Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,160
| Closed | -$216K | – | 766 |
|
|
2023
Q4 | $216K | Buy |
+1,160
| New | +$216K | ﹤0.01% | 664 |
|
|
2021
Q3 | – | Sell |
-862
| Closed | -$211K | – | 596 |
|
|
2021
Q2 | $211K | Sell |
862
-574
| -40% | -$141K | 0.01% | 554 |
|
|
2021
Q1 | $313K | Hold |
1,436
| – | – | 0.02% | 423 |
|
|
2020
Q4 | $305K | Sell |
1,436
-29
| -2% | -$6.16K | 0.02% | 414 |
|
|
2020
Q3 | $276K | Buy |
+1,465
| New | +$276K | 0.02% | 389 |
|
|
2020
Q2 | – | Sell |
-2,085
| Closed | -$258K | – | 426 |
|
|
2020
Q1 | $258K | Buy |
2,085
+513
| +33% | +$63.5K | 0.02% | 372 |
|
|
2019
Q4 | $219K | Sell |
1,572
-79
| -5% | -$11K | 0.02% | 422 |
|
|
2019
Q3 | $222K | Buy |
+1,651
| New | +$222K | 0.02% | 385 |
|
|
2019
Q2 | – | Sell |
-1,645
| Closed | -$228K | – | 445 |
|
|
2019
Q1 | $228K | Buy |
+1,645
| New | +$228K | 0.03% | 363 |
|
|
2018
Q4 | – | Sell |
-1,622
| Closed | -$230K | – | 365 |
|
|
2018
Q3 | $230K | Sell |
1,622
-80
| -5% | -$11.3K | 0.04% | 322 |
|
|
2018
Q2 | $234K | Buy |
+1,702
| New | +$234K | 0.04% | 310 |
|