Kraematon Investment Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Kraematon Investment 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 Q1	–	Sell	-5,946	Closed	-$732K	–	128
2022 Q4	$732K	Sell	5,946 -95	-2%	-$12.1K	0.8%	38
2022 Q3	$762K	Sell	6,041 -2,922	-33%	-$407K	0.98%	36
2022 Q2	$1.14M	Sell	8,963 -492	-5%	-$73.5K	1.32%	27
2022 Q1	$1.78M	Sell	9,455 -145	-2%	-$27.6K	1.69%	19
2021 Q4	$2.17M	Buy	+9,600	New	+$2.27M	1.94%	16

Other funds holding FDN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Kraematon Investment Advisors's FDN Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 5,946 shares — an estimated $732K sold.

Kraematon Investment Advisors first reported a position in FDN in Q4 2021 and held it in 5 quarters. The position peaked at $2.17M in Q4 2021. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

Kraematon Investment Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
Kraematon Investment Advisors sold 5,946 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $732K.
Kraematon Investment Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 5 quarters.
Kraematon Investment Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.17M in Q4 2021.
411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.