LWA
Lineweaver Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Hold |
2,717
| – | – | 0.12% | 108 |
|
|
2025
Q1 | $604K | Buy |
2,717
+188
| +7% | +$41.8K | 0.1% | 107 |
|
|
2024
Q4 | $615K | Hold |
2,529
| – | – | 0.11% | 101 |
|
|
2024
Q3 | $536K | Hold |
2,529
| – | – | 0.1% | 102 |
|
|
2024
Q2 | $518K | Buy |
+2,529
| New | +$518K | 0.11% | 102 |
|
|
2024
Q1 | – | Sell |
-2,479
| Closed | -$462K | – | 127 |
|
|
2023
Q4 | $462K | Sell |
2,479
-574
| -19% | -$107K | 0.12% | 101 |
|
|
2023
Q3 | $487K | Sell |
3,053
-64
| -2% | -$10.2K | 0.14% | 95 |
|
|
2023
Q2 | $508K | Hold |
3,117
| – | – | 0.14% | 85 |
|
|
2023
Q1 | $461K | Hold |
3,117
| – | – | 0.14% | 88 |
|
|
2022
Q4 | $384K | Sell |
3,117
-480
| -13% | -$59.1K | 0.12% | 92 |
|
|
2022
Q3 | $454K | Hold |
3,597
| – | – | 0.15% | 89 |
|
|
2022
Q2 | $456K | Sell |
3,597
-249
| -6% | -$31.6K | 0.15% | 88 |
|
|
2022
Q1 | $722K | Sell |
3,846
-487
| -11% | -$91.4K | 0.21% | 75 |
|
|
2021
Q4 | $979K | Buy |
4,333
+6
| +0.1% | +$1.36K | 0.28% | 57 |
|
|
2021
Q3 | $1.02M | Buy |
4,327
+26
| +0.6% | +$6.13K | 0.31% | 50 |
|
|
2021
Q2 | $1.05M | Hold |
4,301
| – | – | 0.35% | 46 |
|
|
2021
Q1 | $937K | Hold |
4,301
| – | – | 0.33% | 44 |
|
|
2020
Q4 | $912K | Sell |
4,301
-18
| -0.4% | -$3.82K | 0.36% | 35 |
|
|
2020
Q3 | $813K | Buy |
4,319
+71
| +2% | +$13.4K | 0.36% | 36 |
|
|
2020
Q2 | $724K | Buy |
4,248
+29
| +0.7% | +$4.94K | 0.37% | 34 |
|
|
2020
Q1 | $522K | Buy |
4,219
+481
| +13% | +$59.5K | 0.33% | 36 |
|
|
2019
Q4 | $520K | Buy |
+3,738
| New | +$520K | 0.29% | 34 |
|