Strategic Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-3,009	Closed	-$396	–	250
2019 Q3	$396	Sell	3,009 -316	-10%	-$44.6K	﹤0.01%	230
2019 Q2	$478K	Sell	3,325 -485	-13%	-$69.2K	0.23%	94
2019 Q1	$538K	Sell	3,810 -2,054	-35%	-$274K	0.25%	96
2018 Q4	$800K	Sell	5,864 -14,216	-71%	-$1.77M	0.4%	77
2018 Q3	$2.84M	Buy	20,080 +4,415	+28%	+$626K	1.52%	15
2018 Q2	$2.16M	Buy	15,665 +15,615	+31,230%	+$2.04M	1.25%	13
2018 Q1	$6K	Buy	+50	New	+$6.06K	﹤0.01%	614

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners's FDN Position: Q4 2019 in Review

Strategic Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2019, closing a stake of 3,009 shares — an estimated $396 sold.

Strategic Wealth Partners first reported a position in FDN in Q1 2018 and held it in 7 quarters. The position peaked at $2.84M in Q3 2018. 371 funds tracked by Wall St. Rank hold FDN as of Q4 2019.

Strategic Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 3,009 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2019, an estimated $396.
Strategic Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and held it in 7 quarters.
Strategic Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.84M in Q3 2018.
371 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.