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Axiom Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Axiom Investment 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
2022
Q4 		– Sell
-30
Closed -$4K – 208
2022
Q3 		$4K Buy
+30
New +$4.18K 0.01% 303
2022
Q1 		– Sell
-4,575
Closed -$1.03M – 114
2021
Q4 		$1.03M Buy
4,575
+75
+2% +$17.8K 1% 22
2021
Q3 		$1.06M Buy
4,500
+30
+0.7% +$7.34K 1.07% 23
2021
Q2 		$1.09M Sell
4,470
-1,095
-20% -$250K 0.85% 35
2021
Q1 		$1.21M Sell
5,565
-583
-9% -$130K 0.99% 26
2020
Q4 		$2.07K Sell
6,148
-3,627
-37% -$734K 1.89% 14
2020
Q3 		$1.84M Sell
9,775
-1,100
-10% -$203K 2.08% 14
2020
Q2 		$1.85M Buy
10,875
+1,550
+17% +$237K 2.45% 9
2020
Q1 		$1.15M Sell
9,325
-7,075
-43% -$981K 2.04% 10
2019
Q4 		$2.29M Sell
16,400
-700
-4% -$94.5K 3.28% 6
2019
Q3 		$2.3M Buy
17,100
+75
+0.4% +$10.6K 1.76% 11
2019
Q2 		$2.45M Buy
17,025
+100
+0.6% +$14.3K 0.44% 53
2019
Q1 		$2.36M Buy
16,925
+7,830
+86% +$1.04M 0.45% 58
2018
Q4 		$1.06M Buy
+9,095
New +$1.13M 0.22% 98

Other funds holding FDN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Axiom Investment Management's FDN Position: Q4 2022 in Review

Axiom Investment Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 30 shares — an estimated $4K sold.

Axiom Investment Management first reported a position in FDN in Q4 2018 and held it in 14 quarters. The position peaked at $2.45M in Q2 2019. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

  • Axiom Investment Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 30 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $4K.
  • Axiom Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 14 quarters.
  • Axiom Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.45M in Q2 2019.
  • 400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.