Modera Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+873
| New | +$235K | ﹤0.01% | 589 |
|
|
2025
Q1 | – | Sell |
-873
| Closed | -$212K | – | 618 |
|
|
2024
Q4 | $212K | Buy |
+873
| New | +$212K | ﹤0.01% | 584 |
|
|
2022
Q1 | – | Sell |
-1,190
| Closed | -$269K | – | 437 |
|
|
2021
Q4 | $269K | Buy |
1,190
+225
| +23% | +$50.9K | 0.01% | 451 |
|
|
2021
Q3 | $228K | Hold |
965
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $236K | Hold |
965
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $211K | Hold |
965
| – | – | 0.01% | 217 |
|
|
2020
Q4 | $205K | Buy |
+965
| New | +$205K | 0.02% | 224 |
|