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

Goodwin 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
2023 Q1	–	Sell	-37	Closed	-$4.56K	–	134
2022 Q4	$4.56K	Hold	37	–	–	﹤0.01%	178
2022 Q3	$5K	Hold	37	–	–	﹤0.01%	171
2022 Q2	$4.7K	Hold	37	–	–	﹤0.01%	127
2022 Q1	$7K	Hold	37	–	–	﹤0.01%	156
2021 Q4	$8K	Hold	37	–	–	0.01%	129
2021 Q3	$9K	Hold	37	–	–	0.01%	111
2021 Q2	$9K	Hold	37	–	–	0.01%	108
2021 Q1	$8K	Hold	37	–	–	0.01%	118
2020 Q4	$8K	Buy	+37	New	+$7.49K	0.01%	70

Other funds holding FDN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JMPWA

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

Goodwin Investment Advisory's FDN Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 37 shares — an estimated $4.56K sold.

Goodwin Investment Advisory first reported a position in FDN in Q4 2020 and held it in 9 quarters. The position peaked at $9K in Q3 2021. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

Goodwin Investment Advisory reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 37 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $4.56K.
Goodwin Investment Advisory first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's First Trust Dow Jones Internet Index Fund ETF position peaked at $9K in Q3 2021.
411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.