SHJ
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Sharkey, Howes & Javer’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Sharkey, Howes & Javer’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
2015
Q2 		– Sell
-530
Closed -$34K – 207
2015
Q1 		$34K Buy
+530
New +$33.5K 0.02% 128

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Sharkey, Howes & Javer's FDN Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2015, closing a stake of 530 shares — an estimated $34K sold.

Sharkey, Howes & Javer first reported a position in FDN in Q1 2015 and held it in 1 quarter. The position peaked at $34K in Q1 2015. 135 funds tracked by Wall St. Rank hold FDN as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 530 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2015, an estimated $34K.
  • Sharkey, Howes & Javer first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's First Trust Dow Jones Internet Index Fund ETF position peaked at $34K in Q1 2015.
  • 135 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.