Northwest Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-321	Closed	-$45K	–	229
2019 Q1	$45K	Hold	321	–	–	0.03%	226
2018 Q4	$37K	Sell	321 -86	-21%	-$10.7K	0.03%	222
2018 Q3	$58K	Hold	407	–	–	0.04%	202
2018 Q2	$56K	Sell	407 -51	-11%	-$6.68K	0.04%	204
2018 Q1	$55K	Buy	+458	New	+$55.5K	0.04%	203

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

RJA

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

Northwest Wealth Management's FDN Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2019, closing a stake of 321 shares — an estimated $45K sold.

Northwest Wealth Management first reported a position in FDN in Q1 2018 and held it in 5 quarters. The position peaked at $58K in Q3 2018. 356 funds tracked by Wall St. Rank hold FDN as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 321 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2019, an estimated $45K.
Northwest Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $58K in Q3 2018.
356 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.