Institute for Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Institute for Wealth Management’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
2022 Q2	–	Sell	-1,304	Closed	-$245K	–	544
2022 Q1	$245K	Hold	1,304	–	–	0.04%	470
2021 Q4	$295K	Sell	1,304 -35	-3%	-$8.29K	0.05%	382
2021 Q3	$316K	Buy	1,339 +55	+4%	+$13.4K	0.06%	363
2021 Q2	$314K	Hold	1,284	–	–	0.06%	363
2021 Q1	$280K	Buy	1,284 +155	+14%	+$34.5K	0.05%	374
2020 Q4	$240K	Sell	1,129 -71	-6%	-$14.4K	0.05%	389
2020 Q3	$226K	Sell	1,200 -1,452	-55%	-$268K	0.05%	381
2020 Q2	$452K	Buy	2,652 +735	+38%	+$112K	0.11%	250
2020 Q1	$237K	Sell	1,917 -151	-7%	-$20.9K	0.07%	330
2019 Q4	$288K	Buy	+2,068	New	+$279K	0.07%	354
2019 Q2	–	Sell	-1,545	Closed	-$215K	–	478
2019 Q1	$215K	Buy	+1,545	New	+$206K	0.05%	400

Other funds holding FDN

Morgan Stanley New York $1.66T AUM 25.57% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JMPWA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Institute for Wealth Management's FDN Position: Q2 2022 in Review

Institute for Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,304 shares — an estimated $245K sold.

Institute for Wealth Management first reported a position in FDN in Q1 2019 and held it in 11 quarters. The position peaked at $452K in Q2 2020. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Institute for Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
Institute for Wealth Management sold 1,304 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $245K.
Institute for Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2019 and held it in 11 quarters.
Institute for Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $452K in Q2 2020.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Institute for Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.