L.M. Kohn & Company’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-3,131	Closed	-$642K	–	292
2024 Q2	$642K	Sell	3,131 -649	-17%	-$130K	0.17%	119
2024 Q1	$775K	Hold	3,780	–	–	0.22%	101
2023 Q4	$705K	Hold	3,780	–	–	0.23%	96
2023 Q3	$603K	Sell	3,780 -35	-0.9%	-$5.82K	0.22%	96
2023 Q2	$622K	Buy	3,815 +15	+0.4%	+$2.25K	0.23%	100
2023 Q1	$562K	Buy	3,800 +33	+0.9%	+$4.56K	0.23%	101
2022 Q4	$464K	Buy	3,767 +24	+0.6%	+$3.05K	0.22%	114
2022 Q3	$473K	Sell	3,743 -15	-0.4%	-$2.09K	0.23%	104
2022 Q2	$478K	Sell	3,758 -10	-0.3%	-$1.49K	0.22%	115
2022 Q1	$708K	Buy	+3,768	New	+$718K	0.27%	86

Other funds holding FDN

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return