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North Star Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

North Star Investment Management’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
Q2 		– Sell
-750
Closed -$111K – 1302
2023
Q1 		$111K Buy
+750
New +$104K 0.01% 505

Other funds holding FDN

First Trust Advisors
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

North Star Investment Management's FDN Position: Q2 2023 in Review

North Star Investment Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2023, closing a stake of 750 shares — an estimated $111K sold.

North Star Investment Management first reported a position in FDN in Q1 2023 and held it in 1 quarter. The position peaked at $111K in Q1 2023. 433 funds tracked by Wall St. Rank hold FDN as of Q2 2023.

  • North Star Investment Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2023 after selling out during the quarter.
  • North Star Investment Management sold 750 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2023, an estimated $111K.
  • North Star Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2023 and held it in 1 quarter.
  • North Star Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $111K in Q1 2023.
  • 433 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2023.

Based on North Star Investment Management's 13F filing for Q2 2023, filed 2 Aug 2023.