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Bright Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Bright Financial 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
2024
Q2 		– Sell
-8,260
Closed -$302K – 52
2024
Q1 		$302K Buy
+8,260
New +$1.63M 0.23% 37

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bright Financial Advisors's FDN Position: Q2 2024 in Review

Bright Financial Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2024, closing a stake of 8,260 shares — an estimated $302K sold.

Bright Financial Advisors first reported a position in FDN in Q1 2024 and held it in 1 quarter. The position peaked at $302K in Q1 2024. 500 funds tracked by Wall St. Rank hold FDN as of Q2 2024.

  • Bright Financial Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2024 after selling out during the quarter.
  • Bright Financial Advisors sold 8,260 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2024, an estimated $302K.
  • Bright Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and held it in 1 quarter.
  • Bright Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $302K in Q1 2024.
  • 500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2024.

Based on Bright Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.