Mirabella Financial Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Mirabella Financial Services’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 Q1	–	Sell	-54,030	Closed	-$10.1M	–	582
2023 Q4	$10.1M	Buy	54,030 +15,582	+41%	+$2.6M	1.34%	15
2023 Q3	$6.14M	Buy	+38,448	New	+$6.39M	0.85%	35
2022 Q3	–	Sell	-16,520	Closed	-$2.1M	–	413
2022 Q2	$2.1M	Sell	16,520 -2,790	-14%	-$417K	0.21%	113
2022 Q1	$3.68M	Buy	19,310 +17,030	+747%	+$3.24M	0.41%	37
2021 Q4	$516K	Buy	+2,280	New	+$540K	0.05%	235
2021 Q3	–	Sell	-842	Closed	-$206K	–	463
2021 Q2	$206K	Buy	+842	New	+$193K	0.04%	271

Other funds holding FDN

First Trust Advisors

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

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

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

Envestnet Asset Management

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

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return