Krilogy Financial’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Krilogy Financial’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 Q4	–	Sell	-13,074	Closed	-$2.09M	–	205
2023 Q3	$2.09M	Buy	+13,074	New	+$2.17M	0.19%	108
2018 Q4	–	Sell	-60	Closed	-$8K	–	310
2018 Q3	$8K	Buy	+60	New	+$8.51K	﹤0.01%	558
2018 Q2	–	Sell	-60	Closed	-$7K	–	312
2018 Q1	$7K	Sell	60 -68	-53%	-$8.24K	﹤0.01%	562
2017 Q4	$14K	Hold	128	–	–	﹤0.01%	486
2017 Q3	$13K	Buy	128 +60	+88%	+$5.95K	﹤0.01%	546
2017 Q2	$6K	Hold	68	–	–	﹤0.01%	576
2017 Q1	$5K	Hold	68	–	–	﹤0.01%	575
2016 Q4	$5K	Hold	68	–	–	﹤0.01%	575
2016 Q3	$6K	Buy	+68	New	+$5.3K	﹤0.01%	581

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Krilogy Financial's FDN Position: Q4 2023 in Review

Krilogy Financial sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2023, closing a stake of 13,074 shares — an estimated $2.09M sold.

Krilogy Financial first reported a position in FDN in Q3 2016 and held it in 9 quarters. The position peaked at $2.09M in Q3 2023. 499 funds tracked by Wall St. Rank hold FDN as of Q4 2023.

Krilogy Financial reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2023 after selling out during the quarter.
Krilogy Financial sold 13,074 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2023, an estimated $2.09M.
Krilogy Financial first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2016 and held it in 9 quarters.
Krilogy Financial's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.09M in Q3 2023.
499 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2023.

Based on Krilogy Financial's 13F filing for Q4 2023, filed 26 Jan 2024.