Wealthspire Advisors (Maryland)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-218	Closed	-$30K	–	979
2019 Q1	$30K	Sell	218 -802	-79%	-$107K	﹤0.01%	1108
2018 Q4	$119K	Hold	1,020	–	–	0.01%	549
2018 Q3	$144K	Hold	1,020	–	–	0.01%	552
2018 Q2	$140K	Hold	1,020	–	–	0.01%	575
2018 Q1	$123K	Sell	1,020 -20	-2%	-$2.42K	0.01%	633
2017 Q4	$114K	Hold	1,040	–	–	0.01%	663
2017 Q3	$106K	Buy	+1,040	New	+$103K	0.01%	682

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Wealthspire Advisors (Maryland)'s FDN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2019, closing a stake of 218 shares — an estimated $30K sold.

Wealthspire Advisors (Maryland) first reported a position in FDN in Q3 2017 and held it in 7 quarters. The position peaked at $144K in Q3 2018. 356 funds tracked by Wall St. Rank hold FDN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 218 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2019, an estimated $30K.
Wealthspire Advisors (Maryland) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $144K in Q3 2018.
356 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.