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

LexAurum 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
2021 Q3	–	Sell	-819	Closed	-$201K	–	280
2021 Q2	$201K	Sell	819 -6,081	-88%	-$1.39M	0.06%	273
2021 Q1	$1.5M	Sell	6,900 -524	-7%	-$117K	0.51%	52
2020 Q4	$1.58M	Buy	7,424 +25	+0.3%	+$5.06K	0.56%	44
2020 Q3	$1.39M	Buy	7,399 +2,130	+40%	+$393K	0.57%	33
2020 Q2	$898K	Buy	+5,269	New	+$804K	0.49%	50
2018 Q4	–	Sell	-9,779	Closed	-$1.38M	–	155
2018 Q3	$1.38M	Buy	+9,779	New	+$1.39M	0.97%	32
2018 Q2	–	Sell	-9,916	Closed	-$1.2M	–	145
2018 Q1	$1.2M	Sell	9,916 -94	-0.9%	-$11.4K	1.01%	25
2017 Q4	$1.17M	Buy	+10,010	New	+$1.08M	1.09%	25

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

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

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

LexAurum Advisors's FDN Position: Q3 2021 in Review

LexAurum Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2021, closing a stake of 819 shares — an estimated $201K sold.

LexAurum Advisors first reported a position in FDN in Q4 2017 and held it in 8 quarters. The position peaked at $1.58M in Q4 2020. 494 funds tracked by Wall St. Rank hold FDN as of Q3 2021.

LexAurum Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2021 after selling out during the quarter.
LexAurum Advisors sold 819 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2021, an estimated $201K.
LexAurum Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and held it in 8 quarters.
LexAurum Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.58M 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 LexAurum Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.