P.J. Schmidt Investment Management (PJS)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
2014 Q4	–	Sell	-3,900	Closed	-$238K	–	157
2014 Q3	$238K	Buy	3,900 +70	+2%	+$4.24K	0.1%	132
2014 Q2	$228K	Buy	3,830 +5	+0.1%	+$283	0.09%	140
2014 Q1	$226K	Buy	+3,825	New	+$235K	0.09%	136

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

RJA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS)'s FDN Position: Q4 2014 in Review

P.J. Schmidt Investment Management (PJS) sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2014, closing a stake of 3,900 shares — an estimated $238K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in FDN in Q1 2014 and held it in 3 quarters. The position peaked at $238K in Q3 2014. 121 funds tracked by Wall St. Rank hold FDN as of Q4 2014.

P.J. Schmidt Investment Management (PJS) reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2014 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 3,900 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2014, an estimated $238K.
P.J. Schmidt Investment Management (PJS) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2014 and held it in 3 quarters.
P.J. Schmidt Investment Management (PJS)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $238K in Q3 2014.
121 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2014.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q4 2014, filed 22 Jan 2015.