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

EdgeRock Capital’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 		– Sell
-328
Closed -$65.6K – 170
2023
Q4 		$65.6K Buy
+328
New +$54.8K 0.05% 94
2022
Q4 		– Sell
-320
Closed -$40K – 173
2022
Q3 		$40K Buy
+320
New +$44.6K 0.02% 113

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

EdgeRock Capital's FDN Position: Q1 2024 in Review

EdgeRock Capital sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024, closing a stake of 328 shares — an estimated $65.6K sold.

EdgeRock Capital first reported a position in FDN in Q3 2022 and held it in 2 quarters. The position peaked at $65.6K in Q4 2023. 510 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

  • EdgeRock Capital reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2024 after selling out during the quarter.
  • EdgeRock Capital sold 328 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $65.6K.
  • EdgeRock Capital first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2022 and held it in 2 quarters.
  • EdgeRock Capital's First Trust Dow Jones Internet Index Fund ETF position peaked at $65.6K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on EdgeRock Capital's 13F filing for Q1 2024, filed 15 May 2024.