Stuart Chaussee & Associates’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Stuart Chaussee & Associates’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
2021 Q2	–	Sell	-2,619	Closed	-$571K	–	185
2021 Q1	$571K	Hold	2,619	–	–	0.22%	15
2020 Q4	$556K	Hold	2,619	–	–	0.22%	12
2020 Q3	$493K	Buy	2,619 +2,305	+734%	+$425K	0.22%	14
2020 Q2	$54K	Buy	+314	New	+$47.9K	0.03%	33

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stuart Chaussee & Associates's FDN Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2021, closing a stake of 2,619 shares — an estimated $571K sold.

Stuart Chaussee & Associates first reported a position in FDN in Q2 2020 and held it in 4 quarters. The position peaked at $571K in Q1 2021. 489 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

Stuart Chaussee & Associates reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2021 after selling out during the quarter.
Stuart Chaussee & Associates sold 2,619 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2021, an estimated $571K.
Stuart Chaussee & Associates first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and held it in 4 quarters.
Stuart Chaussee & Associates's First Trust Dow Jones Internet Index Fund ETF position peaked at $571K in Q1 2021.
489 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.