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

Evoke 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
2022 Q4	–	Sell	-5	Closed	-$1K	–	650
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	1107
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	1107
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	1107
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	1115
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	1069
2021 Q2	$1K	Buy	+5	New	+$1.14K	﹤0.01%	1108
2021 Q1	–	Sell	-158	Closed	-$34K	–	1178
2020 Q4	$34K	Hold	158	–	–	﹤0.01%	419
2020 Q3	$30K	Hold	158	–	–	﹤0.01%	427
2020 Q2	$27K	Buy	158 +94	+147%	+$14.3K	﹤0.01%	426
2020 Q1	$7.92K	Buy	+64	New	+$8.88K	﹤0.01%	539
2019 Q4	–	Sell	-64	Closed	-$8.62K	–	1311
2019 Q3	$8.62K	Buy	+64	New	+$9.04K	﹤0.01%	858

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evoke Wealth's FDN Position: Q4 2022 in Review

Evoke Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 5 shares — an estimated $1K sold.

Evoke Wealth first reported a position in FDN in Q3 2019 and held it in 11 quarters. The position peaked at $34K in Q4 2020. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Evoke Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 5 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2019 and held it in 11 quarters.
Evoke Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $34K in Q4 2020.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.