Carson Wealth (CWM LLC)
FDNI icon

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

NA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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.