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

Prestige Wealth Management 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 Q1	–	Sell	-305	Closed	-$65K	–	973
2020 Q4	$65K	Hold	305	–	–	0.02%	222
2020 Q3	$57K	Hold	305	–	–	0.02%	237
2020 Q2	$52K	Hold	305	–	–	0.02%	221
2020 Q1	$38K	Hold	305	–	–	0.02%	206
2019 Q4	$42K	Hold	305	–	–	0.02%	218
2019 Q3	$41K	Sell	305 -170	-36%	-$24K	0.02%	213
2019 Q2	$68K	Hold	475	–	–	0.04%	177
2019 Q1	$66K	Hold	475	–	–	0.04%	174
2018 Q4	$55K	Buy	+475	New	+$59.1K	0.04%	186

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prestige Wealth Management Group's FDN Position: Q1 2021 in Review

Prestige Wealth Management Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2021, closing a stake of 305 shares — an estimated $65K sold.

Prestige Wealth Management Group first reported a position in FDN in Q4 2018 and held it in 9 quarters. The position peaked at $68K in Q2 2019. 485 funds tracked by Wall St. Rank hold FDN as of Q1 2021.

Prestige Wealth Management Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 305 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2021, an estimated $65K.
Prestige Wealth Management Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 9 quarters.
Prestige Wealth Management Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $68K in Q2 2019.
485 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2021.

Based on Prestige Wealth Management Group's 13F filing for Q1 2021, filed 13 May 2021.