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

Newbridge Financial Services 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 Q2	–	Sell	-160	Closed	-$30K	–	1407
2022 Q1	$30K	Sell	160 -20	-11%	-$3.81K	0.01%	607
2021 Q4	$41K	Buy	180 +20	+13%	+$4.74K	0.02%	518
2021 Q3	$38K	Hold	160	–	–	0.02%	484
2021 Q2	$39K	Hold	160	–	–	0.02%	522
2021 Q1	$35K	Hold	160	–	–	0.03%	492
2020 Q4	$34K	Hold	160	–	–	0.03%	415
2020 Q3	$30K	Buy	+160	New	+$29.5K	0.03%	403

Other funds holding FDN

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Newbridge Financial Services Group's FDN Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 160 shares — an estimated $30K sold.

Newbridge Financial Services Group first reported a position in FDN in Q3 2020 and held it in 7 quarters. The position peaked at $41K in Q4 2021. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Newbridge Financial Services Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 160 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $30K.
Newbridge Financial Services Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $41K in Q4 2021.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.