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

FourThought Financial’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 Q3	$42K	Hold	330	–	–	0.01%	659
2022 Q2	$42K	Sell	330 -148	-31%	-$22.1K	0.01%	655
2022 Q1	$90K	Buy	478 +148	+45%	+$28.2K	0.01%	499
2021 Q4	$75K	Hold	330	–	–	0.01%	545
2021 Q3	$77K	Buy	+330	New	+$80.7K	0.01%	556

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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

JMPWA

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

RJA

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

RJFSA

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

FourThought Financial's FDN Position: Q3 2022 in Review

FourThought Financial held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2022 at 330 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #659.

FourThought Financial first reported a position in FDN in Q3 2021 and has held it in 5 quarters since. The position peaked at $90K in Q1 2022. 407 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

FourThought Financial held 330 shares of First Trust Dow Jones Internet Index Fund ETF worth $42K as of Q3 2022.
FourThought Financial left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2022.
First Trust Dow Jones Internet Index Fund ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #659 holding.
FourThought Financial first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2021 and has held it in 5 quarters since.
FourThought Financial's First Trust Dow Jones Internet Index Fund ETF position peaked at $90K in Q1 2022.
407 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.