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Ford Financial Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-3,305
Closed -$407K – 34
2022
Q4 		$407K Sell
3,305
-550
-14% -$69.9K 0.16% 80
2022
Q3 		$486K Sell
3,855
-193
-5% -$26.9K 0.2% 75
2022
Q2 		$514K Buy
4,048
+770
+23% +$115K 0.21% 68
2022
Q1 		$615K Buy
3,278
+100
+3% +$19.1K 0.24% 55
2021
Q4 		$718 Buy
3,178
+300
+10% +$71K 0.14% 47
2021
Q3 		$678K Hold
2,878
– – 0.26% 47
2021
Q2 		$704K Hold
2,878
– – 0.26% 47
2021
Q1 		$627K Hold
2,878
– – 0.27% 47
2020
Q4 		$610K Buy
2,878
+100
+4% +$20.2K 0.29% 45
2020
Q3 		$523K Sell
2,778
-1,600
-37% -$295K 0.28% 47
2020
Q2 		$746K Buy
4,378
+100
+2% +$15.3K 0.41% 40
2020
Q1 		$529K Buy
4,278
+793
+23% +$110K 0.35% 40
2019
Q4 		$484K Buy
3,485
+122
+4% +$16.5K 0.28% 42
2019
Q3 		$452K Sell
3,363
-50
-1% -$7.06K 0.29% 43
2019
Q2 		$490K Sell
3,413
-247
-7% -$35.3K 0.33% 39
2019
Q1 		$508K Sell
3,660
-233
-6% -$31K 0.36% 33
2018
Q4 		$454K Buy
3,893
+559
+17% +$69.5K 0.34% 33
2018
Q3 		$468K Buy
3,334
+36
+1% +$5.11K 0.34% 24
2018
Q2 		$460K Buy
3,298
+657
+25% +$86K 0.34% 25
2018
Q1 		$318K Buy
2,641
+410
+18% +$49.7K 0.25% 30
2017
Q4 		$256K Buy
+2,231
New +$240K 0.19% 33

Other funds holding FDN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ford Financial Group's FDN Position: Q1 2023 in Review

Ford Financial Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 3,305 shares — an estimated $407K sold.

Ford Financial Group first reported a position in FDN in Q4 2017 and held it in 21 quarters. The position peaked at $746K in Q2 2020. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

  • Ford Financial Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 3,305 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $407K.
  • Ford Financial Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and held it in 21 quarters.
  • Ford Financial Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $746K in Q2 2020.
  • 411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.