Addison Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Addison Advisors’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
2024 Q3	–	Sell	-21	Closed	-$4.3K	–	847
2024 Q2	$4.3K	Hold	21	–	–	﹤0.01%	649
2024 Q1	$4.31K	Buy	+21	New	+$4.14K	﹤0.01%	582

Other funds holding FDN

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Addison Advisors's FDN Position: Q3 2024 in Review

Addison Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2024, closing a stake of 21 shares — an estimated $4.3K sold.

Addison Advisors first reported a position in FDN in Q1 2024 and held it in 2 quarters. The position peaked at $4.31K in Q1 2024. 507 funds tracked by Wall St. Rank hold FDN as of Q3 2024.

Addison Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2024 after selling out during the quarter.
Addison Advisors sold 21 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2024, an estimated $4.3K.
Addison Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and held it in 2 quarters.
Addison Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $4.31K in Q1 2024.
507 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2024.

Based on Addison Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.