Freedom Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Freedom Investment 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
2022 Q1	–	Sell	-27,127	Closed	-$6.13M	–	839
2021 Q4	$6.13M	Buy	27,127 +16,100	+146%	+$3.81M	0.45%	38
2021 Q3	$2.6M	Buy	+11,027	New	+$2.7M	0.2%	121
2020 Q3	–	Sell	-23,356	Closed	-$3.98M	–	566
2020 Q2	$3.98M	Buy	+23,356	New	+$3.56M	0.43%	49
2019 Q1	–	Sell	-44,623	Closed	-$5.21M	–	720
2018 Q4	$5.21M	Buy	44,623 +42,691	+2,210%	+$5.31M	0.4%	32
2018 Q3	$280K	Sell	1,932 -2,930	-60%	-$415K	0.02%	730
2018 Q2	$669K	Buy	4,862 +3,030	+165%	+$397K	0.04%	447
2018 Q1	$221K	Buy	+1,832	New	+$222K	0.01%	995
2016 Q2	–	Sell	-20,700	Closed	-$1.41M	–	854
2016 Q1	$1.41M	Sell	20,700 -3,767	-15%	-$247K	0.1%	138
2015 Q4	$1.82M	Buy	+24,467	New	+$1.81M	0.14%	99

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JMPWA

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

RJFSA

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedom Investment Management's FDN Position: Q1 2022 in Review

Freedom Investment Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 27,127 shares — an estimated $6.13M sold.

Freedom Investment Management first reported a position in FDN in Q4 2015 and held it in 9 quarters. The position peaked at $6.13M in Q4 2021. 479 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Freedom Investment Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
Freedom Investment Management sold 27,127 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $6.13M.
Freedom Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and held it in 9 quarters.
Freedom Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $6.13M in Q4 2021.
479 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.