Level Four Financial’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Level Four Financial’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	$611K	Sell	2,589 -39	-1%	-$9.54K	0.27%	98
2021 Q2	$643K	Buy	+2,628	New	+$601K	0.27%	102
2021 Q1	–	Sell	-4,168	Closed	-$885K	–	304
2020 Q4	$885K	Buy	+4,168	New	+$843K	0.38%	73

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Level Four Financial's FDN Position: Q3 2021 in Review

Level Four Financial reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 1.5% in Q3 2021, selling an estimated $9.54K and leaving 2,589 shares worth $611K. The position accounts for 0.27% of the portfolio, ranked #98.

Level Four Financial first reported a position in FDN in Q4 2020 and has held it in 3 quarters since. The position peaked at $885K in Q4 2020. 494 funds tracked by Wall St. Rank hold FDN as of Q3 2021.

Level Four Financial held 2,589 shares of First Trust Dow Jones Internet Index Fund ETF worth $611K as of Q3 2021.
Level Four Financial sold 39 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2021, an estimated $9.54K.
First Trust Dow Jones Internet Index Fund ETF made up 0.27% of Level Four Financial's portfolio in Q3 2021, its #98 holding.
Level Four Financial first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 3 quarters since.
Level Four Financial's First Trust Dow Jones Internet Index Fund ETF position peaked at $885K in Q4 2020.
494 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.