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

Financial Gravity 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 Q2	–	Sell	-38	Closed	-$7.44K	–	1780
2024 Q1	$7.44K	Buy	38 +19	+100%	+$3.75K	﹤0.01%	784
2023 Q4	$3.54K	Buy	+19	New	+$3.18K	﹤0.01%	912
2022 Q1	–	Sell	-5,198	Closed	-$115K	–	942
2021 Q4	$115K	Buy	5,198 +5,035	+3,089%	+$1.19M	2.59%	3
2021 Q3	$236K	Buy	+163	New	+$39.9K	0.11%	154
2019 Q4	–	Sell	-23	Closed	-$3K	–	1475
2019 Q3	$3K	Hold	23	–	–	﹤0.01%	800
2019 Q2	$3K	Sell	23 -15	-39%	-$2.14K	﹤0.01%	794
2019 Q1	$5K	Buy	+38	New	+$5.06K	﹤0.01%	679
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	950
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	977
2018 Q1	$2K	Buy	+15	New	+$1.82K	﹤0.01%	943

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Gravity Asset Management's FDN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2024, closing a stake of 38 shares — an estimated $7.44K sold.

Financial Gravity Asset Management first reported a position in FDN in Q1 2018 and held it in 10 quarters. The position peaked at $236K in Q3 2021. 500 funds tracked by Wall St. Rank hold FDN as of Q2 2024.

Financial Gravity Asset Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 38 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2024, an estimated $7.44K.
Financial Gravity Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $236K in Q3 2021.
500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.