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

RKL 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 Q2	–	Sell	-3,223	Closed	-$703K	–	131
2021 Q1	$703K	Sell	3,223 -1,167	-27%	-$260K	0.09%	85
2020 Q4	$932K	Hold	4,390	–	–	0.13%	80
2020 Q3	$827K	Hold	4,390	–	–	0.13%	77
2020 Q2	$749K	Hold	4,390	–	–	0.13%	79
2020 Q1	$543K	Hold	4,390	–	–	0.11%	80
2019 Q4	$611K	Hold	4,390	–	–	0.11%	84
2019 Q3	$591K	Buy	+4,390	New	+$620K	0.11%	89
2019 Q2	–	Sell	-4,390	Closed	-$610K	–	129
2019 Q1	$610K	Sell	4,390 -20	-0.5%	-$2.66K	0.12%	91
2018 Q4	$514K	Hold	4,410	–	–	0.12%	94
2018 Q3	$623K	Hold	4,410	–	–	0.13%	92
2018 Q2	$606K	Hold	4,410	–	–	0.14%	94
2018 Q1	$531K	Hold	4,410	–	–	0.13%	100
2017 Q4	$484K	Hold	4,410	–	–	0.12%	103
2017 Q3	$451K	Sell	4,410 -20	-0.5%	-$1.98K	0.13%	107
2017 Q2	$420K	Buy	4,430 +10	+0.2%	+$928	0.13%	108
2017 Q1	$389K	Buy	+4,420	New	+$381K	0.16%	94

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RKL Wealth Management's FDN Position: Q2 2021 in Review

RKL Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2021, closing a stake of 3,223 shares — an estimated $703K sold.

RKL Wealth Management first reported a position in FDN in Q1 2017 and held it in 16 quarters. The position peaked at $932K in Q4 2020. 488 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

RKL Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2021 after selling out during the quarter.
RKL Wealth Management sold 3,223 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2021, an estimated $703K.
RKL Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2017 and held it in 16 quarters.
RKL Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $932K in Q4 2020.
488 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2021.

Based on RKL Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.