Holistic Financial Partners’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 | $6.9M | Buy |
25,613
+17,224
| +205% | +$4.64M | 3.02% | 8 |
|
|
2025
Q1 | $1.86M | Buy |
8,389
+5,017
| +149% | +$1.11M | 0.9% | 22 |
|
|
2024
Q4 | $820K | Buy |
+3,372
| New | +$820K | 0.41% | 36 |
|
|
2022
Q2 | – | Sell |
-26,662
| Closed | -$5.01M | – | 103 |
|
|
2022
Q1 | $5.01M | Sell |
26,662
-11,717
| -31% | -$2.2M | 3.18% | 9 |
|
|
2021
Q4 | $8.68M | Buy |
38,379
+502
| +1% | +$114K | 5.03% | 6 |
|
|
2021
Q3 | $8.94M | Buy |
37,877
+1,604
| +4% | +$378K | 5.51% | 5 |
|
|
2021
Q2 | $8.88M | Buy |
36,273
+604
| +2% | +$148K | 5.3% | 5 |
|
|
2021
Q1 | $7.78M | Buy |
35,669
+82
| +0.2% | +$17.9K | 5.13% | 5 |
|
|
2020
Q4 | $7.55M | Buy |
+35,587
| New | +$7.55M | 5.21% | 5 |
|
|
2020
Q3 | – | Sell |
-34,418
| Closed | -$5.87M | – | 116 |
|
|
2020
Q2 | $5.87M | Buy |
+34,418
| New | +$5.87M | 5.07% | 6 |
|