Searcy Financial Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Searcy Financial Services’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 Q1	–	Sell	-52,384	Closed	-$11.8M	–	24
2021 Q4	$11.8M	Buy	52,384 +26,401	+102%	+$6.25M	5.3%	9
2021 Q3	$6.13M	Buy	25,983 +191	+0.7%	+$46.7K	3.75%	14
2021 Q2	$6.32M	Buy	+25,792	New	+$5.9M	3.83%	14
2021 Q1	–	Sell	-45,549	Closed	-$9.67M	–	20
2020 Q4	$9.67M	Sell	45,549 -616	-1%	-$125K	5.78%	6
2020 Q3	$8.69M	Sell	46,165 -5,830	-11%	-$1.08M	6.5%	6
2020 Q2	$8.87M	Sell	51,995 -10,070	-16%	-$1.54M	7.39%	4
2020 Q1	$7.68M	Buy	+62,065	New	+$8.61M	10.9%	2

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

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

Searcy Financial Services's FDN Position: Q1 2022 in Review

Searcy Financial Services sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 52,384 shares — an estimated $11.8M sold.

Searcy Financial Services first reported a position in FDN in Q1 2020 and held it in 7 quarters. The position peaked at $11.8M in Q4 2021. 480 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Searcy Financial Services reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Searcy Financial Services sold 52,384 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $11.8M.
Searcy Financial Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2020 and held it in 7 quarters.
Searcy Financial Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $11.8M in Q4 2021.
480 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Searcy Financial Services's 13F filing for Q1 2022, filed 29 Apr 2022.