M Holdings Securities’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

M Holdings Securities’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	-1,369	Closed	-$281K	–	178
2024 Q2	$281K	Buy	+1,369	New	+$275K	0.04%	242
2022 Q3	–	Sell	-2,335	Closed	-$297K	–	442
2022 Q2	$297K	Sell	2,335 -6,884	-75%	-$1.03M	0.03%	335
2022 Q1	$1.73M	Buy	+9,219	New	+$1.76M	0.13%	121
2021 Q2	–	Sell	-8,975	Closed	-$1.96M	–	315
2021 Q1	$1.96M	Buy	+8,975	New	+$2M	0.18%	118
2019 Q2	–	Sell	-6,305	Closed	-$876K	–	222
2019 Q1	$876K	Buy	6,305 +721	+13%	+$96K	0.2%	126
2018 Q4	$651K	Buy	5,584 +687	+14%	+$85.4K	0.2%	136
2018 Q3	$693K	Buy	4,897 +2,951	+152%	+$418K	0.18%	149
2018 Q2	$268K	Buy	+1,946	New	+$255K	0.07%	282

Other funds holding FDN

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

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

RJA

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

M Holdings Securities's FDN Position: Q3 2024 in Review

M Holdings Securities sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2024, closing a stake of 1,369 shares — an estimated $281K sold.

M Holdings Securities first reported a position in FDN in Q2 2018 and held it in 8 quarters. The position peaked at $1.96M in Q1 2021. 507 funds tracked by Wall St. Rank hold FDN as of Q3 2024.

M Holdings Securities reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 1,369 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2024, an estimated $281K.
M Holdings Securities first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2018 and held it in 8 quarters.
M Holdings Securities's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.96M in Q1 2021.
507 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.