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Aveo Capital Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Aveo Capital Partners’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
Q2 		– Sell
-7,694
Closed -$1.55M – 335
2024
Q1 		$1.55M Sell
7,694
-2
-0% -$395 0.17% 109
2023
Q4 		$1.44M Sell
7,696
-5,355
-41% -$895K 0.17% 104
2023
Q3 		$2.08M Hold
13,051
– – 0.27% 89
2023
Q2 		$2.13M Buy
13,051
+6,745
+107% +$1.01M 0.27% 85
2023
Q1 		$932K Hold
6,306
– – 0.12% 120
2022
Q4 		$777K Sell
6,306
-3,712
-37% -$472K 0.12% 139
2022
Q3 		$1.26M Sell
10,018
-840
-8% -$117K 0.22% 88
2022
Q2 		$1.38M Sell
10,858
-1,246
-10% -$186K 0.23% 93
2022
Q1 		$2.27M Buy
12,104
+5,479
+83% +$1.04M 0.4% 68
2021
Q4 		$1.5M Buy
6,625
+458
+7% +$108K 0.27% 82
2021
Q3 		$1.46M Buy
6,167
+1,394
+29% +$341K 0.3% 76
2021
Q2 		$1.17M Sell
4,773
-1,697
-26% -$388K 0.26% 86
2021
Q1 		$1.41M Buy
+6,470
New +$1.44M 0.36% 62
2020
Q4 		– Sell
-1,569
Closed -$295K – 92
2020
Q3 		$295K Buy
+1,569
New +$290K 0.11% 154
2018
Q4 		– Sell
-19,778
Closed -$2.53M – 133
2018
Q3 		$2.53M Buy
19,778
+3,342
+20% +$474K 1.13% 19
2018
Q2 		$2.26M Buy
+16,436
New +$2.15M 1% 19
2018
Q1 		– Sell
-18,859
Closed -$2.07M – 147
2017
Q4 		$2.07M Buy
18,859
+1,166
+7% +$125K 0.69% 21
2017
Q3 		$1.81M Sell
17,693
-934
-5% -$92.6K 0.63% 26
2017
Q2 		$1.76M Buy
+18,627
New +$1.73M 0.62% 23

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aveo Capital Partners's FDN Position: Q2 2024 in Review

Aveo Capital Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2024, closing a stake of 7,694 shares — an estimated $1.55M sold.

Aveo Capital Partners first reported a position in FDN in Q2 2017 and held it in 19 quarters. The position peaked at $2.53M in Q3 2018. 500 funds tracked by Wall St. Rank hold FDN as of Q2 2024.

  • Aveo Capital Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 7,694 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2024, an estimated $1.55M.
  • Aveo Capital Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2017 and held it in 19 quarters.
  • Aveo Capital Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.53M in Q3 2018.
  • 500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.