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Placemark Investments’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Placemark Investments’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
2014
Q4 		$869K Buy
14,191
+3,582
+34% +$216K 0.02% 937
2014
Q3 		$645K Buy
10,609
+3,305
+45% +$200K 0.01% 1070
2014
Q2 		$435K Buy
7,304
+576
+9% +$32.6K 0.01% 1226
2014
Q1 		$398K Sell
6,728
-649
-9% -$40K 0.01% 1218
2013
Q4 		$441K Buy
7,377
+144
+2% +$8.02K 0.01% 1191
2013
Q3 		$387K Buy
7,233
+15
+0.2% +$754 0.01% 1218
2013
Q2 		$328K Buy
+7,218
New +$320K 0.01% 1227

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Placemark Investments's FDN Position: Q4 2014 in Review

Placemark Investments increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 34% in Q4 2014, buying an estimated $216K and bringing the position to 14,191 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #937.

Placemark Investments first reported a position in FDN in Q2 2013 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold FDN as of Q4 2014.

  • Placemark Investments held 14,191 shares of First Trust Dow Jones Internet Index Fund ETF worth $869K as of Q4 2014.
  • Placemark Investments bought 3,582 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2014, an estimated $216K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #937 holding.
  • Placemark Investments first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2013 and has held it in 7 quarters since.
  • 121 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.