Milestone Advisory Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Milestone Advisory Partners’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	$882K	Hold	5,526	–	–	0.73%	28
2023 Q2	$901K	Sell	5,526 -580	-9%	-$87.1K	0.82%	29
2023 Q1	$903K	Hold	6,106	–	–	0.83%	27
2022 Q4	$752K	Hold	6,106	–	–	0.56%	28
2022 Q3	$771K	Hold	6,106	–	–	0.58%	31
2022 Q2	$792K	Buy	+6,106	New	+$912K	0.64%	29
2022 Q1	–	Sell	-6,106	Closed	-$1.38M	–	88
2021 Q4	$1.38M	Buy	+6,106	New	+$1.45M	0.7%	30
2021 Q3	–	Sell	-6,106	Closed	-$1.5M	–	85
2021 Q2	$1.5M	Hold	6,106	–	–	0.79%	30
2021 Q1	$1.33M	Sell	6,106 -298	-5%	-$66.3K	0.71%	28
2020 Q4	$1.36M	Buy	+6,404	New	+$1.3M	0.77%	30
2020 Q2	–	Sell	-1,752,103	Closed	-$29.4M	–	58
2020 Q1	$29.4M	Buy	1,752,103 +1,745,467	+26,303%	+$242M	20.44%	1
2019 Q4	$923K	Hold	6,636	–	–	0.48%	28
2019 Q3	$893K	Hold	6,636	–	–	0.5%	27
2019 Q2	$954K	Hold	6,636	–	–	0.58%	25
2019 Q1	$922K	Hold	6,636	–	–	0.59%	24
2018 Q4	$768K	Hold	6,636	–	–	0.66%	22
2018 Q3	$939K	Hold	6,636	–	–	0.67%	25
2018 Q2	$913K	Hold	6,636	–	–	0.68%	25
2018 Q1	$800K	Hold	6,636	–	–	0.6%	25
2017 Q4	$729K	Buy	+6,636	New	+$713K	0.55%	27

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

Milestone Advisory Partners's FDN Position: Q3 2023 in Review

Milestone Advisory Partners held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2023 at 5,526 shares worth $882K. The position accounts for 0.73% of the portfolio, ranked #28.

Milestone Advisory Partners first reported a position in FDN in Q4 2017 and has held it in 20 quarters since. The position peaked at $29.4M in Q1 2020. 446 funds tracked by Wall St. Rank hold FDN as of Q3 2023.

Milestone Advisory Partners held 5,526 shares of First Trust Dow Jones Internet Index Fund ETF worth $882K as of Q3 2023.
Milestone Advisory Partners left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2023.
First Trust Dow Jones Internet Index Fund ETF made up 0.73% of Milestone Advisory Partners's portfolio in Q3 2023, its #28 holding.
Milestone Advisory Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and has held it in 20 quarters since.
Milestone Advisory Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $29.4M in Q1 2020.
446 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.