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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Optimum Investment Advisors's FDN Position: Q3 2021 in Review

Optimum Investment Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2021, closing a stake of 29 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in FDN in Q2 2014 and held it in 10 quarters. The position peaked at $10K in Q1 2015. 494 funds tracked by Wall St. Rank hold FDN as of Q3 2021.

Optimum Investment Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 29 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2021, an estimated $7K.
Optimum Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2014 and held it in 10 quarters.
Optimum Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $10K in Q1 2015.
494 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.