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

Arete Wealth 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 Q1	–	Sell	-3,050	Closed	-$569K	–	487
2023 Q4	$569K	Buy	+3,050	New	+$510K	0.04%	371
2021 Q3	–	Sell	-1,952	Closed	-$473K	–	423
2021 Q2	$473K	Sell	1,952 -6	-0.3%	-$1.37K	0.07%	217
2021 Q1	$427K	Sell	1,958 -51	-3%	-$11.3K	0.05%	261
2020 Q4	$426K	Sell	2,009 -12,213	-86%	-$2.47M	0.06%	258
2020 Q3	$2.68M	Buy	14,222 +8,081	+132%	+$1.49M	0.4%	56
2020 Q2	$1.05M	Buy	+6,141	New	+$937K	0.18%	134

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Arete Wealth Advisors's FDN Position: Q1 2024 in Review

Arete Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024, closing a stake of 3,050 shares — an estimated $569K sold.

Arete Wealth Advisors first reported a position in FDN in Q2 2020 and held it in 6 quarters. The position peaked at $2.68M in Q3 2020. 510 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

Arete Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 3,050 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $569K.
Arete Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and held it in 6 quarters.
Arete Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.68M in Q3 2020.
510 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.