NWP
FDN icon

Northstar Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Northstar Wealth Partners’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
2018
Q3 		– Sell
-9,546
Closed -$1.31M – 179
2018
Q2 		$1.31M Buy
+9,546
New +$1.25M 0.66% 50

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northstar Wealth Partners's FDN Position: Q3 2018 in Review

Northstar Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2018, closing a stake of 9,546 shares — an estimated $1.31M sold.

Northstar Wealth Partners first reported a position in FDN in Q2 2018 and held it in 1 quarter. The position peaked at $1.31M in Q2 2018. 326 funds tracked by Wall St. Rank hold FDN as of Q3 2018.

  • Northstar Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2018 after selling out during the quarter.
  • Northstar Wealth Partners sold 9,546 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2018, an estimated $1.31M.
  • Northstar Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and held it in 1 quarter.
  • Northstar Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.31M in Q2 2018.
  • 326 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2018.

Based on Northstar Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.