Polaris Wealth Advisory Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Polaris Wealth Advisory 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
2021 Q4	–	Sell	-880	Closed	-$211K	–	181
2021 Q3	$211K	Hold	880	–	–	0.01%	162
2021 Q2	$216K	Hold	880	–	–	0.01%	155
2021 Q1	$204K	Buy	+880	New	+$196K	0.01%	166
2018 Q3	–	Sell	-141	Closed	-$17K	–	519
2018 Q2	$17K	Sell	141 -100	-41%	-$13.1K	﹤0.01%	179
2018 Q1	$29K	Buy	+241	New	+$29.2K	﹤0.01%	267
2017 Q4	–	Sell	-4,483	Closed	-$459K	–	149
2017 Q3	$459K	Sell	4,483 -1,269	-22%	-$126K	0.04%	102
2017 Q2	$545K	Buy	+5,752	New	+$534K	0.06%	87

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

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

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

Polaris Wealth Advisory Group's FDN Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2021, closing a stake of 880 shares — an estimated $211K sold.

Polaris Wealth Advisory Group first reported a position in FDN in Q2 2017 and held it in 7 quarters. The position peaked at $545K in Q2 2017. 535 funds tracked by Wall St. Rank hold FDN as of Q4 2021.

Polaris Wealth Advisory Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 880 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2021, an estimated $211K.
Polaris Wealth Advisory Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2017 and held it in 7 quarters.
Polaris Wealth Advisory Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $545K in Q2 2017.
535 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.