Carmichael Hill & Associates’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Carmichael Hill & Associates’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 Q3	$35.4K	Buy	167 +100	+149%	+$20.1K	0.01%	419
2024 Q2	$13.7K	Hold	67	–	–	0.01%	530
2024 Q1	$13.7K	Hold	67	–	–	0.01%	528
2023 Q4	$12.5K	Hold	67	–	–	0.01%	549
2023 Q3	$10.7K	Hold	67	–	–	﹤0.01%	557
2023 Q2	$10.9K	Hold	67	–	–	﹤0.01%	553
2023 Q1	$9.91K	Hold	67	–	–	﹤0.01%	560
2022 Q4	$8.25K	Sell	67 -27	-29%	-$3.43K	﹤0.01%	579
2022 Q3	$12K	Hold	94	–	–	0.01%	535
2022 Q2	$12K	Buy	94 +27	+40%	+$4.04K	0.01%	522
2022 Q1	$13K	Hold	67	–	–	0.01%	552
2021 Q4	$15K	Hold	67	–	–	0.01%	553
2021 Q3	$16K	Hold	67	–	–	0.01%	537
2021 Q2	$16K	Hold	67	–	–	0.01%	542
2021 Q1	$15K	Hold	67	–	–	0.01%	536
2020 Q4	$14K	Hold	67	–	–	0.01%	523
2020 Q3	$13K	Buy	+67	New	+$12.4K	0.01%	489

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carmichael Hill & Associates's FDN Position: Q3 2024 in Review

Carmichael Hill & Associates increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 149% in Q3 2024, buying an estimated $20.1K and bringing the position to 167 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #419.

Carmichael Hill & Associates first reported a position in FDN in Q3 2020 and has held it in 17 quarters since. 507 funds tracked by Wall St. Rank hold FDN as of Q3 2024.

Carmichael Hill & Associates held 167 shares of First Trust Dow Jones Internet Index Fund ETF worth $35.4K as of Q3 2024.
Carmichael Hill & Associates bought 100 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2024, an estimated $20.1K.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #419 holding.
Carmichael Hill & Associates first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and has held it in 17 quarters since.
507 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.