Smith, Moore & Co’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Smith, Moore & Co’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	-1,084	Closed	-$245K	–	426
2021 Q4	$245K	Buy	1,084 +217	+25%	+$51.4K	0.03%	361
2021 Q3	$205K	Buy	+867	New	+$212K	0.03%	380

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

Smith, Moore & Co's FDN Position: Q1 2022 in Review

Smith, Moore & Co sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 1,084 shares — an estimated $245K sold.

Smith, Moore & Co first reported a position in FDN in Q3 2021 and held it in 2 quarters. The position peaked at $245K in Q4 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Smith, Moore & Co reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Smith, Moore & Co sold 1,084 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $245K.
Smith, Moore & Co first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2021 and held it in 2 quarters.
Smith, Moore & Co's First Trust Dow Jones Internet Index Fund ETF position peaked at $245K in Q4 2021.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Smith, Moore & Co's 13F filing for Q1 2022, filed 12 May 2022.