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JP Morgan Private Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$26.6M Sell
166,557
-5,995
-3% -$996K 0.08% 239
2023
Q2 		$28.1M Sell
172,552
-20,731
-11% -$3.11M 0.15% 136
2023
Q1 		$28.6M Sell
193,283
-19,732
-9% -$2.73M 0.06% 268
2022
Q4 		$26.2M Sell
213,015
-130,583
-38% -$16.6M 0.06% 274
2022
Q3 		$43.4M Sell
343,598
-36,728
-10% -$5.12M 0.11% 187
2022
Q2 		$48.3M Sell
380,326
-65,884
-15% -$9.85M 0.12% 175
2022
Q1 		$83.8M Buy
446,210
+29,167
+7% +$5.56M 0.18% 132
2021
Q4 		$94.3M Sell
417,043
-4,639
-1% -$1.1M 0.2% 116
2021
Q3 		$99.5M Buy
421,682
+41,991
+11% +$10.3M 0.24% 100
2021
Q2 		$93M Buy
379,691
+61,258
+19% +$14M 0.24% 103
2021
Q1 		$69.4M Sell
318,433
-9,144
-3% -$2.03M 0.22% 112
2020
Q4 		$69.5M Sell
327,577
-17,269
-5% -$3.49M 0.23% 110
2020
Q3 		$64.9M Buy
344,846
+38,134
+12% +$7.04M 0.25% 100
2020
Q2 		$52.3M Buy
306,712
+19,173
+7% +$2.93M 0.24% 105
2020
Q1 		$35.6M Sell
287,539
-5,161
-2% -$716K 0.2% 116
2019
Q4 		$40.7M Buy
292,700
+21,330
+8% +$2.88M 0.18% 127
2019
Q3 		$36.5M Buy
271,370
+25,694
+10% +$3.63M 0.19% 125
2019
Q2 		$35.3M Sell
245,676
-1,958
-0.8% -$279K 0.19% 123
2019
Q1 		$34.4M Buy
247,634
+14,012
+6% +$1.87M 0.18% 129
2018
Q4 		$27.3M Buy
233,622
+991
+0.4% +$123K 0.17% 138
2018
Q3 		$32.9M Buy
232,631
+9,409
+4% +$1.33M 0.16% 143
2018
Q2 		$30.7M Buy
+223,222
New +$29.2M 0.17% 135
2018
Q1 		– Sell
-149,170
Closed -$16.4M – 1325
2017
Q4 		$16.4M Buy
149,170
+31,806
+27% +$3.42M 0.11% 181
2017
Q3 		$12M Buy
117,364
+39,980
+52% +$3.96M 0.09% 199
2017
Q2 		$7.33M Buy
77,384
+23,734
+44% +$2.2M 0.06% 256
2017
Q1 		$4.72M Buy
53,650
+11,797
+28% +$1.02M 0.04% 315
2016
Q4 		$3.34M Buy
41,853
+8,392
+25% +$677K 0.03% 343
2016
Q3 		$2.73M Buy
33,461
+14,568
+77% +$1.14M 0.03% 375
2016
Q2 		$1.36M Buy
18,893
+3,271
+21% +$231K 0.01% 518
2016
Q1 		$1.07M Buy
15,622
+12,641
+424% +$830K 0.01% 543
2015
Q4 		$222K Buy
+2,981
New +$221K ﹤0.01% 989

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

JP Morgan Private Wealth Advisors's FDN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 3.5% in Q3 2023, selling an estimated $996K and leaving 166,557 shares worth $26.6M. The position accounts for 0.08% of the portfolio, ranked #239.

JP Morgan Private Wealth Advisors first reported a position in FDN in Q4 2015 and has held it in 31 quarters since. The position peaked at $99.5M in Q3 2021. 446 funds tracked by Wall St. Rank hold FDN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 166,557 shares of First Trust Dow Jones Internet Index Fund ETF worth $26.6M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,995 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2023, an estimated $996K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #239 holding.
  • JP Morgan Private Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $99.5M in Q3 2021.
  • 446 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.