TCI Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

TCI Wealth 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
2021 Q4	–	Sell	-58	Closed	-$14K	–	2350
2021 Q3	$14K	Buy	+58	New	+$14.2K	﹤0.01%	865
2020 Q2	–	Sell	-17	Closed	-$2K	–	1519
2020 Q1	$2K	Sell	17 -129	-88%	-$17.9K	﹤0.01%	1009
2019 Q4	$20K	Sell	146 -6	-4%	-$810	0.01%	548
2019 Q3	$20K	Buy	152 +23	+18%	+$3.25K	0.01%	495
2019 Q2	$19K	Buy	129 +121	+1,513%	+$17.3K	0.01%	481
2019 Q1	$1K	Buy	+8	New	+$1.07K	﹤0.01%	1208
2014 Q4	–	Sell	-39	Closed	-$2K	–	902
2014 Q3	$2K	Hold	39	–	–	﹤0.01%	727
2014 Q2	$2K	Hold	39	–	–	﹤0.01%	748
2014 Q1	$2K	Buy	+39	New	+$2.4K	﹤0.01%	707

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

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

TCI Wealth Advisors's FDN Position: Q4 2021 in Review

TCI Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2021, closing a stake of 58 shares — an estimated $14K sold.

TCI Wealth Advisors first reported a position in FDN in Q1 2014 and held it in 9 quarters. The position peaked at $20K in Q4 2019. 534 funds tracked by Wall St. Rank hold FDN as of Q4 2021.

TCI Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 58 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2021, an estimated $14K.
TCI Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2014 and held it in 9 quarters.
TCI Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $20K in Q4 2019.
534 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.