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

Parisi Gray 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
2022 Q1	–	Sell	-1,499	Closed	-$339K	–	127
2021 Q4	$339K	Buy	1,499 +289	+24%	+$68.4K	0.13%	96
2021 Q3	$289K	Buy	1,210 +1,095	+952%	+$268K	0.12%	104
2021 Q2	$28K	Buy	+115	New	+$26.3K	0.01%	339
2019 Q1	–	Sell	-115	Closed	-$13K	–	545
2018 Q4	$13K	Hold	115	–	–	0.01%	355
2018 Q3	$16K	Hold	115	–	–	0.01%	356
2018 Q2	$16K	Sell	115 -28	-20%	-$3.67K	0.01%	360
2018 Q1	$17K	Buy	143 +28	+24%	+$3.39K	0.01%	365
2017 Q4	$13K	Buy	+115	New	+$12.4K	0.01%	403

Other funds holding FDN

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parisi Gray Wealth Management's FDN Position: Q1 2022 in Review

Parisi Gray Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 1,499 shares — an estimated $339K sold.

Parisi Gray Wealth Management first reported a position in FDN in Q4 2017 and held it in 8 quarters. The position peaked at $339K in Q4 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Parisi Gray Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,499 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $339K.
Parisi Gray Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and held it in 8 quarters.
Parisi Gray Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $339K in Q4 2021.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.