Brandywine Oak Private Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Brandywine Oak Private Wealth’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
2022 Q4	–	Sell	-1,618	Closed	-$204K	–	263
2022 Q3	$204K	Sell	1,618 -640	-28%	-$89.2K	0.03%	286
2022 Q2	$286K	Sell	2,258 -595	-21%	-$88.9K	0.04%	255
2022 Q1	$536K	Buy	2,853 +595	+26%	+$113K	0.06%	186
2021 Q4	$510K	Hold	2,258	–	–	0.06%	197
2021 Q3	$532K	Hold	2,258	–	–	0.06%	186
2021 Q2	$552K	Hold	2,258	–	–	0.06%	182
2021 Q1	$492K	Hold	2,258	–	–	0.07%	151
2020 Q4	$479K	Hold	2,258	–	–	0.07%	148
2020 Q3	$425K	Hold	2,258	–	–	0.07%	156
2020 Q2	$385K	Hold	2,258	–	–	0.07%	160
2020 Q1	$279K	Buy	2,258 +755	+50%	+$105K	0.06%	170
2019 Q4	$209K	Sell	1,503 -14	-0.9%	-$1.89K	0.04%	229
2019 Q3	$204K	Sell	1,517 -151	-9%	-$21.3K	0.04%	226
2019 Q2	$239K	Buy	1,668 +87	+6%	+$12.4K	0.05%	195
2019 Q1	$219K	Sell	1,581 -306	-16%	-$40.8K	0.05%	197
2018 Q4	$191K	Buy	+1,887	New	+$235K	0.04%	200

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Brandywine Oak Private Wealth's FDN Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 1,618 shares — an estimated $204K sold.

Brandywine Oak Private Wealth first reported a position in FDN in Q4 2018 and held it in 16 quarters. The position peaked at $552K in Q2 2021. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,618 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $204K.
Brandywine Oak Private Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 16 quarters.
Brandywine Oak Private Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $552K in Q2 2021.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.