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

Security 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 Q2	–	Sell	-1,250	Closed	-$235K	–	128
2022 Q1	$235K	Hold	1,250	–	–	0.07%	123
2021 Q4	$283K	Buy	+1,250	New	+$296K	0.09%	116

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

Security Financial Services's FDN Position: Q2 2022 in Review

Security Financial Services sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,250 shares — an estimated $235K sold.

Security Financial Services first reported a position in FDN in Q4 2021 and held it in 2 quarters. The position peaked at $283K in Q4 2021. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Security Financial Services reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Security Financial Services sold 1,250 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $235K.
Security Financial Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 2 quarters.
Security Financial Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $283K in Q4 2021.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Security Financial Services's 13F filing for Q2 2022, filed 20 Jul 2022.