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Gilliland Jeter Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-122
Closed -$25.8K – 326
2024
Q3 		$25.8K Hold
122
– – 0.01% 361
2024
Q2 		$25K Sell
122
-63
-34% -$12.6K 0.01% 365
2024
Q1 		$37.9K Buy
+185
New +$36.5K 0.01% 311

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Gilliland Jeter Wealth Management's FDN Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2024, closing a stake of 122 shares — an estimated $25.8K sold.

Gilliland Jeter Wealth Management first reported a position in FDN in Q1 2024 and held it in 3 quarters. The position peaked at $37.9K in Q1 2024. 584 funds tracked by Wall St. Rank hold FDN as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 122 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2024, an estimated $25.8K.
  • Gilliland Jeter Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $37.9K in Q1 2024.
  • 584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.