Sterling Investment Advisors (Pennsylvania)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020 Q3	–	Sell	-128	Closed	-$21K	–	437
2020 Q2	$21K	Hold	128	–	–	0.01%	287
2020 Q1	$15K	Hold	128	–	–	0.01%	293
2019 Q4	$17K	Hold	128	–	–	0.01%	307
2019 Q3	$17K	Hold	128	–	–	0.01%	307
2019 Q2	$18K	Buy	+128	New	+$18.3K	0.01%	304

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s FDN Position: Q3 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2020, closing a stake of 128 shares — an estimated $21K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FDN in Q2 2019 and held it in 5 quarters. The position peaked at $21K in Q2 2020. 429 funds tracked by Wall St. Rank hold FDN as of Q3 2020.

Sterling Investment Advisors (Pennsylvania) reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2020 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 128 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2020, an estimated $21K.
Sterling Investment Advisors (Pennsylvania) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2019 and held it in 5 quarters.
Sterling Investment Advisors (Pennsylvania)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $21K in Q2 2020.
429 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2020, filed 26 Oct 2020.