Mitchell McLeod Pugh & Williams’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Mitchell McLeod Pugh & Williams’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 Q1	–	Sell	-1,885	Closed	-$426K	–	236
2021 Q4	$426K	Hold	1,885	–	–	0.14%	163
2021 Q3	$445K	Hold	1,885	–	–	0.17%	149
2021 Q2	$462K	Hold	1,885	–	–	0.18%	140
2021 Q1	$411K	Hold	1,885	–	–	0.17%	144
2020 Q4	$400K	Hold	1,885	–	–	0.18%	137
2020 Q3	$355K	Hold	1,885	–	–	0.18%	136
2020 Q2	$321K	Buy	+1,885	New	+$288K	0.18%	138

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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