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Oxler Private Wealth’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Oxler Private Wealth’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
-202
Closed -$19.6K – 172
2022
Q3 		$19.6K Buy
+202
New +$28.1K 0.01% 298

Other funds holding FDN

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
Goldman Sachs
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

Oxler Private Wealth's FDN Position: Q4 2022 in Review

Oxler Private Wealth sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 202 shares — an estimated $19.6K sold.

Oxler Private Wealth first reported a position in FDN in Q3 2022 and held it in 1 quarter. The position peaked at $19.6K in Q3 2022. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

  • Oxler Private Wealth reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 202 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $19.6K.
  • Oxler Private Wealth first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's First Trust Dow Jones Internet Index Fund ETF position peaked at $19.6K in Q3 2022.
  • 400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.