Peterson Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.54M | Sell |
6,930
-2,354
| -25% | -$523K | 1.04% | 26 |
|
2024
Q4 | $2.26M | Sell |
9,284
-13,699
| -60% | -$3.33M | 1.34% | 25 |
|
2024
Q3 | $3.39M | Buy |
22,983
+10,721
| +87% | +$1.58M | 2.17% | 19 |
|
2024
Q2 | $2.51M | Buy |
12,262
+870
| +8% | +$178K | 1.55% | 24 |
|
2024
Q1 | $2.34M | Sell |
11,392
-47
| -0.4% | -$9.64K | 1.69% | 22 |
|
2023
Q4 | $2.13M | Sell |
11,439
-231
| -2% | -$43.1K | 1.92% | 16 |
|
2023
Q3 | $1.86M | Buy |
11,670
+2,647
| +29% | +$422K | 1.53% | 18 |
|
2023
Q2 | $1.47M | Buy |
9,023
+4,431
| +96% | +$722K | 1.16% | 23 |
|
2023
Q1 | $679K | Sell |
4,592
-55
| -1% | -$8.13K | 0.65% | 38 |
|
2022
Q4 | $572K | Buy |
+4,647
| New | +$572K | 0.58% | 38 |
|
2022
Q1 | – | Sell |
-10,770
| Closed | -$2.44M | – | 61 |
|
2021
Q4 | $2.44M | Buy |
10,770
+622
| +6% | +$141K | 1.63% | 20 |
|
2021
Q3 | $2.39M | Buy |
+10,148
| New | +$2.39M | 1.85% | 17 |
|
2021
Q2 | – | Sell |
-10,061
| Closed | -$2.19M | – | 62 |
|
2021
Q1 | $2.19M | Buy |
10,061
+2,835
| +39% | +$618K | 1.86% | 16 |
|
2020
Q4 | $1.53M | Buy |
7,226
+1,394
| +24% | +$296K | 1.25% | 23 |
|
2020
Q3 | $1.1M | Buy |
5,832
+349
| +6% | +$65.7K | 0.97% | 24 |
|
2020
Q2 | $935K | Buy |
+5,483
| New | +$935K | 0.93% | 26 |
|