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

Operose 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
2022 Q4	–	Sell	-82	Closed	-$10K	–	369
2022 Q3	$10K	Hold	82	–	–	0.01%	259
2022 Q2	$10K	Hold	82	–	–	0.01%	237
2022 Q1	$15K	Hold	82	–	–	0.01%	232
2021 Q4	$19K	Buy	+82	New	+$19.4K	0.02%	213

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

Operose Advisors's FDN Position: Q4 2022 in Review

Operose Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 82 shares — an estimated $10K sold.

Operose Advisors first reported a position in FDN in Q4 2021 and held it in 4 quarters. The position peaked at $19K in Q4 2021. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Operose Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
Operose Advisors sold 82 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $10K.
Operose Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 4 quarters.
Operose Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $19K in Q4 2021.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Operose Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.