Wall St. Rank hold FDN as of Q3 2013.

  • Legacy Private Trust reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2013 after selling out during the quarter.
  • Legacy Private Trust sold 8,950 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2013, an estimated $406K.
  • Legacy Private Trust first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2013 and held it in 1 quarter.
  • Legacy Private Trust's First Trust Dow Jones Internet Index Fund ETF position peaked at $406K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2013.

Based on Legacy Private Trust's 13F filing for Q3 2013, filed 8 Oct 2013.