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

Mascoma 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 Q2	–	Sell	-60	Closed	-$13K	–	223
2021 Q1	$13K	Buy	+60	New	+$13.3K	0.01%	324
2019 Q3	–	Sell	-1,486	Closed	-$214K	–	170
2019 Q2	$214K	Sell	1,486 -125	-8%	-$17.8K	0.13%	76
2019 Q1	$224K	Sell	1,611 -360	-18%	-$48K	0.15%	65
2018 Q4	$230K	Hold	1,971	–	–	0.18%	60
2018 Q3	$279K	Buy	1,971 +456	+30%	+$64.7K	0.18%	62
2018 Q2	$209K	Buy	1,515 +1,060	+233%	+$139K	0.15%	67
2018 Q1	$55K	Buy	+455	New	+$55.1K	0.04%	142
2017 Q4	–	Sell	-215	Closed	-$22K	–	388
2017 Q3	$22K	Hold	215	–	–	0.01%	222
2017 Q2	$20K	Buy	+215	New	+$20K	0.01%	237

Other funds holding FDN

Bank of America

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management

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