Regent Peak Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Regent Peak Wealth Advisors’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
2022 Q2	–	Sell	-1,135	Closed	-$213K	–	163
2022 Q1	$213K	Hold	1,135	–	–	0.06%	155
2021 Q4	$257K	Hold	1,135	–	–	0.07%	145
2021 Q3	$268K	Hold	1,135	–	–	0.08%	140
2021 Q2	$275K	Hold	1,135	–	–	0.08%	136
2021 Q1	$247K	Buy	1,135 +12	+1%	+$2.67K	0.08%	134
2020 Q4	$238K	Hold	1,123	–	–	0.08%	127
2020 Q3	$211K	Buy	+1,123	New	+$207K	0.09%	121

Other funds holding FDN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

RJA

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

Regent Peak Wealth Advisors's FDN Position: Q2 2022 in Review

Regent Peak Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,135 shares — an estimated $213K sold.

Regent Peak Wealth Advisors first reported a position in FDN in Q3 2020 and held it in 7 quarters. The position peaked at $275K in Q2 2021. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Regent Peak Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 1,135 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $213K.
Regent Peak Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 7 quarters.
Regent Peak Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $275K in Q2 2021.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.