AWA
Arete Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,050
| Closed | -$569K | – | 487 |
|
|
2023
Q4 | $569K | Buy |
+3,050
| New | +$569K | 0.04% | 371 |
|
|
2021
Q3 | – | Sell |
-1,952
| Closed | -$473K | – | 423 |
|
|
2021
Q2 | $473K | Sell |
1,952
-6
| -0.3% | -$1.45K | 0.07% | 217 |
|
|
2021
Q1 | $427K | Sell |
1,958
-51
| -3% | -$11.1K | 0.05% | 261 |
|
|
2020
Q4 | $426K | Sell |
2,009
-12,213
| -86% | -$2.59M | 0.06% | 258 |
|
|
2020
Q3 | $2.68M | Buy |
14,222
+8,081
| +132% | +$1.52M | 0.4% | 56 |
|
|
2020
Q2 | $1.05M | Buy |
+6,141
| New | +$1.05M | 0.18% | 134 |
|