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Institutional & Family Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$7.38K Hold
36
– – ﹤0.01% 452
2024
Q1 		$7.38K Sell
36
-48
-57% -$9.47K ﹤0.01% 450
2023
Q4 		$15.7K Sell
84
-1,715
-95% -$287K ﹤0.01% 337
2023
Q3 		$287K Buy
1,799
+1,715
+2,042% +$285K 0.05% 124
2023
Q2 		$13.7K Hold
84
– – ﹤0.01% 353
2023
Q1 		$12.4K Sell
84
-73
-46% -$10.1K ﹤0.01% 354
2022
Q4 		$19.3K Hold
157
– – ﹤0.01% 309
2022
Q3 		$20K Hold
157
– – ﹤0.01% 312
2022
Q2 		$20K Hold
157
– – ﹤0.01% 316
2022
Q1 		$29K Sell
157
-763
-83% -$145K ﹤0.01% 313
2021
Q4 		$208K Sell
920
-3
-0.3% -$710 0.03% 156
2021
Q3 		$218K Buy
923
+763
+477% +$187K 0.03% 168
2021
Q2 		$39K Hold
160
– – 0.01% 373
2021
Q1 		$35K Hold
160
– – 0.01% 415
2020
Q4 		$34K Hold
160
– – 0.01% 377
2020
Q3 		$30K Sell
160
-700
-81% -$129K 0.01% 345
2020
Q2 		$147K Sell
860
-130
-13% -$19.8K 0.03% 200
2020
Q1 		$122K Sell
990
-14
-1% -$1.94K 0.03% 188
2019
Q4 		$140K Sell
1,004
-10
-1% -$1.35K 0.03% 199
2019
Q3 		$137K Sell
1,014
-3,414
-77% -$482K 0.03% 190
2019
Q2 		$637K Buy
4,428
+2,641
+148% +$377K 0.14% 101
2019
Q1 		$248K Buy
1,787
+276
+18% +$36.8K 0.05% 162
2018
Q4 		$176K Sell
1,511
-1,183
-44% -$147K 0.04% 174
2018
Q3 		$381K Sell
2,694
-50
-2% -$7.09K 0.08% 139
2018
Q2 		$378K Buy
2,744
+35
+1% +$4.58K 0.08% 131
2018
Q1 		$326K Buy
2,709
+495
+22% +$60K 0.07% 137
2017
Q4 		$243K Sell
2,214
-578
-21% -$62.1K 0.05% 153
2017
Q3 		$286K Sell
2,792
-254
-8% -$25.2K 0.06% 151
2017
Q2 		$289K Sell
3,046
-3,229
-51% -$300K 0.07% 113
2017
Q1 		$552K Sell
6,275
-12,420
-66% -$1.07M 0.17% 88
2016
Q4 		$1.49M Sell
18,695
-502
-3% -$40.5K 0.47% 64
2016
Q3 		$1.57M Sell
19,197
-3,297
-15% -$257K 0.52% 65
2016
Q2 		$1.62M Sell
22,494
-89
-0.4% -$6.28K 0.56% 64
2016
Q1 		$1.69M Sell
22,583
-189
-0.8% -$12.4K 0.63% 67
2015
Q4 		$1.7M Buy
+22,772
New +$1.69M 0.64% 67

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Institutional & Family Asset Management's FDN Position: Q2 2024 in Review

Institutional & Family Asset Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q2 2024 at 36 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Institutional & Family Asset Management first reported a position in FDN in Q4 2015 and has held it in 35 quarters since. The position peaked at $1.7M in Q4 2015. 500 funds tracked by Wall St. Rank hold FDN as of Q2 2024.

  • Institutional & Family Asset Management held 36 shares of First Trust Dow Jones Internet Index Fund ETF worth $7.38K as of Q2 2024.
  • Institutional & Family Asset Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q2 2024.
  • First Trust Dow Jones Internet Index Fund ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #452 holding.
  • Institutional & Family Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and has held it in 35 quarters since.
  • Institutional & Family Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.7M in Q4 2015.
  • 500 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.