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

Summit 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
2020 Q3	–	Sell	-2,691	Closed	-$459K	–	151
2020 Q2	$459K	Sell	2,691 -322	-11%	-$49.1K	0.15%	92
2020 Q1	$373K	Buy	3,013 +58	+2%	+$8.04K	0.15%	73
2019 Q4	$411K	Buy	+2,955	New	+$399K	0.14%	74

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

Summit Wealth Partners's FDN Position: Q3 2020 in Review

Summit Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2020, closing a stake of 2,691 shares — an estimated $459K sold.

Summit Wealth Partners first reported a position in FDN in Q4 2019 and held it in 3 quarters. The position peaked at $459K in Q2 2020. 428 funds tracked by Wall St. Rank hold FDN as of Q3 2020.

Summit Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2020 after selling out during the quarter.
Summit Wealth Partners sold 2,691 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2020, an estimated $459K.
Summit Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 3 quarters.
Summit Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $459K in Q2 2020.
428 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2020.

Based on Summit Wealth Partners's 13F filing for Q3 2020, filed 10 Sep 2024.