Baldrige Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Baldrige Asset 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
2023 Q1	$7K	Hold	46	–	–	﹤0.01%	277
2022 Q4	$6K	Hold	46	–	–	﹤0.01%	262
2022 Q3	$6K	Hold	46	–	–	﹤0.01%	259
2022 Q2	$6K	Hold	46	–	–	﹤0.01%	264
2022 Q1	$9K	Sell	46 -66	-59%	-$12.6K	﹤0.01%	264
2021 Q4	$25K	Hold	112	–	–	0.01%	216
2021 Q3	$26K	Hold	112	–	–	0.01%	213
2021 Q2	$27K	Buy	+112	New	+$25.6K	0.01%	214

Other funds holding FDN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Baldrige Asset Management's FDN Position: Q1 2023 in Review

Baldrige Asset Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q1 2023 at 46 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Baldrige Asset Management first reported a position in FDN in Q2 2021 and has held it in 8 quarters since. The position peaked at $27K in Q2 2021. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

Baldrige Asset Management held 46 shares of First Trust Dow Jones Internet Index Fund ETF worth $7K as of Q1 2023.
Baldrige Asset Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q1 2023.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #277 holding.
Baldrige Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $27K in Q2 2021.
411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.