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

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-76	Closed	-$14.2K	–	243
2023 Q4	$14.2K	Hold	76	–	–	﹤0.01%	272
2023 Q3	$12.1K	Hold	76	–	–	﹤0.01%	283
2023 Q2	$12.4K	Buy	+76	New	+$11.4K	﹤0.01%	280
2022 Q3	–	Sell	-76	Closed	-$10K	–	255
2022 Q2	$10K	Sell	76 -20	-21%	-$2.99K	﹤0.01%	284
2022 Q1	$18K	Hold	96	–	–	0.01%	265
2021 Q4	$22K	Hold	96	–	–	0.01%	247
2021 Q3	$23K	Hold	96	–	–	0.01%	250
2021 Q2	$24K	Hold	96	–	–	0.01%	238
2021 Q1	$21K	Hold	96	–	–	0.01%	241
2020 Q4	$20K	Hold	96	–	–	0.01%	235
2020 Q3	$18K	Hold	96	–	–	0.01%	235
2020 Q2	$16K	Sell	96 -40	-29%	-$6.1K	0.01%	294
2020 Q1	$17K	Buy	136 +40	+42%	+$5.55K	0.01%	271
2019 Q4	$13K	Sell	96 -338	-78%	-$45.6K	0.01%	315
2019 Q3	$58K	Buy	+434	New	+$61.3K	0.03%	157
2019 Q1	–	Sell	-19	Closed	-$2K	–	700
2018 Q4	$2K	Buy	+19	New	+$2.36K	﹤0.01%	578

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Global Wealth Management Investment Advisory's FDN Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024, closing a stake of 76 shares — an estimated $14.2K sold.

Global Wealth Management Investment Advisory first reported a position in FDN in Q4 2018 and held it in 16 quarters. The position peaked at $58K in Q3 2019. 510 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 76 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $14.2K.
Global Wealth Management Investment Advisory first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2018 and held it in 16 quarters.
Global Wealth Management Investment Advisory's First Trust Dow Jones Internet Index Fund ETF position peaked at $58K in Q3 2019.
510 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.