Sanders Morris Harris’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Sanders Morris Harris’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
2016 Q4	–	Sell	-5,379	Closed	-$439K	–	139
2016 Q3	$439K	Sell	5,379 -14,447	-73%	-$1.13M	0.13%	89
2016 Q2	$1.43M	Sell	19,826 -86,563	-81%	-$6.11M	0.33%	72
2016 Q1	$7.26M	Buy	+106,389	New	+$6.99M	1.25%	15

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sanders Morris Harris's FDN Position: Q4 2016 in Review

Sanders Morris Harris sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2016, closing a stake of 5,379 shares — an estimated $439K sold.

Sanders Morris Harris first reported a position in FDN in Q1 2016 and held it in 3 quarters. The position peaked at $7.26M in Q1 2016. 189 funds tracked by Wall St. Rank hold FDN as of Q4 2016.

Sanders Morris Harris reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2016 after selling out during the quarter.
Sanders Morris Harris sold 5,379 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2016, an estimated $439K.
Sanders Morris Harris first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2016 and held it in 3 quarters.
Sanders Morris Harris's First Trust Dow Jones Internet Index Fund ETF position peaked at $7.26M in Q1 2016.
189 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2016.

Based on Sanders Morris Harris's 13F filing for Q4 2016, filed 24 Jan 2017.