Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,304
| Closed | -$245K | – | 540 |
|
|
2022
Q1 | $245K | Hold |
1,304
| – | – | 0.04% | 466 |
|
|
2021
Q4 | $295K | Sell |
1,304
-35
| -3% | -$7.92K | 0.05% | 382 |
|
|
2021
Q3 | $316K | Buy |
1,339
+55
| +4% | +$13K | 0.06% | 360 |
|
|
2021
Q2 | $314K | Hold |
1,284
| – | – | 0.06% | 363 |
|
|
2021
Q1 | $280K | Buy |
1,284
+155
| +14% | +$33.8K | 0.05% | 371 |
|
|
2020
Q4 | $240K | Sell |
1,129
-71
| -6% | -$15.1K | 0.05% | 384 |
|
|
2020
Q3 | $226K | Sell |
1,200
-1,452
| -55% | -$273K | 0.05% | 377 |
|
|
2020
Q2 | $452K | Buy |
2,652
+735
| +38% | +$125K | 0.11% | 250 |
|
|
2020
Q1 | $237K | Sell |
1,917
-151
| -7% | -$18.7K | 0.07% | 325 |
|
|
2019
Q4 | $288K | Buy |
+2,068
| New | +$288K | 0.07% | 354 |
|
|
2019
Q2 | – | Sell |
-1,545
| Closed | -$215K | – | 476 |
|
|
2019
Q1 | $215K | Buy |
+1,545
| New | +$215K | 0.05% | 400 |
|