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Waldron Private Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Waldron Private Wealth’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
2020
Q2 		– Sell
-6,840
Closed -$846K – 267
2020
Q1 		$846K Buy
+6,840
New +$949K 0.09% 114

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Waldron Private Wealth's FDN Position: Q2 2020 in Review

Waldron Private Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2020, closing a stake of 6,840 shares — an estimated $846K sold.

Waldron Private Wealth first reported a position in FDN in Q1 2020 and held it in 1 quarter. The position peaked at $846K in Q1 2020. 412 funds tracked by Wall St. Rank hold FDN as of Q2 2020.

  • Waldron Private Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2020 after selling out during the quarter.
  • Waldron Private Wealth sold 6,840 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2020, an estimated $846K.
  • Waldron Private Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2020 and held it in 1 quarter.
  • Waldron Private Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $846K in Q1 2020.
  • 412 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2020.

Based on Waldron Private Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.