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Castleview Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Castleview Partners’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
2022
Q1 		– Sell
-11,758
Closed -$52 – 818
2021
Q4 		$52 Buy
+11,758
New +$2.78M ﹤0.01% 880

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Castleview Partners's FDN Position: Q1 2022 in Review

Castleview Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 11,758 shares — an estimated $52 sold.

Castleview Partners first reported a position in FDN in Q4 2021 and held it in 1 quarter. The position peaked at $52 in Q4 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

  • Castleview Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 11,758 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $52.
  • Castleview Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 1 quarter.
  • Castleview Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $52 in Q4 2021.
  • 479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.