Mid Atlantic Financial Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Mid Atlantic Financial 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 Q3	–	Sell	-8,681	Closed	-$2.13M	–	930
2021 Q2	$2.13M	Sell	8,681 -1,126	-11%	-$257K	0.14%	139
2021 Q1	$2.14M	Sell	9,807 -290	-3%	-$64.5K	0.16%	134
2020 Q4	$2.14M	Buy	10,097 +68	+0.7%	+$13.8K	0.16%	129
2020 Q3	$1.96M	Buy	10,029 +6,649	+197%	+$1.23M	0.17%	123
2020 Q2	$576K	Buy	3,380 +136	+4%	+$20.8K	0.06%	300
2020 Q1	$401K	Buy	3,244 +145	+5%	+$20.1K	0.05%	358
2019 Q4	$431K	Buy	3,099 +60	+2%	+$8.1K	0.04%	433
2019 Q3	$409K	Sell	3,039 -521	-15%	-$73.6K	0.04%	411
2019 Q2	$512K	Buy	3,560 +288	+9%	+$41.1K	0.05%	359
2019 Q1	$455K	Sell	3,272 -226	-6%	-$30.1K	0.05%	387
2018 Q4	$408K	Buy	+3,498	New	+$435K	0.05%	388

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

Mid Atlantic Financial Management's FDN Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2021, closing a stake of 8,681 shares — an estimated $2.13M sold.

Mid Atlantic Financial Management first reported a position in FDN in Q4 2018 and held it in 11 quarters. The position peaked at $2.14M in Q4 2020. 494 funds tracked by Wall St. Rank hold FDN as of Q3 2021.

Mid Atlantic Financial Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 8,681 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2021, an estimated $2.13M.
Mid Atlantic Financial Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 11 quarters.
Mid Atlantic Financial Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.14M 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 Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.