Optimum Investment Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Optimum Investment 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 Q3	–	Sell	-29	Closed	-$7K	–	862
2021 Q2	$7K	Hold	29	–	–	﹤0.01%	790
2021 Q1	$6K	Hold	29	–	–	﹤0.01%	811
2020 Q4	$6K	Hold	29	–	–	﹤0.01%	769
2020 Q3	$5K	Hold	29	–	–	﹤0.01%	758
2020 Q2	$5K	Hold	29	–	–	﹤0.01%	749
2020 Q1	$4K	Buy	+29	New	+$4.02K	﹤0.01%	770
2015 Q1	$10K	Hold	155	–	–	﹤0.01%	800
2014 Q4	$10K	Hold	155	–	–	﹤0.01%	838
2014 Q3	$10K	Hold	155	–	–	﹤0.01%	760
2014 Q2	$9K	Buy	+155	New	+$8.77K	﹤0.01%	786

Other funds holding FDN

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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