Golden State Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
1,976
+581
| +42% | +$156K | 0.06% | 217 |
|
|
2025
Q1 | $310K | Sell |
1,395
-75
| -5% | -$16.7K | 0.05% | 285 |
|
|
2024
Q4 | $357K | Buy |
+1,470
| New | +$357K | 0.05% | 249 |
|
|
2022
Q1 | $629K | Sell |
3,347
-499
| -13% | -$93.8K | 0.12% | 152 |
|
|
2021
Q4 | $870K | Sell |
3,846
-21
| -0.5% | -$4.75K | 0.15% | 142 |
|
|
2021
Q3 | $912K | Buy |
3,867
+120
| +3% | +$28.3K | 0.2% | 100 |
|
|
2021
Q2 | $917K | Sell |
3,747
-155
| -4% | -$37.9K | 0.2% | 103 |
|
|
2021
Q1 | $850K | Buy |
3,902
+1,721
| +79% | +$375K | 0.28% | 66 |
|
|
2020
Q4 | $463K | Buy |
2,181
+11
| +0.5% | +$2.34K | 0.13% | 132 |
|
|
2020
Q3 | $409K | Buy |
+2,170
| New | +$409K | 0.14% | 113 |
|
|
2019
Q4 | – | Sell |
-90
| Closed | -$12K | – | 335 |
|
|
2019
Q3 | $12K | Sell |
90
-750
| -89% | -$100K | ﹤0.01% | 712 |
|
|
2019
Q2 | $120K | Hold |
840
| – | – | 0.04% | 309 |
|
|
2019
Q1 | $117K | Buy |
+840
| New | +$117K | 0.04% | 300 |
|