Accel Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-679	Closed	-$100K	–	398
2023 Q1	$100K	Sell	679 -54	-7%	-$7.46K	0.04%	323
2022 Q4	$90.3K	Hold	733	–	–	0.04%	255
2022 Q3	$99K	Hold	733	–	–	0.05%	249
2022 Q2	$97K	Sell	733 -500	-41%	-$74.7K	0.06%	243
2022 Q1	$233K	Sell	1,233 -77	-6%	-$14.7K	0.12%	137
2021 Q4	$296K	Sell	1,310 -52	-4%	-$12.3K	0.15%	118
2021 Q3	$321K	Hold	1,362	–	–	0.21%	83
2021 Q2	$333K	Sell	1,362 -100	-7%	-$22.9K	0.22%	87
2021 Q1	$319K	Sell	1,462 -271	-16%	-$60.3K	0.26%	80
2020 Q4	$368K	Buy	+1,733	New	+$351K	0.34%	61

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Accel Wealth Management's FDN Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2023, closing a stake of 679 shares — an estimated $100K sold.

Accel Wealth Management first reported a position in FDN in Q4 2020 and held it in 10 quarters. The position peaked at $368K in Q4 2020. 433 funds tracked by Wall St. Rank hold FDN as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 679 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2023, an estimated $100K.
Accel Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $368K in Q4 2020.
433 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.