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

Squar Milner 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
2018
Q3 		– Sell
-149
Closed -$21K – 786
2018
Q2 		$21K Buy
+149
New +$19.5K 0.02% 472

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Squar Milner Financial Services's FDN Position: Q3 2018 in Review

Squar Milner Financial Services sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2018, closing a stake of 149 shares — an estimated $21K sold.

Squar Milner Financial Services first reported a position in FDN in Q2 2018 and held it in 1 quarter. The position peaked at $21K in Q2 2018. 326 funds tracked by Wall St. Rank hold FDN as of Q3 2018.

  • Squar Milner Financial Services reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 149 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2018, an estimated $21K.
  • Squar Milner Financial Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $21K in Q2 2018.
  • 326 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.