Winthrop Advisory Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Winthrop Advisory Group’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	–	Sell	-2,670	Closed	-$509K	–	134
2020 Q3	$509K	Buy	+2,670	New	+$493K	0.16%	54

Other funds holding FDN

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

RJA

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

Winthrop Advisory Group's FDN Position: Q4 2020 in Review

Winthrop Advisory Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2020, closing a stake of 2,670 shares — an estimated $509K sold.

Winthrop Advisory Group first reported a position in FDN in Q3 2020 and held it in 1 quarter. The position peaked at $509K in Q3 2020. 501 funds tracked by Wall St. Rank hold FDN as of Q4 2020.

Winthrop Advisory Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2020 after selling out during the quarter.
Winthrop Advisory Group sold 2,670 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2020, an estimated $509K.
Winthrop Advisory Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 1 quarter.
Winthrop Advisory Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $509K in Q3 2020.
501 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2020.

Based on Winthrop Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.