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

Security National Trust’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 Q3	$39K	Hold	161	–	–	0.01%	280
2021 Q2	$39K	Hold	161	–	–	0.01%	288
2021 Q1	$35K	Buy	+161	New	+$35.8K	0.01%	290
2020 Q3	–	Sell	-161	Closed	-$27K	–	414
2020 Q2	$27K	Hold	161	–	–	0.01%	292
2020 Q1	$20K	Hold	161	–	–	0.01%	308
2019 Q4	$22K	Buy	+161	New	+$21.7K	0.01%	315

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Security National Trust's FDN Position: Q3 2021 in Review

Security National Trust held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2021 at 161 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #280.

Security National Trust first reported a position in FDN in Q4 2019 and has held it in 6 quarters since. 494 funds tracked by Wall St. Rank hold FDN as of Q3 2021.

Security National Trust held 161 shares of First Trust Dow Jones Internet Index Fund ETF worth $39K as of Q3 2021.
Security National Trust left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2021.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #280 holding.
Security National Trust first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and has held it in 6 quarters since.
494 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.