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Maxwell Wealth Strategies’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$613K Hold
2,521
– – 0.25% 78
2024
Q3 		$566K Hold
2,521
– – 0.24% 79
2024
Q2 		$517K Hold
2,521
– – 0.25% 76
2024
Q1 		$490K Sell
2,521
-725
-22% -$143K 0.25% 79
2023
Q4 		$606K Buy
+3,246
New +$543K 0.4% 56

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Maxwell Wealth Strategies's FDN Position: Q4 2024 in Review

Maxwell Wealth Strategies held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q4 2024 at 2,521 shares worth $613K. The position accounts for 0.25% of the portfolio, ranked #78.

Maxwell Wealth Strategies first reported a position in FDN in Q4 2023 and has held it in 5 quarters since. 584 funds tracked by Wall St. Rank hold FDN as of Q4 2024.

  • Maxwell Wealth Strategies held 2,521 shares of First Trust Dow Jones Internet Index Fund ETF worth $613K as of Q4 2024.
  • Maxwell Wealth Strategies left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q4 2024.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.25% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #78 holding.
  • Maxwell Wealth Strategies first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 5 quarters since.
  • 584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.