WealthTrust-Arizona’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$21K	Hold	179	–	–	0.01%	257
2018 Q3	$25K	Hold	179	–	–	0.01%	239
2018 Q2	$25K	Buy	179 +123	+220%	+$16.1K	0.01%	226
2018 Q1	$7K	Buy	+56	New	+$6.78K	﹤0.01%	453

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

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

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust-Arizona's FDN Position: Q4 2018 in Review

WealthTrust-Arizona held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q4 2018 at 179 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #257.

WealthTrust-Arizona first reported a position in FDN in Q1 2018 and has held it in 4 quarters since. The position peaked at $25K in Q3 2018. 329 funds tracked by Wall St. Rank hold FDN as of Q4 2018.

WealthTrust-Arizona held 179 shares of First Trust Dow Jones Internet Index Fund ETF worth $21K as of Q4 2018.
WealthTrust-Arizona left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q4 2018.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #257 holding.
WealthTrust-Arizona first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and has held it in 4 quarters since.
WealthTrust-Arizona's First Trust Dow Jones Internet Index Fund ETF position peaked at $25K in Q3 2018.
329 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.