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Coppell Advisory Solutions Corp’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$4.14M Buy
+20,163
New +$3.98M 0.78% 30
2023
Q1 		$2.07M Buy
14,373
+7,669
+114% +$1.06M 0.68% 34
2022
Q4 		$826K Buy
+6,704
New +$852K 0.28% 84

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Coppell Advisory Solutions Corp's FDN Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024: 20,163 shares worth $4.14M. The stake represents 0.78% of the portfolio and ranks #30 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FDN as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FDN in Q4 2022 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

  • Coppell Advisory Solutions Corp held 20,163 shares of First Trust Dow Jones Internet Index Fund ETF worth $4.14M as of Q1 2024.
  • First Trust Dow Jones Internet Index Fund ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.78% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #30 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.