OLVIG
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Oliver Lagore Vanvalin Investment Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		– Sell
-277
Closed -$44.2K – 804
2023
Q3 		$44.2K Hold
277
– – 0.02% 255
2023
Q2 		$45.1K Buy
+277
New +$41.6K 0.02% 262

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Oliver Lagore Vanvalin Investment Group's FDN Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2023, closing a stake of 277 shares — an estimated $44.2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FDN in Q2 2023 and held it in 2 quarters. The position peaked at $45.1K in Q2 2023. 499 funds tracked by Wall St. Rank hold FDN as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 277 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2023, an estimated $44.2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $45.1K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.