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HeadInvest LLC’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-300
Closed -$48.1K – 379
2023
Q3 		$48.1K Buy
+300
New +$49.9K 0.01% 354

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HeadInvest LLC's FDN Position: Q4 2023 in Review

HeadInvest LLC sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2023, closing a stake of 300 shares — an estimated $48.1K sold.

HeadInvest LLC first reported a position in FDN in Q3 2023 and held it in 1 quarter. The position peaked at $48.1K in Q3 2023. 499 funds tracked by Wall St. Rank hold FDN as of Q4 2023.

  • HeadInvest LLC reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 300 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2023, an estimated $48.1K.
  • HeadInvest LLC first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's First Trust Dow Jones Internet Index Fund ETF position peaked at $48.1K in Q3 2023.
  • 499 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.