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Telemus Capital’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Telemus Capital’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
2022
Q2 		– Sell
-1,131
Closed -$212K – 356
2022
Q1 		$212K Buy
+1,131
New +$215K 0.02% 327

Other funds holding FDN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
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
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

Telemus Capital's FDN Position: Q2 2022 in Review

Telemus Capital sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,131 shares — an estimated $212K sold.

Telemus Capital first reported a position in FDN in Q1 2022 and held it in 1 quarter. The position peaked at $212K in Q1 2022. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

  • Telemus Capital reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
  • Telemus Capital sold 1,131 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $212K.
  • Telemus Capital first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2022 and held it in 1 quarter.
  • Telemus Capital's First Trust Dow Jones Internet Index Fund ETF position peaked at $212K in Q1 2022.
  • 424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Telemus Capital's 13F filing for Q2 2022, filed 3 Aug 2022.