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Columbia Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Columbia Asset Management’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
Q4 		– Sell
-2,110
Closed -$447K – 271
2024
Q3 		$447K Hold
2,110
– – 0.08% 132
2024
Q2 		$432K Hold
2,110
– – 0.08% 126
2024
Q1 		$394K Hold
2,110
– – 0.08% 125
2023
Q4 		$394K Hold
2,110
– – 0.08% 126
2023
Q3 		$337K Hold
2,110
– – 0.07% 133
2023
Q2 		$344K Sell
2,110
-65
-3% -$9.76K 0.07% 134
2023
Q1 		$322K Sell
2,175
-80
-4% -$11K 0.07% 135
2022
Q4 		$278K Sell
2,255
-60
-3% -$7.62K 0.07% 138
2022
Q3 		$292K Hold
2,315
– – 0.08% 136
2022
Q2 		$294K Buy
+2,315
New +$346K 0.07% 140
2021
Q4 		$523K Hold
2,315
– – 0.11% 117
2021
Q3 		$546K Hold
2,315
– – 0.12% 118
2021
Q2 		$567K Hold
2,315
– – 0.13% 113
2021
Q1 		$505K Hold
2,315
– – 0.09% 124
2020
Q4 		$491K Hold
2,315
– – 0.1% 124
2020
Q3 		$436K Hold
2,315
– – 0.1% 113
2020
Q2 		$395K Hold
2,315
– – 0.09% 118
2020
Q1 		$286K Sell
2,315
-228
-9% -$31.6K 0.07% 126
2019
Q4 		$3.54K Hold
2,543
– – 0.09% 146
2019
Q3 		$342K Hold
2,543
– – 0.09% 144
2019
Q2 		$366K Buy
+2,543
New +$363K 0.1% 141
2018
Q2 		– Sell
-2,000
Closed -$241K – 179
2018
Q1 		$241K Sell
2,000
-1,375
-41% -$167K 0.07% 163
2017
Q4 		$371K Hold
3,375
– – 0.11% 141
2017
Q3 		$345K Hold
3,375
– – 0.11% 141
2017
Q2 		$319K Hold
3,375
– – 0.1% 141
2017
Q1 		$297K Hold
3,375
– – 0.1% 143
2016
Q4 		$269K Buy
+3,375
New +$272K 0.09% 150

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbia Asset Management's FDN Position: Q4 2024 in Review

Columbia Asset Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2024, closing a stake of 2,110 shares — an estimated $447K sold.

Columbia Asset Management first reported a position in FDN in Q4 2016 and held it in 27 quarters. The position peaked at $567K in Q2 2021. 584 funds tracked by Wall St. Rank hold FDN as of Q4 2024.

  • Columbia Asset Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Columbia Asset Management sold 2,110 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2024, an estimated $447K.
  • Columbia Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2016 and held it in 27 quarters.
  • Columbia Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $567K in Q2 2021.
  • 584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2024.

Based on Columbia Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.