Family Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Family Asset Management’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	$899K	Hold	4,244	–	–	0.54%	45
2024 Q2	$870K	Hold	4,244	–	–	0.56%	42
2024 Q1	$870K	Hold	4,244	–	–	0.54%	45
2023 Q4	$792K	Sell	4,244 -11	-0.3%	-$1.84K	0.53%	46
2023 Q3	$679K	Hold	4,255	–	–	0.5%	50
2023 Q2	$694K	Buy	+4,255	New	+$639K	0.47%	46

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

RJA

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

Family Asset Management's FDN Position: Q3 2024 in Review

Family Asset Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2024 at 4,244 shares worth $899K. The position accounts for 0.54% of the portfolio, ranked #45.

Family Asset Management first reported a position in FDN in Q2 2023 and has held it in 6 quarters since. 507 funds tracked by Wall St. Rank hold FDN as of Q3 2024.

Family Asset Management held 4,244 shares of First Trust Dow Jones Internet Index Fund ETF worth $899K as of Q3 2024.
Family Asset Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2024.
First Trust Dow Jones Internet Index Fund ETF made up 0.54% of Family Asset Management's portfolio in Q3 2024, its #45 holding.
Family Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2023 and has held it in 6 quarters since.
507 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.