Nachman Norwood & Parrott’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Nachman Norwood & Parrott’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	$416K	Hold	1,697	–	–	0.04%	200
2021 Q1	$370K	Hold	1,697	–	–	0.04%	203
2020 Q4	$360K	Hold	1,697	–	–	0.04%	196
2020 Q3	$320K	Hold	1,697	–	–	0.04%	199
2020 Q2	$289K	Hold	1,697	–	–	0.05%	200
2020 Q1	$210K	Hold	1,697	–	–	0.04%	218
2019 Q4	$236K	Hold	1,697	–	–	0.04%	228
2019 Q3	$228K	Hold	1,697	–	–	0.04%	221
2019 Q2	$244K	Hold	1,697	–	–	0.04%	219
2019 Q1	$236K	Sell	1,697 -150	-8%	-$20K	0.04%	212
2018 Q4	$215K	Buy	+1,847	New	+$230K	0.04%	212

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

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

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 $374B AUM 17.66% 1-Year Est. Return

Nachman Norwood & Parrott's FDN Position: Q2 2021 in Review

Nachman Norwood & Parrott held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2021 at 1,697 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #200.

Nachman Norwood & Parrott first reported a position in FDN in Q4 2018 and has held it in 11 quarters since. 489 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

Nachman Norwood & Parrott held 1,697 shares of First Trust Dow Jones Internet Index Fund ETF worth $416K as of Q2 2021.
Nachman Norwood & Parrott left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2021.
First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #200 holding.
Nachman Norwood & Parrott first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 11 quarters since.
489 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.