WFG Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

WFG Advisors’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
2017 Q2	$721K	Buy	7,613 +623	+9%	+$57.8K	0.16%	148
2017 Q1	$615K	Buy	+6,990	New	+$602K	0.16%	140
2016 Q4	–	Sell	-7,104	Closed	-$579K	–	1610
2016 Q3	$579K	Hold	7,104	–	–	0.14%	165
2016 Q2	$512K	Buy	7,104 +208	+3%	+$14.7K	0.14%	170
2016 Q1	$471K	Sell	6,896 -127	-2%	-$8.34K	0.14%	170
2015 Q4	$524K	Buy	7,023 +62	+0.9%	+$4.59K	0.16%	157
2015 Q3	$460K	Buy	6,961 +482	+7%	+$33.5K	0.14%	164
2015 Q2	$435K	Buy	6,479 +285	+5%	+$19.1K	0.12%	189
2015 Q1	$402K	Buy	6,194 +1,220	+25%	+$77K	0.11%	204
2014 Q4	$305K	Buy	4,974 +2,821	+131%	+$170K	0.06%	331
2014 Q3	$131K	Buy	2,153 +456	+27%	+$27.6K	0.02%	566
2014 Q2	$101K	Sell	1,697 -608	-26%	-$34.4K	0.02%	659
2014 Q1	$136K	Sell	2,305 -678	-23%	-$41.7K	0.03%	534
2013 Q4	$179K	Sell	2,983 -42	-1%	-$2.34K	0.03%	556
2013 Q3	$163K	Buy	3,025 +1,536	+103%	+$77.2K	0.03%	545
2013 Q2	$68K	Buy	+1,489	New	+$66K	0.01%	775

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WFG Advisors's FDN Position: Q2 2017 in Review

WFG Advisors increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 8.9% in Q2 2017, buying an estimated $57.8K and bringing the position to 7,613 shares worth $721K. The position accounts for 0.16% of the portfolio, ranked #148.

WFG Advisors first reported a position in FDN in Q2 2013 and has held it in 16 quarters since. 222 funds tracked by Wall St. Rank hold FDN as of Q2 2017.

WFG Advisors held 7,613 shares of First Trust Dow Jones Internet Index Fund ETF worth $721K as of Q2 2017.
WFG Advisors bought 623 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2017, an estimated $57.8K.
First Trust Dow Jones Internet Index Fund ETF made up 0.16% of WFG Advisors's portfolio in Q2 2017, its #148 holding.
WFG Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2013 and has held it in 16 quarters since.
222 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.