RegentAtlantic Capital’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

RegentAtlantic Capital’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	-1,586	Closed	-$298K	–	683
2022 Q1	$298K	Buy	+1,586	New	+$302K	0.01%	572
2018 Q3	–	Sell	-1,500	Closed	-$206K	–	436
2018 Q2	$206K	Buy	+1,500	New	+$196K	0.02%	391

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

RegentAtlantic Capital's FDN Position: Q2 2022 in Review

RegentAtlantic Capital sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,586 shares — an estimated $298K sold.

RegentAtlantic Capital first reported a position in FDN in Q2 2018 and held it in 2 quarters. The position peaked at $298K in Q1 2022. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

RegentAtlantic Capital reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
RegentAtlantic Capital sold 1,586 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $298K.
RegentAtlantic Capital first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and held it in 2 quarters.
RegentAtlantic Capital's First Trust Dow Jones Internet Index Fund ETF position peaked at $298K in Q1 2022.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on RegentAtlantic Capital's 13F filing for Q2 2022, filed 15 Aug 2022.