Liberty Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-591	Closed	-$139K	–	476
2021 Q3	$139K	Buy	591 +281	+91%	+$68.7K	0.05%	226
2021 Q2	$76K	Hold	310	–	–	0.03%	249
2021 Q1	$68K	Hold	310	–	–	0.03%	230
2020 Q4	$68K	Buy	+310	New	+$62.7K	0.03%	228

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

Liberty Wealth Management's FDN Position: Q4 2021 in Review

Liberty Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2021, closing a stake of 591 shares — an estimated $139K sold.

Liberty Wealth Management first reported a position in FDN in Q4 2020 and held it in 4 quarters. The position peaked at $139K in Q3 2021. 535 funds tracked by Wall St. Rank hold FDN as of Q4 2021.

Liberty Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 591 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2021, an estimated $139K.
Liberty Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 4 quarters.
Liberty Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $139K in Q3 2021.
535 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.