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

Quaker Wealth Management’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 		$5.47M Buy
+77,306
New +$17.2M 2.54% 11
2020
Q1 		– Sell
-8,261
Closed -$1.15M – 45
2019
Q4 		$1.15M Buy
+8,261
New +$1.11M 0.68% 24

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Quaker Wealth Management's FDN Position: Q1 2021 in Review

Quaker Wealth Management opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2021: 77,306 shares worth $5.47M. The stake represents 2.54% of the portfolio and ranks #11 among its holdings. This is a return to the name: Quaker Wealth Management previously reported a position in FDN as recently as Q4 2019.

Quaker Wealth Management first reported a position in FDN in Q4 2019 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold FDN as of Q1 2021.

  • Quaker Wealth Management held 77,306 shares of First Trust Dow Jones Internet Index Fund ETF worth $5.47M as of Q1 2021.
  • First Trust Dow Jones Internet Index Fund ETF was a new Quaker Wealth Management position in Q1 2021.
  • First Trust Dow Jones Internet Index Fund ETF made up 2.54% of Quaker Wealth Management's portfolio in Q1 2021, its #11 holding.
  • Quaker Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2021.

Based on Quaker Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.