Mezzasalma Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Mezzasalma Advisors’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
2023 Q3	–	Sell	-6,492	Closed	-$1.06M	–	85
2023 Q2	$1.06M	Sell	6,492 -61	-0.9%	-$9.16K	0.64%	34
2023 Q1	$969K	Sell	6,553 -363	-5%	-$50.1K	0.69%	32
2022 Q4	$852K	Sell	6,916 -137	-2%	-$17.4K	0.74%	33
2022 Q3	$890K	Sell	7,053 -19	-0.3%	-$2.65K	0.71%	28
2022 Q2	$898K	Sell	7,072 -8	-0.1%	-$1.2K	0.76%	29
2022 Q1	$1.33M	Sell	7,080 -229	-3%	-$43.6K	0.83%	23
2021 Q4	$1.65M	Sell	7,309 -17	-0.2%	-$4.03K	0.89%	23
2021 Q3	$1.73M	Sell	7,326 -19	-0.3%	-$4.65K	0.97%	22
2021 Q2	$1.8M	Sell	7,345 -196	-3%	-$44.8K	0.99%	25
2021 Q1	$1.65M	Sell	7,541 -384	-5%	-$85.4K	1.05%	25
2020 Q4	$1.68M	Buy	+7,925	New	+$1.6M	1.08%	25

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

RJFSA

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

Mezzasalma Advisors's FDN Position: Q3 2023 in Review

Mezzasalma Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2023, closing a stake of 6,492 shares — an estimated $1.06M sold.

Mezzasalma Advisors first reported a position in FDN in Q4 2020 and held it in 11 quarters. The position peaked at $1.8M in Q2 2021. 446 funds tracked by Wall St. Rank hold FDN as of Q3 2023.

Mezzasalma Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2023 after selling out during the quarter.
Mezzasalma Advisors sold 6,492 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2023, an estimated $1.06M.
Mezzasalma Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 11 quarters.
Mezzasalma Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.8M in Q2 2021.
446 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2023.

Based on Mezzasalma Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.