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

Connectus Wealth’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
2023 Q1	–	Sell	-8,750	Closed	-$1.08M	–	441
2022 Q4	$1.08M	Buy	8,750 +7,010	+403%	+$891K	0.03%	280
2022 Q3	$220K	Sell	1,740 -4,602	-73%	-$641K	﹤0.01%	475
2022 Q2	$806K	Buy	+6,342	New	+$948K	0.02%	295

Other funds holding FDN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Connectus Wealth's FDN Position: Q1 2023 in Review

Connectus Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 8,750 shares — an estimated $1.08M sold.

Connectus Wealth first reported a position in FDN in Q2 2022 and held it in 3 quarters. The position peaked at $1.08M in Q4 2022. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

Connectus Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
Connectus Wealth sold 8,750 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $1.08M.
Connectus Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2022 and held it in 3 quarters.
Connectus Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.08M in Q4 2022.
411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.