MBM Wealth Consultants’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

MBM Wealth Consultants’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
2022 Q3	–	Sell	-732	Closed	-$93K	–	270
2022 Q2	$93K	Hold	732	–	–	0.05%	109
2022 Q1	$138K	Hold	732	–	–	0.06%	113
2021 Q4	$166K	Hold	732	–	–	0.07%	103
2021 Q3	$173K	Hold	732	–	–	0.08%	108
2021 Q2	$179K	Hold	732	–	–	0.08%	102
2021 Q1	$160K	Hold	732	–	–	0.08%	101
2020 Q4	$155K	Hold	732	–	–	0.08%	93
2020 Q3	$138K	Hold	732	–	–	0.09%	85
2020 Q2	$125K	Hold	732	–	–	0.09%	83
2020 Q1	$91K	Hold	732	–	–	0.08%	90
2019 Q4	$102K	Hold	732	–	–	0.08%	98
2019 Q3	$99K	Hold	732	–	–	0.08%	100
2019 Q2	$106K	Hold	732	–	–	0.09%	95
2019 Q1	$102K	Hold	732	–	–	0.09%	96
2018 Q4	$85K	Buy	+732	New	+$91K	0.08%	107

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

MBM Wealth Consultants's FDN Position: Q3 2022 in Review

MBM Wealth Consultants sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022, closing a stake of 732 shares — an estimated $93K sold.

MBM Wealth Consultants first reported a position in FDN in Q4 2018 and held it in 15 quarters. The position peaked at $179K in Q2 2021. 406 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

MBM Wealth Consultants reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2022 after selling out during the quarter.
MBM Wealth Consultants sold 732 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $93K.
MBM Wealth Consultants first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 15 quarters.
MBM Wealth Consultants's First Trust Dow Jones Internet Index Fund ETF position peaked at $179K in Q2 2021.
406 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on MBM Wealth Consultants's 13F filing for Q3 2022, filed 24 Oct 2022.