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Smith Hayes Advisers’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Smith Hayes Advisers’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
Q3 		– Sell
-4,135
Closed -$278K – 302
2015
Q2 		$278K Sell
4,135
-5,305
-56% -$356K 0.06% 261
2015
Q1 		$613K Sell
9,440
-1,245
-12% -$78.6K 0.12% 194
2014
Q4 		$655K Sell
10,685
-180
-2% -$10.8K 0.14% 177
2014
Q3 		$662K Sell
10,865
-9,464
-47% -$573K 0.15% 154
2014
Q2 		$1.21M Buy
20,329
+685
+3% +$38.8K 0.28% 113
2014
Q1 		$1.16M Buy
19,644
+5,268
+37% +$324K 0.29% 109
2013
Q4 		$861K Buy
14,376
+8,871
+161% +$494K 0.28% 108
2013
Q3 		$296K Buy
+5,505
New +$277K 0.11% 184

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG
Swarthmore Group Philadelphia, Pennsylvania $249M AUM 6.76% 1-Year Est. Return