VisionPoint Advisory Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

VisionPoint Advisory Group’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 Q2	–	Sell	-3,248	Closed	-$708K	–	98
2021 Q1	$708K	Hold	3,248	–	–	0.34%	70
2020 Q4	$689K	Sell	3,248 -32	-1%	-$6.47K	0.35%	63
2020 Q3	$618K	Buy	3,280 +206	+7%	+$38K	0.27%	53
2020 Q2	$541K	Buy	+3,074	New	+$469K	0.22%	51

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VisionPoint Advisory Group's FDN Position: Q2 2021 in Review

VisionPoint Advisory Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2021, closing a stake of 3,248 shares — an estimated $708K sold.

VisionPoint Advisory Group first reported a position in FDN in Q2 2020 and held it in 4 quarters. The position peaked at $708K in Q1 2021. 488 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

VisionPoint Advisory Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2021 after selling out during the quarter.
VisionPoint Advisory Group sold 3,248 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2021, an estimated $708K.
VisionPoint Advisory Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and held it in 4 quarters.
VisionPoint Advisory Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $708K in Q1 2021.
488 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2021.

Based on VisionPoint Advisory Group's 13F filing for Q2 2021, filed 10 Aug 2021.