MWM
MGB Wealth Management’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 | $3.78M | Hold |
14,033
| – | – | 1.24% | 13 |
|
|
2025
Q1 | $3.12M | Hold |
14,033
| – | – | 1.13% | 14 |
|
|
2024
Q4 | $3.42M | Hold |
14,033
| – | – | 1.06% | 12 |
|
|
2024
Q3 | $2.97M | Sell |
14,033
-1,675
| -11% | -$355K | 1.08% | 17 |
|
|
2024
Q2 | $3.21M | Buy |
15,708
+350
| +2% | +$71.5K | 1.2% | 14 |
|
|
2024
Q1 | $3.15M | Hold |
15,358
| – | – | 1.28% | 12 |
|
|
2023
Q4 | $2.87M | Buy |
+15,358
| New | +$2.87M | 1.44% | 11 |
|