Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
FDN icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
-88,000
Closed -$10.8M – 1328
2022
Q4 		$10.8M Buy
+88,000
New +$11.2M 0.05% 268

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Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's FDN Position: Q1 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 88,000 shares — an estimated $10.8M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in FDN in Q4 2022 and held it in 1 quarter. The position peaked at $10.8M in Q4 2022. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 88,000 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $10.8M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and held it in 1 quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's First Trust Dow Jones Internet Index Fund ETF position peaked at $10.8M in Q4 2022.
  • 411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2023, filed 12 May 2023.