Vaughan & Co Securities’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Vaughan & Co Securities’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	-1,300	Closed	-$244K	–	53
2022 Q1	$244K	Buy	+1,300	New	+$248K	0.17%	56
2020 Q2	–	Sell	-300	Closed	-$37.1K	–	81
2020 Q1	$37.1K	Sell	300 -250	-45%	-$34.7K	0.05%	95
2019 Q4	$76.5K	Buy	+550	New	+$74.2K	0.07%	76

Other funds holding FDN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Vaughan & Co Securities's FDN Position: Q2 2022 in Review

Vaughan & Co Securities sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,300 shares — an estimated $244K sold.

Vaughan & Co Securities first reported a position in FDN in Q4 2019 and held it in 3 quarters. The position peaked at $244K in Q1 2022. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Vaughan & Co Securities reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Vaughan & Co Securities sold 1,300 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $244K.
Vaughan & Co Securities first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 3 quarters.
Vaughan & Co Securities's First Trust Dow Jones Internet Index Fund ETF position peaked at $244K 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 Vaughan & Co Securities's 13F filing for Q2 2022, filed 21 Jul 2022.