Aspiriant LLC’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Aspiriant LLC’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	-2,970	Closed	-$609K	–	296
2024 Q2	$609K	Hold	2,970	–	–	0.02%	176
2024 Q1	$609K	Buy	+2,970	New	+$586K	0.03%	178
2018 Q2	–	Sell	-2,580	Closed	-$311K	–	251
2018 Q1	$311K	Buy	+2,580	New	+$312K	0.03%	191

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

Aspiriant LLC's FDN Position: Q3 2024 in Review

Aspiriant LLC sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2024, closing a stake of 2,970 shares — an estimated $609K sold.

Aspiriant LLC first reported a position in FDN in Q1 2018 and held it in 3 quarters. The position peaked at $609K in Q1 2024. 507 funds tracked by Wall St. Rank hold FDN as of Q3 2024.

Aspiriant LLC reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2024 after selling out during the quarter.
Aspiriant LLC sold 2,970 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2024, an estimated $609K.
Aspiriant LLC first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and held it in 3 quarters.
Aspiriant LLC's First Trust Dow Jones Internet Index Fund ETF position peaked at $609K 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 Aspiriant LLC's 13F filing for Q3 2024, filed 17 Oct 2024.