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Wellington Shields & Co’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Wellington Shields & Co’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
-1,066
Closed -$232K – 213
2021
Q1 		$232K Buy
+1,066
New +$237K 0.08% 175

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wellington Shields & Co's FDN Position: Q2 2021 in Review

Wellington Shields & Co sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2021, closing a stake of 1,066 shares — an estimated $232K sold.

Wellington Shields & Co first reported a position in FDN in Q1 2021 and held it in 1 quarter. The position peaked at $232K in Q1 2021. 488 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

  • Wellington Shields & Co reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2021 after selling out during the quarter.
  • Wellington Shields & Co sold 1,066 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2021, an estimated $232K.
  • Wellington Shields & Co first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2021 and held it in 1 quarter.
  • Wellington Shields & Co's First Trust Dow Jones Internet Index Fund ETF position peaked at $232K 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 Wellington Shields & Co's 13F filing for Q2 2021, filed 12 Aug 2021.