Stonebridge Capital Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Stonebridge Capital Advisors’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 Q3	–	Sell	-40	Closed	-$5K	–	1035
2022 Q2	$5K	Sell	40 -8	-17%	-$1.2K	﹤0.01%	705
2022 Q1	$9K	Sell	48 -26	-35%	-$4.95K	﹤0.01%	680
2021 Q4	$17K	Hold	74	–	–	﹤0.01%	533
2021 Q3	$17K	Hold	74	–	–	﹤0.01%	522
2021 Q2	$18K	Buy	+74	New	+$16.9K	﹤0.01%	642
2020 Q3	–	Sell	-134	Closed	-$23K	–	358
2020 Q2	$23K	Hold	134	–	–	﹤0.01%	381
2020 Q1	$17K	Hold	134	–	–	﹤0.01%	407
2019 Q4	$19K	Hold	134	–	–	﹤0.01%	452
2019 Q3	$18K	Buy	+134	New	+$18.9K	﹤0.01%	467

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Stonebridge Capital Advisors's FDN Position: Q3 2022 in Review

Stonebridge Capital Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022, closing a stake of 40 shares — an estimated $5K sold.

Stonebridge Capital Advisors first reported a position in FDN in Q3 2019 and held it in 9 quarters. The position peaked at $23K in Q2 2020. 406 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

Stonebridge Capital Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 40 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $5K.
Stonebridge Capital Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2019 and held it in 9 quarters.
Stonebridge Capital Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $23K in Q2 2020.
406 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.