BDO Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

BDO Wealth Advisors’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 Q2	$164K	Hold	1,005	–	–	0.02%	281
2023 Q1	$149K	Hold	1,005	–	–	0.02%	277
2022 Q4	$124K	Sell	1,005 -60	-6%	-$7.62K	0.02%	307
2022 Q3	$134K	Buy	1,065 +60	+6%	+$8.36K	0.02%	295
2022 Q2	$128K	Hold	1,005	–	–	0.02%	301
2022 Q1	$189K	Hold	1,005	–	–	0.02%	276
2021 Q4	$227K	Hold	1,005	–	–	0.02%	266
2021 Q3	$237K	Hold	1,005	–	–	0.03%	257
2021 Q2	$246K	Sell	1,005 -31	-3%	-$7.09K	0.03%	260
2021 Q1	$226K	Sell	1,036 -812	-44%	-$181K	0.03%	269
2020 Q4	$392K	Sell	1,848 -300	-14%	-$60.7K	0.06%	170
2020 Q3	$405K	Buy	2,148 +10	+0.5%	+$1.84K	0.07%	149
2020 Q2	$365K	Sell	2,138 -210	-9%	-$32K	0.06%	151
2020 Q1	$291K	Hold	2,348	–	–	0.06%	169
2019 Q4	$327K	Hold	2,348	–	–	0.08%	144
2019 Q3	$316K	Sell	2,348 -64	-3%	-$9.04K	0.08%	147
2019 Q2	$347K	Buy	2,412 +2,211	+1,100%	+$316K	0.09%	134
2019 Q1	$28K	Hold	201	–	–	0.01%	339
2018 Q4	$23K	Sell	201 -70	-26%	-$8.71K	0.01%	328
2018 Q3	$38K	Sell	271 -11	-4%	-$1.56K	0.01%	318
2018 Q2	$39K	Sell	282 -25	-8%	-$3.27K	0.01%	322
2018 Q1	$37K	Buy	307 +80	+35%	+$9.69K	0.01%	276
2017 Q4	$25K	Buy	227 +32	+16%	+$3.44K	0.01%	260
2017 Q3	$20K	Buy	195 +49	+34%	+$4.86K	0.01%	258
2017 Q2	$14K	Buy	+146	New	+$13.6K	0.01%	331

Other funds holding FDN

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BDO Wealth Advisors's FDN Position: Q2 2023 in Review

BDO Wealth Advisors held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2023 at 1,005 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #281.

BDO Wealth Advisors first reported a position in FDN in Q2 2017 and has held it in 25 quarters since. The position peaked at $405K in Q3 2020. 433 funds tracked by Wall St. Rank hold FDN as of Q2 2023.

BDO Wealth Advisors held 1,005 shares of First Trust Dow Jones Internet Index Fund ETF worth $164K as of Q2 2023.
BDO Wealth Advisors left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2023.
First Trust Dow Jones Internet Index Fund ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #281 holding.
BDO Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $405K in Q3 2020.
433 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.