Concord Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97K | Hold |
37
| – | – | ﹤0.01% | 545 |
|
|
2025
Q1 | $8.22K | Hold |
37
| – | – | ﹤0.01% | 525 |
|
|
2024
Q4 | $9K | Hold |
37
| – | – | ﹤0.01% | 537 |
|
|
2024
Q3 | $7.84K | Sell |
37
-3
| -8% | -$636 | ﹤0.01% | 582 |
|
|
2024
Q2 | $8.2K | Hold |
40
| – | – | ﹤0.01% | 531 |
|
|
2024
Q1 | $8.2K | Hold |
40
| – | – | ﹤0.01% | 591 |
|
|
2023
Q4 | $7.46K | Sell |
40
-38
| -49% | -$7.09K | ﹤0.01% | 595 |
|
|
2023
Q3 | $12.5K | Sell |
78
-20
| -20% | -$3.19K | ﹤0.01% | 584 |
|
|
2023
Q2 | $16K | Sell |
98
-5
| -5% | -$815 | ﹤0.01% | 539 |
|
|
2023
Q1 | $15.2K | Hold |
103
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $12.7K | Buy |
+103
| New | +$12.7K | ﹤0.01% | 602 |
|
|
2022
Q3 | – | Sell |
-103
| Closed | -$13K | – | 485 |
|
|
2022
Q2 | $13K | Sell |
103
-115
| -53% | -$14.5K | ﹤0.01% | 628 |
|
|
2022
Q1 | $41K | Sell |
218
-48
| -18% | -$9.03K | 0.01% | 474 |
|
|
2021
Q4 | $60K | Buy |
266
+201
| +309% | +$45.3K | 0.01% | 424 |
|
|
2021
Q3 | $15K | Sell |
65
-53
| -45% | -$12.2K | 0.01% | 418 |
|
|
2021
Q2 | $29K | Sell |
118
-97
| -45% | -$23.8K | 0.01% | 433 |
|
|
2021
Q1 | $47K | Buy |
215
+180
| +514% | +$39.3K | 0.02% | 349 |
|
|
2020
Q4 | $7K | Buy |
+35
| New | +$7K | 0.01% | 387 |
|