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Winslow Evans & Crocker’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$1.44M Buy
6,792
+4,592
+209% +$929K 0.27% 83
2020
Q3 		$414K Buy
2,200
+110
+5% +$20.3K 0.1% 188
2020
Q2 		$357K Hold
2,090
– – 0.1% 203
2020
Q1 		$262K Sell
2,090
-26
-1% -$3.6K 0.09% 215
2019
Q4 		$296K Hold
2,116
– – 0.08% 240
2019
Q3 		$288K Hold
2,116
– – 0.08% 242
2019
Q2 		$306K Buy
2,116
+170
+9% +$24.3K 0.09% 239
2019
Q1 		$272K Buy
1,946
+50
+3% +$6.66K 0.08% 254
2018
Q4 		$222K Buy
1,896
+350
+23% +$43.5K 0.07% 249
2018
Q3 		$220K Sell
1,546
-30
-2% -$4.25K 0.07% 252
2018
Q2 		$218K Buy
1,576
+860
+120% +$113K 0.07% 240
2018
Q1 		$86.2K Buy
716
+130
+22% +$15.7K 0.03% 377
2017
Q4 		$64.3K Buy
586
+90
+18% +$9.67K 0.02% 445
2017
Q3 		$50.7K Sell
496
-236
-32% -$23.4K 0.02% 474
2017
Q2 		$69.3K Buy
732
+120
+20% +$11.1K 0.02% 490
2017
Q1 		$53.9K Sell
612
-966
-61% -$83.2K 0.02% 520
2016
Q4 		$126K Sell
1,578
-62
-4% -$5K 0.04% 362
2016
Q3 		$134K Sell
1,640
-76
-4% -$5.92K 0.04% 354
2016
Q2 		$124K Buy
1,716
+1
+0.1% +$71 0.04% 342
2016
Q1 		$117K Sell
1,715
-4,291
-71% -$282K 0.04% 337
2015
Q4 		$448K Buy
6,006
+3,310
+123% +$245K 0.13% 169
2015
Q3 		$178K Sell
2,696
-100
-4% -$6.95K 0.06% 293
2015
Q2 		$188K Hold
2,796
– – 0.05% 317
2015
Q1 		$181K Hold
2,796
– – 0.05% 314
2014
Q4 		$171K Hold
2,796
– – 0.05% 310
2014
Q3 		$170K Buy
2,796
+601
+27% +$36.4K 0.05% 327
2014
Q2 		$131K Hold
2,195
– – 0.04% 325
2014
Q1 		$130K Buy
2,195
+50
+2% +$3.08K 0.04% 318
2013
Q4 		$128K Buy
+2,145
New +$119K 0.04% 338

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winslow Evans & Crocker's FDN Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 209% in Q4 2020, buying an estimated $929K and bringing the position to 6,792 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #83.

Winslow Evans & Crocker first reported a position in FDN in Q4 2013 and has held it in 29 quarters since. 500 funds tracked by Wall St. Rank hold FDN as of Q4 2020.

  • Winslow Evans & Crocker held 6,792 shares of First Trust Dow Jones Internet Index Fund ETF worth $1.44M as of Q4 2020.
  • Winslow Evans & Crocker bought 4,592 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2020, an estimated $929K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.27% of Winslow Evans & Crocker's portfolio in Q4 2020, its #83 holding.
  • Winslow Evans & Crocker first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2013 and has held it in 29 quarters since.
  • 500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.