Pinnacle Private Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Pinnacle Private Wealth’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	-1,773	Closed	-$333K	–	284
2022 Q1	$333K	Sell	1,773 -263	-13%	-$50.1K	0.1%	205
2021 Q4	$460K	Buy	+2,036	New	+$482K	0.14%	157

Other funds holding FDN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Pinnacle Private Wealth's FDN Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,773 shares — an estimated $333K sold.

Pinnacle Private Wealth first reported a position in FDN in Q4 2021 and held it in 2 quarters. The position peaked at $460K in Q4 2021. 425 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Pinnacle Private Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 1,773 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $333K.
Pinnacle Private Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 2 quarters.
Pinnacle Private Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $460K in Q4 2021.
425 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.