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

Alterna 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	-1,871	Closed	-$277K	–	115
2023 Q1	$277K	Sell	1,871 -97	-5%	-$13.4K	0.35%	58
2022 Q4	$242K	Sell	1,968 -408	-17%	-$51.8K	0.27%	67
2022 Q3	$300K	Sell	2,376 -81	-3%	-$11.3K	0.36%	53
2022 Q2	$312K	Hold	2,457	–	–	0.32%	59
2022 Q1	$462K	Sell	2,457 -1,144	-32%	-$218K	0.39%	52
2021 Q4	$814K	Buy	+3,601	New	+$853K	0.68%	43
2020 Q4	$485K	Sell	2,286 -428	-16%	-$86.6K	0.61%	43
2020 Q3	$511K	Sell	2,714 -407	-13%	-$75.1K	0.74%	35
2020 Q2	$532K	Buy	3,121 +32	+1%	+$4.88K	0.64%	35
2020 Q1	$382K	Sell	3,089 -322	-9%	-$44.7K	0.55%	41
2019 Q4	$475K	Sell	3,411 -146	-4%	-$19.7K	0.53%	46
2019 Q3	$479K	Sell	3,557 -38	-1%	-$5.37K	0.57%	42
2019 Q2	$517K	Sell	3,595 -104	-3%	-$14.8K	0.62%	44
2019 Q1	$514K	Sell	3,699 -310	-8%	-$41.3K	0.43%	59
2018 Q4	$468K	Buy	+4,009	New	+$499K	0.08%	187

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

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

Alterna Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2023, closing a stake of 1,871 shares — an estimated $277K sold.

Alterna Wealth Management first reported a position in FDN in Q4 2018 and held it in 15 quarters. The position peaked at $814K in Q4 2021. 433 funds tracked by Wall St. Rank hold FDN as of Q2 2023.

Alterna Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2023 after selling out during the quarter.
Alterna Wealth Management sold 1,871 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2023, an estimated $277K.
Alterna Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 15 quarters.
Alterna Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $814K in Q4 2021.
433 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.