Nations Financial Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Nations Financial Group’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 Q4	–	Sell	-1,809	Closed	-$228K	–	607
2022 Q3	$228K	Sell	1,809 -175	-9%	-$24.4K	0.03%	467
2022 Q2	$252K	Sell	1,984 -499	-20%	-$74.6K	0.03%	444
2022 Q1	$467K	Sell	2,483 -192	-7%	-$36.6K	0.06%	327
2021 Q4	$605K	Buy	2,675 +25	+0.9%	+$5.92K	0.08%	258
2021 Q3	$625K	Buy	2,650 +25	+1%	+$6.11K	0.09%	232
2021 Q2	$643K	Sell	2,625 -6	-0.2%	-$1.37K	0.11%	218
2021 Q1	$574K	Buy	2,631 +411	+19%	+$91.4K	0.13%	201
2020 Q4	$471K	Buy	2,220 +190	+9%	+$38.4K	0.12%	203
2020 Q3	$382K	Buy	+2,030	New	+$375K	0.12%	203

Other funds holding FDN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goldman Sachs New York $871B AUM 31.28% 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

Nations Financial Group's FDN Position: Q4 2022 in Review

Nations Financial Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 1,809 shares — an estimated $228K sold.

Nations Financial Group first reported a position in FDN in Q3 2020 and held it in 9 quarters. The position peaked at $643K in Q2 2021. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Nations Financial Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
Nations Financial Group sold 1,809 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $228K.
Nations Financial Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 9 quarters.
Nations Financial Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $643K in Q2 2021.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Nations Financial Group's 13F filing for Q4 2022, filed 7 Feb 2023.