Stonebridge Financial Planning Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Stonebridge Financial Planning Group’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	-931	Closed	-$176K	–	190
2021 Q4	$176K	Hold	931	–	–	0.09%	129
2021 Q3	$228K	Hold	931	–	–	0.11%	112
2021 Q2	$230K	Buy	931 +16	+2%	+$3.66K	0.12%	113
2021 Q1	$212K	Buy	915 +20	+2%	+$4.45K	0.12%	108
2020 Q4	$190K	Hold	895	–	–	0.12%	106
2020 Q3	$178K	Buy	895 +150	+20%	+$27.7K	0.13%	94
2020 Q2	$130K	Buy	745 +160	+27%	+$24.4K	0.11%	111
2020 Q1	$77K	Sell	585 -110	-16%	-$15.3K	0.08%	140
2019 Q4	$97K	Buy	+695	New	+$93.8K	0.09%	132

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

Stonebridge Financial Planning Group's FDN Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 931 shares — an estimated $176K sold.

Stonebridge Financial Planning Group first reported a position in FDN in Q4 2019 and held it in 9 quarters. The position peaked at $230K in Q2 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 931 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $176K.
Stonebridge Financial Planning Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $230K in Q2 2021.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.