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Octavia Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Octavia Wealth Advisors’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
Q1 		– Sell
-975
Closed -$207K – 170
2020
Q4 		$207K Buy
+975
New +$197K 0.07% 148

Other funds holding FDN

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Octavia Wealth Advisors's FDN Position: Q1 2021 in Review

Octavia Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2021, closing a stake of 975 shares — an estimated $207K sold.

Octavia Wealth Advisors first reported a position in FDN in Q4 2020 and held it in 1 quarter. The position peaked at $207K in Q4 2020. 485 funds tracked by Wall St. Rank hold FDN as of Q1 2021.

  • Octavia Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2021 after selling out during the quarter.
  • Octavia Wealth Advisors sold 975 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2021, an estimated $207K.
  • Octavia Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 1 quarter.
  • Octavia Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $207K in Q4 2020.
  • 485 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2021.

Based on Octavia Wealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.