Legacy Capital Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Legacy Capital Wealth Partners’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
2022 Q4	–	Sell	-26,785	Closed	-$3.38M	–	60
2022 Q3	$3.38M	Sell	26,785 -8,383	-24%	-$1.17M	1.79%	24
2022 Q2	$4.47M	Buy	35,168 +369	+1%	+$55.1K	2.25%	17
2022 Q1	$6.54M	Buy	+34,799	New	+$6.63M	2.81%	13

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

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

RJFSA

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

Legacy Capital Wealth Partners's FDN Position: Q4 2022 in Review

Legacy Capital Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 26,785 shares — an estimated $3.38M sold.

Legacy Capital Wealth Partners first reported a position in FDN in Q1 2022 and held it in 3 quarters. The position peaked at $6.54M in Q1 2022. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Legacy Capital Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
Legacy Capital Wealth Partners sold 26,785 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $3.38M.
Legacy Capital Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2022 and held it in 3 quarters.
Legacy Capital Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $6.54M in Q1 2022.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2022, filed 9 Feb 2023.