LA
FDN icon

Lane & Associates’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Lane & Associates’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
-3,396
Closed -$418K – 98
2022
Q4 		$418K Buy
+3,396
New +$431K 0.4% 54

Other funds holding FDN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
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

Lane & Associates's FDN Position: Q1 2023 in Review

Lane & Associates sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 3,396 shares — an estimated $418K sold.

Lane & Associates first reported a position in FDN in Q4 2022 and held it in 1 quarter. The position peaked at $418K in Q4 2022. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

  • Lane & Associates reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
  • Lane & Associates sold 3,396 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $418K.
  • Lane & Associates first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and held it in 1 quarter.
  • Lane & Associates's First Trust Dow Jones Internet Index Fund ETF position peaked at $418K in Q4 2022.
  • 411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Lane & Associates's 13F filing for Q1 2023, filed 12 Apr 2024.