Perigon Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $842K | Buy |
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|
2025
Q2 | $804K | Sell |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $743K | Sell |
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|
2024
Q3 | $712K | Hold |
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|
2024
Q2 | $689K | Sell |
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|
2024
Q1 | $714K | Buy |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $535K | Sell |
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|
2021
Q4 | $974K | Buy |
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|
2021
Q3 | $980K | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $888K | Buy |
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|
2020
Q2 | $785K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $214K | Buy |
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