Wealth Advisory Solutions’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Wealth Advisory Solutions’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 Q3	$201K	Hold	850	–	–	0.04%	179
2021 Q2	$208K	Buy	+850	New	+$194K	0.05%	160
2021 Q1	–	Sell	-1,214	Closed	-$257K	–	153
2020 Q4	$257K	Buy	+1,214	New	+$246K	0.07%	135

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

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 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

RJFSA

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

RJA

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

Wealth Advisory Solutions's FDN Position: Q3 2021 in Review

Wealth Advisory Solutions held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2021 at 850 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #179.

Wealth Advisory Solutions first reported a position in FDN in Q4 2020 and has held it in 3 quarters since. The position peaked at $257K in Q4 2020. 493 funds tracked by Wall St. Rank hold FDN as of Q3 2021.

Wealth Advisory Solutions held 850 shares of First Trust Dow Jones Internet Index Fund ETF worth $201K as of Q3 2021.
Wealth Advisory Solutions left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2021.
First Trust Dow Jones Internet Index Fund ETF made up 0.04% of Wealth Advisory Solutions's portfolio in Q3 2021, its #179 holding.
Wealth Advisory Solutions first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 3 quarters since.
Wealth Advisory Solutions's First Trust Dow Jones Internet Index Fund ETF position peaked at $257K in Q4 2020.
493 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.