CBFP
FDN icon

Cedar Brook Financial Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-7,733
Closed -$1.59M – 140
2024
Q1 		$1.59M Sell
7,733
-45
-0.6% -$8.88K 0.31% 76
2023
Q4 		$1.47M Buy
7,778
+113
+1% +$18.9K 0.33% 78
2023
Q3 		$1.22M Buy
7,665
+30
+0.4% +$4.99K 0.32% 83
2023
Q2 		$1.24M Sell
7,635
-183
-2% -$27.5K 0.3% 85
2023
Q1 		$1.16M Buy
7,818
+336
+4% +$46.4K 0.3% 86
2022
Q4 		$921K Sell
7,482
-869
-10% -$110K 0.26% 107
2022
Q3 		$1.05M Buy
8,351
+727
+10% +$101K 0.34% 79
2022
Q2 		$968K Sell
7,624
-498
-6% -$74.4K 0.3% 87
2022
Q1 		$1.53M Buy
8,122
+421
+5% +$80.2K 0.4% 62
2021
Q4 		$1.74M Buy
7,701
+475
+7% +$112K 0.45% 50
2021
Q3 		$1.71M Buy
7,226
+138
+2% +$33.7K 0.51% 45
2021
Q2 		$1.74M Buy
7,088
+200
+3% +$45.7K 0.5% 45
2021
Q1 		$1.5M Buy
6,888
+433
+7% +$96.3K 0.52% 47
2020
Q4 		$1.37M Buy
6,455
+68
+1% +$13.8K 0.48% 50
2020
Q3 		$1.2M Buy
6,387
+333
+6% +$61.5K 0.47% 49
2020
Q2 		$1.03M Buy
6,054
+1,801
+42% +$275K 0.46% 55
2020
Q1 		$526K Buy
4,253
+861
+25% +$119K 0.29% 103
2019
Q4 		$472K Sell
3,392
-5
-0.1% -$675 0.2% 143
2019
Q3 		$457K Buy
3,397
+146
+4% +$20.6K 0.2% 153
2019
Q2 		$468K Buy
3,251
+112
+4% +$16K 0.22% 150
2019
Q1 		$436K Buy
3,139
+147
+5% +$19.6K 0.21% 151
2018
Q4 		$349K Buy
+2,992
New +$372K 0.21% 153

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cedar Brook Financial Partners's FDN Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2024, closing a stake of 7,733 shares — an estimated $1.59M sold.

Cedar Brook Financial Partners first reported a position in FDN in Q4 2018 and held it in 22 quarters. The position peaked at $1.74M in Q4 2021. 501 funds tracked by Wall St. Rank hold FDN as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 7,733 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2024, an estimated $1.59M.
  • Cedar Brook Financial Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.74M in Q4 2021.
  • 501 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.