Planning Solutions Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Planning Solutions Group’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
2019 Q2	$1.62M	Buy	11,251 +388	+4%	+$55.4K	0.83%	27
2019 Q1	$1.51M	Buy	10,863 +984	+10%	+$131K	0.81%	26
2018 Q4	$1.15M	Buy	+9,879	New	+$1.23M	0.7%	27

Other funds holding FDN

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Planning Solutions Group's FDN Position: Q2 2019 in Review

Planning Solutions Group increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 3.6% in Q2 2019, buying an estimated $55.4K and bringing the position to 11,251 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #27.

Planning Solutions Group first reported a position in FDN in Q4 2018 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold FDN as of Q2 2019.

Planning Solutions Group held 11,251 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.62M as of Q2 2019.
Planning Solutions Group bought 388 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2019, an estimated $55.4K.
First Trust Dow Jones Internet Index Fund ETF made up 0.83% of Planning Solutions Group's portfolio in Q2 2019, its #27 holding.
Planning Solutions Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and has held it in 3 quarters since.
356 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.