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

Ropes 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
2021 Q1	–	Sell	-64	Closed	-$14K	–	437
2020 Q4	$14K	Buy	+64	New	+$12.9K	﹤0.01%	511
2020 Q3	–	Sell	-64	Closed	-$11K	–	627
2020 Q2	$11K	Hold	64	–	–	﹤0.01%	439
2020 Q1	$8K	Hold	64	–	–	﹤0.01%	434
2019 Q4	$9K	Buy	+64	New	+$8.64K	﹤0.01%	473
2019 Q3	–	Sell	-174	Closed	-$25K	–	565
2019 Q2	$25K	Buy	+174	New	+$24.8K	0.01%	412

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

Ropes Wealth Advisors's FDN Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2021, closing a stake of 64 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in FDN in Q2 2019 and held it in 5 quarters. The position peaked at $25K in Q2 2019. 485 funds tracked by Wall St. Rank hold FDN as of Q1 2021.

Ropes Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 64 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2021, an estimated $14K.
Ropes Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2019 and held it in 5 quarters.
Ropes Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $25K 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 Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.