Founders Capital Management (Texas)’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Founders Capital Management (Texas)’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	-47	Closed	-$6K	–	390
2022 Q4	$6K	Hold	47	–	–	﹤0.01%	329
2022 Q3	$6K	Hold	47	–	–	﹤0.01%	330
2022 Q2	$6K	Sell	47 -23	-33%	-$3.44K	﹤0.01%	351
2022 Q1	$16K	Hold	70	–	–	0.01%	235
2021 Q4	$16K	Hold	70	–	–	0.01%	235
2021 Q3	$17K	Hold	70	–	–	0.01%	229
2021 Q2	$17K	Hold	70	–	–	0.01%	223
2021 Q1	$15K	Hold	70	–	–	0.01%	221
2020 Q4	$15K	Buy	+70	New	+$14.2K	0.01%	222
2020 Q1	$9K	Sell	70 -20	-22%	-$2.77K	0.01%	225
2019 Q4	$13K	Hold	90	–	–	0.01%	226
2019 Q3	$12K	Hold	90	–	–	0.01%	233
2019 Q2	$13K	Hold	90	–	–	0.01%	234
2019 Q1	$13K	Hold	90	–	–	0.01%	229
2018 Q4	$10K	Sell	90 -40	-31%	-$4.97K	0.01%	237
2018 Q3	$18K	Hold	130	–	–	0.01%	192
2018 Q2	$18K	Hold	130	–	–	0.02%	198
2018 Q1	$16K	Hold	130	–	–	0.01%	232
2017 Q4	$14K	Hold	130	–	–	0.01%	245
2017 Q3	$13K	Hold	130	–	–	0.01%	249
2017 Q2	$12K	Hold	130	–	–	0.01%	258
2017 Q1	$11K	Buy	+130	New	+$11.2K	0.01%	275

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Founders Capital Management (Texas)'s FDN Position: Q1 2023 in Review

Founders Capital Management (Texas) sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 47 shares — an estimated $6K sold.

Founders Capital Management (Texas) first reported a position in FDN in Q1 2017 and held it in 22 quarters. The position peaked at $18K in Q3 2018. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

Founders Capital Management (Texas) reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 47 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $6K.
Founders Capital Management (Texas) first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2017 and held it in 22 quarters.
Founders Capital Management (Texas)'s First Trust Dow Jones Internet Index Fund ETF position peaked at $18K in Q3 2018.
411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2023, filed 12 Apr 2023.