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Jaffetilchin Investment Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-419
Closed -$88.8K – 670
2024
Q3 		$88.8K Buy
+419
New +$84.1K 0.01% 484
2022
Q1 		– Sell
-923
Closed -$209K – 339
2021
Q4 		$209K Buy
+923
New +$219K 0.02% 323
2020
Q3 		– Sell
-1,384
Closed -$236K – 234
2020
Q2 		$236K Sell
1,384
-1,133
-45% -$173K 0.05% 184
2020
Q1 		$311K Sell
2,517
-12,815
-84% -$1.78M 0.11% 117
2019
Q4 		$2.13M Buy
15,332
+2,024
+15% +$273K 0.46% 44
2019
Q3 		$1.79M Buy
13,308
+478
+4% +$67.5K 0.43% 43
2019
Q2 		$1.84M Buy
12,830
+10,704
+503% +$1.53M 0.43% 40
2019
Q1 		$295K Sell
2,126
-29
-1% -$3.86K 0.07% 213
2018
Q4 		$251K Buy
+2,155
New +$268K 0.06% 203
2017
Q2 		– Sell
-6,941
Closed -$611K – 242
2017
Q1 		$611K Buy
6,941
+943
+16% +$81.2K 0.16% 110
2016
Q4 		$479K Buy
5,998
+389
+7% +$31.4K 0.14% 120
2016
Q3 		$457K Buy
5,609
+883
+19% +$68.8K 0.15% 116
2016
Q2 		$341K Buy
+4,726
New +$334K 0.1% 164
2016
Q1 		– Sell
-101,942
Closed -$7.61M – 199
2015
Q4 		$7.61M Buy
+101,942
New +$7.55M 2.47% 9

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Jaffetilchin Investment Partners's FDN Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2024, closing a stake of 419 shares — an estimated $88.8K sold.

Jaffetilchin Investment Partners first reported a position in FDN in Q4 2015 and held it in 14 quarters. The position peaked at $7.61M in Q4 2015. 584 funds tracked by Wall St. Rank hold FDN as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 419 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2024, an estimated $88.8K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and held it in 14 quarters.
  • Jaffetilchin Investment Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $7.61M in Q4 2015.
  • 584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.