NFP Retirement Inc’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

NFP Retirement Inc’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
2022 Q4	–	Sell	-2,276	Closed	-$287K	–	243
2022 Q3	$287K	Sell	2,276 -260	-10%	-$36.2K	0.07%	188
2022 Q2	$322K	Sell	2,536 -109	-4%	-$16.3K	0.08%	177
2022 Q1	$497K	Buy	2,645 +312	+13%	+$59.4K	0.12%	131
2021 Q4	$528K	Buy	2,333 +61	+3%	+$14.4K	0.19%	85
2021 Q3	$536K	Buy	2,272 +434	+24%	+$106K	0.22%	79
2021 Q2	$450K	Buy	1,838 +116	+7%	+$26.5K	0.17%	87
2021 Q1	$376K	Buy	1,722 +147	+9%	+$32.7K	0.16%	88
2020 Q4	$334K	Buy	1,575 +155	+11%	+$31.4K	0.21%	87
2020 Q3	$267K	Buy	+1,420	New	+$262K	0.18%	90

Other funds holding FDN

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

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

NFP Retirement Inc's FDN Position: Q4 2022 in Review

NFP Retirement Inc sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 2,276 shares — an estimated $287K sold.

NFP Retirement Inc first reported a position in FDN in Q3 2020 and held it in 9 quarters. The position peaked at $536K in Q3 2021. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

NFP Retirement Inc reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
NFP Retirement Inc sold 2,276 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $287K.
NFP Retirement Inc first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 9 quarters.
NFP Retirement Inc's First Trust Dow Jones Internet Index Fund ETF position peaked at $536K in Q3 2021.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on NFP Retirement Inc's 13F filing for Q4 2022, filed 13 Feb 2025.