Buckingham Strategic Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Buckingham Strategic 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
2024 Q1	–	Sell	-1,160	Closed	-$216K	–	773
2023 Q4	$216K	Buy	+1,160	New	+$194K	﹤0.01%	664
2021 Q3	–	Sell	-862	Closed	-$211K	–	598
2021 Q2	$211K	Sell	862 -574	-40%	-$131K	0.01%	555
2021 Q1	$313K	Hold	1,436	–	–	0.02%	423
2020 Q4	$305K	Sell	1,436 -29	-2%	-$5.87K	0.02%	414
2020 Q3	$276K	Buy	+1,465	New	+$270K	0.02%	389
2020 Q2	–	Sell	-2,085	Closed	-$258K	–	426
2020 Q1	$258K	Buy	2,085 +513	+33%	+$71.1K	0.02%	372
2019 Q4	$219K	Sell	1,572 -79	-5%	-$10.7K	0.02%	422
2019 Q3	$222K	Buy	+1,651	New	+$233K	0.02%	385
2019 Q2	–	Sell	-1,645	Closed	-$228K	–	445
2019 Q1	$228K	Buy	+1,645	New	+$219K	0.03%	363
2018 Q4	–	Sell	-1,622	Closed	-$230K	–	366
2018 Q3	$230K	Sell	1,622 -80	-5%	-$11.3K	0.04%	322
2018 Q2	$234K	Buy	+1,702	New	+$223K	0.04%	310

Other funds holding FDN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Buckingham Strategic Wealth's FDN Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024, closing a stake of 1,160 shares — an estimated $216K sold.

Buckingham Strategic Wealth first reported a position in FDN in Q2 2018 and held it in 11 quarters. The position peaked at $313K in Q1 2021. 510 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

Buckingham Strategic Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 1,160 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $216K.
Buckingham Strategic Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and held it in 11 quarters.
Buckingham Strategic Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $313K in Q1 2021.
510 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.