Baystate Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Baystate Wealth 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 Q4	$4.48K	Hold	24	–	–	﹤0.01%	916
2023 Q3	$3.83K	Hold	24	–	–	﹤0.01%	718
2023 Q2	$3.91K	Hold	24	–	–	﹤0.01%	743
2023 Q1	$3.55K	Hold	24	–	–	﹤0.01%	739
2022 Q4	$3K	Hold	24	–	–	﹤0.01%	733
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	698
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	710
2022 Q1	$5K	Hold	24	–	–	﹤0.01%	651
2021 Q4	$5K	Hold	24	–	–	﹤0.01%	647
2021 Q3	$6K	Hold	24	–	–	﹤0.01%	577
2021 Q2	$6K	Buy	+24	New	+$5.49K	﹤0.01%	556
2018 Q3	–	Sell	-110	Closed	-$16K	–	688
2018 Q2	$16K	Hold	110	–	–	﹤0.01%	317
2018 Q1	$14K	Buy	+110	New	+$13.3K	﹤0.01%	324

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Baystate Wealth Management's FDN Position: Q4 2023 in Review

Baystate Wealth Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q4 2023 at 24 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Baystate Wealth Management first reported a position in FDN in Q1 2018 and has held it in 13 quarters since. The position peaked at $16K in Q2 2018. 499 funds tracked by Wall St. Rank hold FDN as of Q4 2023.

Baystate Wealth Management held 24 shares of First Trust Dow Jones Internet Index Fund ETF worth $4.48K as of Q4 2023.
Baystate Wealth Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q4 2023.
First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #916 holding.
Baystate Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and has held it in 13 quarters since.
Baystate Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $16K in Q2 2018.
499 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.