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Northwest Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-58
Closed -$12.3K – 246
2024
Q3 		$12.3K Buy
+58
New +$11.6K 0.01% 375
2024
Q1 		– Sell
-58
Closed -$10.8K – 227
2023
Q4 		$10.8K Buy
+58
New +$9.7K 0.01% 368

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwest Financial Advisors's FDN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2024, closing a stake of 58 shares — an estimated $12.3K sold.

Northwest Financial Advisors first reported a position in FDN in Q4 2023 and held it in 2 quarters. The position peaked at $12.3K in Q3 2024. 584 funds tracked by Wall St. Rank hold FDN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 58 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2024, an estimated $12.3K.
  • Northwest Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $12.3K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.