Winch Advisory Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Winch Advisory Services’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	-35	Closed	-$8K	–	493
2021 Q1	$8K	Hold	35	–	–	﹤0.01%	265
2020 Q4	$7K	Hold	35	–	–	﹤0.01%	261
2020 Q3	$7K	Hold	35	–	–	﹤0.01%	239
2020 Q2	$6K	Hold	35	–	–	﹤0.01%	244
2020 Q1	$4K	Hold	35	–	–	﹤0.01%	237
2019 Q4	$5K	Hold	35	–	–	﹤0.01%	255
2019 Q3	$5K	Hold	35	–	–	﹤0.01%	238
2019 Q2	$5K	Hold	35	–	–	﹤0.01%	248
2019 Q1	$5K	Hold	35	–	–	﹤0.01%	241
2018 Q4	$4K	Hold	35	–	–	﹤0.01%	238
2018 Q3	$5K	Hold	35	–	–	﹤0.01%	227
2018 Q2	$5K	Hold	35	–	–	﹤0.01%	230
2018 Q1	$4K	Hold	35	–	–	﹤0.01%	232
2017 Q4	$4K	Hold	35	–	–	﹤0.01%	229
2017 Q3	$4K	Sell	35 -2,674	-99%	-$265K	﹤0.01%	220
2017 Q2	$257K	Hold	2,709	–	–	0.16%	71
2017 Q1	$239K	Buy	2,709 +2,674	+7,640%	+$230K	0.15%	77
2016 Q4	$3K	Buy	+35	New	+$2.82K	﹤0.01%	205
2015 Q3	–	Sell	-1,012	Closed	-$68K	–	248
2015 Q2	$68K	Buy	+1,012	New	+$67.9K	0.04%	105

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Winch Advisory Services's FDN Position: Q2 2021 in Review

Winch Advisory Services sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2021, closing a stake of 35 shares — an estimated $8K sold.

Winch Advisory Services first reported a position in FDN in Q2 2015 and held it in 19 quarters. The position peaked at $257K in Q2 2017. 489 funds tracked by Wall St. Rank hold FDN as of Q2 2021.

Winch Advisory Services reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2021 after selling out during the quarter.
Winch Advisory Services sold 35 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2021, an estimated $8K.
Winch Advisory Services first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2015 and held it in 19 quarters.
Winch Advisory Services's First Trust Dow Jones Internet Index Fund ETF position peaked at $257K in Q2 2017.
489 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2021.

Based on Winch Advisory Services's 13F filing for Q2 2021, filed 5 Aug 2021.