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

Crewe 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
Q3 		– Sell
-50
Closed -$10.2K – 811
2024
Q2 		$10.2K Buy
+50
New +$10K ﹤0.01% 684

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Crewe Advisors's FDN Position: Q3 2024 in Review

Crewe Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2024, closing a stake of 50 shares — an estimated $10.2K sold.

Crewe Advisors first reported a position in FDN in Q2 2024 and held it in 1 quarter. The position peaked at $10.2K in Q2 2024. 507 funds tracked by Wall St. Rank hold FDN as of Q3 2024.

  • Crewe Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 50 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2024, an estimated $10.2K.
  • Crewe Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2024 and held it in 1 quarter.
  • Crewe Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $10.2K in Q2 2024.
  • 507 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.