Carson Wealth (CWM LLC)’s First Trust Dow Jones International Internet ETF FDNI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FDNI Stock Details FDNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-41	Closed	-$1.18K	–	4978
2024 Q3	$1K	Sell	41 -30	-42%	-$727	﹤0.01%	4577
2024 Q2	$2K	Hold	71	–	–	﹤0.01%	4201
2024 Q1	$2K	Sell	71 -54	-43%	-$1.2K	﹤0.01%	3970
2023 Q4	$3K	Sell	125 -991	-89%	-$21.1K	﹤0.01%	3689
2023 Q3	$23K	Sell	1,116 -19	-2%	-$430	﹤0.01%	2597
2023 Q2	$26K	Sell	1,135 -61	-5%	-$1.39K	﹤0.01%	2450
2023 Q1	$29K	Sell	1,196 -179	-13%	-$4.3K	﹤0.01%	2242
2022 Q4	$31K	Sell	1,375 -1,588	-54%	-$31.9K	﹤0.01%	2056
2022 Q3	$58K	Sell	2,963 -973	-25%	-$22.2K	﹤0.01%	1596
2022 Q2	$93K	Sell	3,936 -2,632	-40%	-$61K	﹤0.01%	1343
2022 Q1	$171K	Buy	+6,568	New	+$197K	﹤0.01%	1103

Other funds holding FDNI

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDNI Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of First Trust Dow Jones International Internet ETF (FDNI) in Q4 2024, closing a stake of 41 shares — an estimated $1.18K sold.

Carson Wealth (CWM LLC) first reported a position in FDNI in Q1 2022 and held it in 11 quarters. The position peaked at $171K in Q1 2022. 21 funds tracked by Wall St. Rank hold FDNI as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining First Trust Dow Jones International Internet ETF position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 41 First Trust Dow Jones International Internet ETF shares in Q4 2024, an estimated $1.18K.
Carson Wealth (CWM LLC) first reported a position in First Trust Dow Jones International Internet ETF in Q1 2022 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s First Trust Dow Jones International Internet ETF position peaked at $171K in Q1 2022.
21 funds tracked by Wall St. Rank held First Trust Dow Jones International Internet ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.