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

Diversified’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	$289K	Sell	1,363 -80	-6%	-$16.1K	0.03%	181
2024 Q2	$296K	Hold	1,443	–	–	0.03%	170
2024 Q1	$296K	Sell	1,443 -116	-7%	-$22.9K	0.04%	126
2023 Q4	$291K	Sell	1,559 -73	-4%	-$12.2K	0.06%	116
2023 Q3	$260K	Hold	1,632	–	–	0.07%	115
2023 Q2	$266K	Hold	1,632	–	–	0.07%	115
2023 Q1	$241K	Sell	1,632 -340	-17%	-$47K	0.09%	125
2022 Q4	$243K	Hold	1,972	–	–	0.1%	126
2022 Q3	$249K	Hold	1,972	–	–	0.13%	98
2022 Q2	$251K	Sell	1,972 -97	-5%	-$14.5K	0.1%	86
2022 Q1	$389K	Sell	2,069 -82	-4%	-$15.6K	0.16%	74
2021 Q4	$486K	Hold	2,151	–	–	0.21%	70
2021 Q3	$507K	Buy	2,151 +32	+2%	+$7.83K	0.27%	61
2021 Q2	$519K	Hold	2,119	–	–	0.29%	58
2021 Q1	$462K	Hold	2,119	–	–	0.36%	55
2020 Q4	$399K	Buy	+2,119	New	+$429K	0.34%	51

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Diversified's FDN Position: Q3 2024 in Review

Diversified reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 5.5% in Q3 2024, selling an estimated $16.1K and leaving 1,363 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #181.

Diversified first reported a position in FDN in Q4 2020 and has held it in 16 quarters since. The position peaked at $519K in Q2 2021. 507 funds tracked by Wall St. Rank hold FDN as of Q3 2024.

Diversified held 1,363 shares of First Trust Dow Jones Internet Index Fund ETF worth $289K as of Q3 2024.
Diversified sold 80 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2024, an estimated $16.1K.
First Trust Dow Jones Internet Index Fund ETF made up 0.03% of Diversified's portfolio in Q3 2024, its #181 holding.
Diversified first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and has held it in 16 quarters since.
Diversified's First Trust Dow Jones Internet Index Fund ETF position peaked at $519K in Q2 2021.
507 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.