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WMS Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

WMS Partners’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
2022
Q3 		– Sell
-2,725
Closed -$346K – 267
2022
Q2 		$346K Buy
+2,725
New +$407K 0.05% 172

Other funds holding FDN

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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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WMS Partners's FDN Position: Q3 2022 in Review

WMS Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022, closing a stake of 2,725 shares — an estimated $346K sold.

WMS Partners first reported a position in FDN in Q2 2022 and held it in 1 quarter. The position peaked at $346K in Q2 2022. 406 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

  • WMS Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2022 after selling out during the quarter.
  • WMS Partners sold 2,725 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $346K.
  • WMS Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2022 and held it in 1 quarter.
  • WMS Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $346K in Q2 2022.
  • 406 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on WMS Partners's 13F filing for Q3 2022, filed 8 Nov 2022.