Bartlett & Co Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9K | Hold |
200
| – | – | ﹤0.01% | 646 |
|
|
2025
Q1 | $44.4K | Hold |
200
| – | – | ﹤0.01% | 669 |
|
|
2024
Q4 | $48.6K | Hold |
200
| – | – | ﹤0.01% | 658 |
|
|
2024
Q3 | $42.4K | Hold |
200
| – | – | ﹤0.01% | 687 |
|
|
2024
Q2 | $41K | Hold |
200
| – | – | ﹤0.01% | 690 |
|
|
2024
Q1 | $41K | Hold |
200
| – | – | ﹤0.01% | 695 |
|
|
2023
Q4 | $37.7K | Hold |
200
| – | – | ﹤0.01% | 749 |
|
|
2023
Q3 | $31.9K | Sell |
200
-99
| -33% | -$15.8K | ﹤0.01% | 731 |
|
|
2023
Q2 | $48.7K | Hold |
299
| – | – | ﹤0.01% | 676 |
|
|
2023
Q1 | $44.2K | Hold |
299
| – | – | ﹤0.01% | 587 |
|
|
2022
Q4 | $36.8K | Sell |
299
-88
| -23% | -$10.8K | ﹤0.01% | 622 |
|
|
2022
Q3 | $48.8K | Hold |
387
| – | – | ﹤0.01% | 568 |
|
|
2022
Q2 | $49.2K | Hold |
387
| – | – | ﹤0.01% | 572 |
|
|
2022
Q1 | $72.7K | Buy |
+387
| New | +$72.7K | ﹤0.01% | 531 |
|
|
2021
Q4 | – | Sell |
-387
| Closed | -$91.3K | – | 557 |
|
|
2021
Q3 | $91.3K | Sell |
387
-169
| -30% | -$39.9K | ﹤0.01% | 424 |
|
|
2021
Q2 | $136K | Buy |
556
+356
| +178% | +$87.2K | ﹤0.01% | 367 |
|
|
2021
Q1 | $43.6K | Sell |
200
-100
| -33% | -$21.8K | ﹤0.01% | 562 |
|
|
2020
Q4 | $63.9K | Hold |
300
| – | – | ﹤0.01% | 493 |
|
|
2020
Q3 | $56.5K | Hold |
300
| – | – | ﹤0.01% | 481 |
|
|
2020
Q2 | $51.2K | Hold |
300
| – | – | ﹤0.01% | 494 |
|
|
2020
Q1 | $37.1K | Hold |
300
| – | – | ﹤0.01% | 511 |
|
|
2019
Q4 | $41.7K | Hold |
300
| – | – | ﹤0.01% | 563 |
|
|
2019
Q3 | $40.4K | Buy |
+300
| New | +$40.4K | ﹤0.01% | 569 |
|