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

Lenox 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
2022 Q1	$20K	Sell	109 -175	-62%	-$33.3K	﹤0.01%	374
2021 Q4	$64K	Hold	284	–	–	0.01%	222
2021 Q3	$67K	Buy	284 +275	+3,056%	+$67.3K	0.01%	199
2021 Q2	$2K	Hold	9	–	–	﹤0.01%	638
2021 Q1	$2K	Hold	9	–	–	﹤0.01%	600
2020 Q4	$2K	Hold	9	–	–	﹤0.01%	572
2020 Q3	$2K	Hold	9	–	–	﹤0.01%	512
2020 Q2	$2K	Hold	9	–	–	﹤0.01%	514
2020 Q1	$1K	Sell	9 -47	-84%	-$6.52K	﹤0.01%	680
2019 Q4	$8K	Sell	56 -494	-90%	-$66.7K	﹤0.01%	434
2019 Q3	$74K	Hold	550	–	–	0.01%	130
2019 Q2	$79K	Buy	+550	New	+$78.5K	0.01%	123
2019 Q1	–	Sell	-182	Closed	-$21K	–	610
2018 Q4	$21K	Hold	182	–	–	﹤0.01%	189
2018 Q3	$26K	Hold	182	–	–	0.01%	187
2018 Q2	$25K	Buy	+182	New	+$23.8K	0.01%	228
2016 Q4	–	Sell	-529	Closed	-$43K	–	138
2016 Q3	$43K	Buy	529 +226	+75%	+$17.6K	0.01%	97
2016 Q2	$22K	Hold	303	–	–	0.01%	125
2016 Q1	$21K	Hold	303	–	–	0.01%	129
2015 Q4	$23K	Buy	+303	New	+$22.4K	0.01%	124

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lenox Wealth Advisors's FDN Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 62% in Q1 2022, selling an estimated $33.3K and leaving 109 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Lenox Wealth Advisors first reported a position in FDN in Q4 2015 and has held it in 19 quarters since. The position peaked at $79K in Q2 2019. 480 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Lenox Wealth Advisors held 109 shares of First Trust Dow Jones Internet Index Fund ETF worth $20K as of Q1 2022.
Lenox Wealth Advisors sold 175 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $33.3K.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #374 holding.
Lenox Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $79K in Q2 2019.
480 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.