KWM
Kingsview Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4M | Buy |
31,170
+20,458
| +191% | +$5.51M | 0.14% | 157 |
|
|
2025
Q1 | $2.38M | Buy |
10,712
+299
| +3% | +$66.4K | 0.04% | 355 |
|
|
2024
Q4 | $2.53M | Buy |
10,413
+1,480
| +17% | +$360K | 0.05% | 330 |
|
|
2024
Q3 | $1.89M | Buy |
8,933
+2,931
| +49% | +$621K | 0.04% | 385 |
|
|
2024
Q2 | $1.23M | Sell |
6,002
-12,572
| -68% | -$2.58M | 0.03% | 458 |
|
|
2024
Q1 | $3.81M | Buy |
18,574
+12,485
| +205% | +$2.56M | 0.1% | 202 |
|
|
2023
Q4 | $1.14M | Sell |
6,089
-8,085
| -57% | -$1.51M | 0.03% | 435 |
|
|
2023
Q3 | $2.26M | Buy |
14,174
+8,600
| +154% | +$1.37M | 0.08% | 257 |
|
|
2023
Q2 | $909K | Buy |
5,574
+508
| +10% | +$82.8K | 0.04% | 435 |
|
|
2023
Q1 | $749K | Sell |
5,066
-65
| -1% | -$9.61K | 0.03% | 468 |
|
|
2022
Q4 | $632K | Sell |
5,131
-4,911
| -49% | -$605K | 0.03% | 449 |
|
|
2022
Q3 | $1.27M | Sell |
10,042
-30
| -0.3% | -$3.79K | 0.06% | 288 |
|
|
2022
Q2 | $1.28M | Sell |
10,072
-1,499
| -13% | -$190K | 0.06% | 302 |
|
|
2022
Q1 | $2.17M | Sell |
11,571
-74
| -0.6% | -$13.9K | 0.1% | 224 |
|
|
2021
Q4 | $2.63M | Sell |
11,645
-532
| -4% | -$120K | 0.11% | 194 |
|
|
2021
Q3 | $2.87M | Buy |
12,177
+650
| +6% | +$153K | 0.14% | 165 |
|
|
2021
Q2 | $2.83M | Sell |
11,527
-278
| -2% | -$68.1K | 0.14% | 164 |
|
|
2021
Q1 | $2.64M | Sell |
11,805
-178
| -1% | -$39.8K | 0.15% | 148 |
|
|
2020
Q4 | $2.54M | Sell |
11,983
-939
| -7% | -$199K | 0.18% | 127 |
|
|
2020
Q3 | $2.43M | Sell |
12,922
-4,037
| -24% | -$760K | 0.22% | 115 |
|
|
2020
Q2 | $2.89M | Buy |
16,959
+625
| +4% | +$107K | 0.29% | 86 |
|
|
2020
Q1 | $2.02M | Sell |
16,334
-639
| -4% | -$79.1K | 0.27% | 103 |
|
|
2019
Q4 | $2.36M | Sell |
16,973
-347
| -2% | -$48.3K | 0.3% | 93 |
|
|
2019
Q3 | $2.33M | Buy |
17,320
+241
| +1% | +$32.4K | 0.37% | 75 |
|
|
2019
Q2 | $2.46M | Sell |
17,079
-10,055
| -37% | -$1.45M | 0.41% | 65 |
|
|
2019
Q1 | $3.77M | Buy |
27,134
+2,588
| +11% | +$359K | 0.57% | 42 |
|
|
2018
Q4 | $2.86M | Sell |
24,546
-1,964
| -7% | -$229K | 0.63% | 44 |
|
|
2018
Q3 | $3.75M | Buy |
26,510
+3,979
| +18% | +$563K | 0.76% | 29 |
|
|
2018
Q2 | $3.1M | Buy |
22,531
+16,718
| +288% | +$2.3M | 0.74% | 36 |
|
|
2018
Q1 | $700K | Buy |
+5,813
| New | +$700K | 0.17% | 156 |
|