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

Lee 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
2024
Q1 		– Sell
-47
Closed -$8.77K – 397
2023
Q4 		$8.77K Hold
47
– – ﹤0.01% 456
2023
Q3 		$7.5K Buy
+47
New +$7.81K ﹤0.01% 453

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Lee Financial's FDN Position: Q1 2024 in Review

Lee Financial sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024, closing a stake of 47 shares — an estimated $8.77K sold.

Lee Financial first reported a position in FDN in Q3 2023 and held it in 2 quarters. The position peaked at $8.77K in Q4 2023. 511 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

  • Lee Financial reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 47 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $8.77K.
  • Lee Financial first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's First Trust Dow Jones Internet Index Fund ETF position peaked at $8.77K in Q4 2023.
  • 511 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.