Partnervest Advisory Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Partnervest Advisory Services’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
2017 Q3	–	Sell	-3,983	Closed	-$377K	–	191
2017 Q2	$377K	Buy	3,983 +183	+5%	+$17K	0.17%	127
2017 Q1	$335K	Buy	+3,800	New	+$327K	0.15%	133
2014 Q3	–	Sell	-260	Closed	-$15K	–	365
2014 Q2	$15K	Hold	260	–	–	0.01%	604
2014 Q1	$15K	Hold	260	–	–	0.01%	573
2013 Q4	$16K	Hold	260	–	–	0.01%	524
2013 Q3	$14K	Buy	260 +100	+63%	+$5.03K	0.01%	562
2013 Q2	$7K	Buy	+160	New	+$7.09K	﹤0.01%	660

Other funds holding FDN

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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