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 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

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

RJFSA

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

JMPWA

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

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mascoma Wealth Management's FDN Position: Q2 2021 in Review

Mascoma Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2021, closing a stake of 60 shares — an estimated $13K sold.

Mascoma Wealth Management first reported a position in FDN in Q2 2017 and held it in 9 quarters. The position peaked at $279K in Q3 2018. 489 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

Mascoma Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2021 after selling out during the quarter.
Mascoma Wealth Management sold 60 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2021, an estimated $13K.
Mascoma Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2017 and held it in 9 quarters.
Mascoma Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $279K in Q3 2018.
489 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2021.

Based on Mascoma Wealth Management's 13F filing for Q2 2021, filed 6 Jul 2021.