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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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