Personal CFO Solutions’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Personal CFO Solutions’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	-1,969	Closed	-$445K	–	485
2021 Q4	$445K	Buy	1,969 +917	+87%	+$217K	0.08%	221
2021 Q3	$248K	Buy	1,052 +121	+13%	+$29.6K	0.05%	363
2021 Q2	$228K	Sell	931 -54	-5%	-$12.3K	0.05%	376
2021 Q1	$215K	Sell	985 -76	-7%	-$16.9K	0.05%	372
2020 Q4	$225K	Buy	+1,061	New	+$215K	0.06%	329
2020 Q1	–	Sell	-1,789	Closed	-$249K	–	311
2019 Q4	$249K	Buy	+1,789	New	+$241K	0.07%	264

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

Personal CFO Solutions's FDN Position: Q1 2022 in Review

Personal CFO Solutions sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 1,969 shares — an estimated $445K sold.

Personal CFO Solutions first reported a position in FDN in Q4 2019 and held it in 6 quarters. The position peaked at $445K in Q4 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Personal CFO Solutions reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Personal CFO Solutions sold 1,969 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $445K.
Personal CFO Solutions first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 6 quarters.
Personal CFO Solutions's First Trust Dow Jones Internet Index Fund ETF position peaked at $445K 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 Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.