Clarus Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Clarus Wealth Advisors’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	-3,059	Closed	-$628K	–	134
2024 Q1	$628K	Sell	3,059 -33	-1%	-$6.51K	0.36%	58
2023 Q4	$582K	Buy	+3,092	New	+$517K	0.34%	65
2023 Q2	$513K	Buy	3,172 +113	+4%	+$17K	0.31%	68
2023 Q1	$442K	Buy	+3,059	New	+$422K	0.28%	77
2021 Q2	–	Sell	-1,663	Closed	-$386K	–	111
2021 Q1	$386K	Buy	+1,663	New	+$370K	0.24%	79
2020 Q3	–	Sell	-1,520	Closed	-$277K	–	127
2020 Q2	$277K	Buy	+1,520	New	+$232K	0.23%	91
2019 Q3	–	Sell	-1,307	Closed	-$188K	–	271
2019 Q2	$188K	Sell	1,307 -64	-5%	-$9.14K	0.14%	117
2019 Q1	$190K	Buy	1,371 +604	+79%	+$80.5K	0.14%	104
2018 Q4	$89K	Sell	767 -2,072	-73%	-$258K	0.14%	185
2018 Q3	$402K	Buy	2,839 +443	+18%	+$62.8K	0.26%	41
2018 Q2	$289K	Hold	2,396	–	–	0.22%	55
2018 Q1	$289K	Buy	+2,396	New	+$290K	0.27%	55

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Clarus Wealth Advisors's FDN Position: Q2 2024 in Review

Clarus Wealth Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2024, closing a stake of 3,059 shares — an estimated $628K sold.

Clarus Wealth Advisors first reported a position in FDN in Q1 2018 and held it in 12 quarters. The position peaked at $628K in Q1 2024. 500 funds tracked by Wall St. Rank hold FDN as of Q2 2024.

Clarus Wealth Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 3,059 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2024, an estimated $628K.
Clarus Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and held it in 12 quarters.
Clarus Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $628K in Q1 2024.
500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2024.

Based on Clarus Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.