Personal Capital Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Personal Capital 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
2022 Q2	–	Sell	-1,303	Closed	-$245K	–	453
2022 Q1	$245K	Buy	1,303 +134	+11%	+$25.5K	﹤0.01%	434
2021 Q4	$264K	Sell	1,169 -119	-9%	-$28.2K	﹤0.01%	463
2021 Q3	$304K	Buy	1,288 +451	+54%	+$110K	﹤0.01%	404
2021 Q2	$205K	Buy	+837	New	+$191K	﹤0.01%	472
2021 Q1	–	Sell	-1,526	Closed	-$324K	–	481
2020 Q4	$324K	Buy	+1,526	New	+$309K	﹤0.01%	370
2019 Q4	–	Sell	-2,024	Closed	-$272K	–	401
2019 Q3	$272K	Buy	+2,024	New	+$286K	﹤0.01%	305

Other funds holding FDN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

RJA

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

Personal Capital Advisors's FDN Position: Q2 2022 in Review

Personal Capital Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,303 shares — an estimated $245K sold.

Personal Capital Advisors first reported a position in FDN in Q3 2019 and held it in 6 quarters. The position peaked at $324K in Q4 2020. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Personal Capital Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Personal Capital Advisors sold 1,303 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $245K.
Personal Capital Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2019 and held it in 6 quarters.
Personal Capital Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $324K in Q4 2020.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.