Baron Financial Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Baron Financial Group’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	–	Sell	-8,895	Closed	-$1.1M	–	56
2022 Q4	$1.1M	Sell	8,895 -1,472	-14%	-$187K	0.73%	35
2022 Q3	$1.31M	Buy	10,367 +200	+2%	+$27.9K	0.88%	33
2022 Q2	$1.29M	Buy	10,167 +940	+10%	+$140K	0.85%	27
2022 Q1	$1.73M	Buy	9,227 +130	+1%	+$24.8K	1.01%	25
2021 Q4	$2.06M	Sell	9,097 -20	-0.2%	-$4.74K	1.17%	25
2021 Q3	$2.15M	Buy	9,117 +35	+0.4%	+$8.56K	1.31%	24
2021 Q2	$2.22M	Buy	9,082 +125	+1%	+$28.6K	1.38%	24
2021 Q1	$1.95M	Buy	8,957 +395	+5%	+$87.9K	1.35%	23
2020 Q4	$1.82M	Sell	8,562 -5	-0.1%	-$1.01K	1.45%	21
2020 Q3	$1.61M	Buy	+8,567	New	+$1.58M	1.52%	18

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

Baron Financial Group's FDN Position: Q1 2023 in Review

Baron Financial Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 8,895 shares — an estimated $1.1M sold.

Baron Financial Group first reported a position in FDN in Q3 2020 and held it in 10 quarters. The position peaked at $2.22M in Q2 2021. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

Baron Financial Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
Baron Financial Group sold 8,895 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $1.1M.
Baron Financial Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 10 quarters.
Baron Financial Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.22M 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 Baron Financial Group's 13F filing for Q1 2023, filed 6 Apr 2023.