GHP Investment Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

GHP Investment Advisors’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
2025 Q1	–	Sell	-24	Closed	-$5.84K	–	989
2024 Q4	$5.84K	Hold	24	–	–	﹤0.01%	771
2024 Q3	$5.08K	Sell	24 -47	-66%	-$9.43K	﹤0.01%	801
2024 Q2	$14.6K	Buy	71 +60	+545%	+$12K	﹤0.01%	637
2024 Q1	$2.26K	Hold	11	–	–	﹤0.01%	752
2023 Q4	$2.05K	Hold	11	–	–	﹤0.01%	762
2023 Q3	$1.74K	Hold	11	–	–	﹤0.01%	852
2023 Q2	$1.81K	Buy	+11	New	+$1.65K	﹤0.01%	835

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

GHP Investment Advisors's FDN Position: Q1 2025 in Review

GHP Investment Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2025, closing a stake of 24 shares — an estimated $5.84K sold.

GHP Investment Advisors first reported a position in FDN in Q2 2023 and held it in 7 quarters. The position peaked at $14.6K in Q2 2024. 557 funds tracked by Wall St. Rank hold FDN as of Q1 2025.

GHP Investment Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2025 after selling out during the quarter.
GHP Investment Advisors sold 24 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2025, an estimated $5.84K.
GHP Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2023 and held it in 7 quarters.
GHP Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $14.6K in Q2 2024.
557 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.