Beacon Bridge Wealth Partners’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 | – | Sell |
-1,802
| Closed | -$400K | – | 90 |
|
2025
Q1 | $400K | Sell |
1,802
-15
| -0.8% | -$3.33K | 0.17% | 67 |
|
2024
Q4 | $442K | Buy |
1,817
+349
| +24% | +$84.9K | 0.19% | 66 |
|
2024
Q3 | $311K | Sell |
1,468
-393
| -21% | -$83.2K | 0.13% | 73 |
|
2024
Q2 | $381K | Sell |
1,861
-638
| -26% | -$131K | 0.18% | 70 |
|
2024
Q1 | $513K | Sell |
2,499
-90
| -3% | -$18.5K | 0.24% | 61 |
|
2023
Q4 | $483K | Sell |
2,589
-219
| -8% | -$40.9K | 0.24% | 57 |
|
2023
Q3 | $448K | Sell |
2,808
-302
| -10% | -$48.2K | 0.24% | 52 |
|
2023
Q2 | $507K | Sell |
3,110
-295
| -9% | -$48.1K | 0.26% | 38 |
|
2023
Q1 | $503K | Buy |
3,405
+255
| +8% | +$37.7K | 0.3% | 36 |
|
2022
Q4 | $388K | Buy |
+3,150
| New | +$388K | 0.28% | 45 |
|