Plante Moran Financial Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Plante Moran Financial 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	-10	Closed	-$1K	–	898
2022 Q3	$1K	Buy	+10	New	+$1.39K	﹤0.01%	817
2022 Q2	–	Sell	-130	Closed	-$24K	–	997
2022 Q1	$24K	Buy	+130	New	+$24.8K	﹤0.01%	455
2021 Q3	–	Sell	-108	Closed	-$26K	–	951
2021 Q2	$26K	Buy	+108	New	+$24.7K	0.01%	507
2020 Q3	–	Sell	-11	Closed	-$2K	–	862
2020 Q2	$2K	Buy	+11	New	+$1.68K	﹤0.01%	665
2019 Q4	–	Sell	-646	Closed	-$87K	–	799
2019 Q3	$87K	Hold	646	–	–	0.03%	256
2019 Q2	$93K	Hold	646	–	–	0.03%	229
2019 Q1	$90K	Hold	646	–	–	0.03%	232
2018 Q4	$75K	Sell	646 -891	-58%	-$111K	0.03%	238
2018 Q3	$218K	Hold	1,537	–	–	0.07%	139
2018 Q2	$212K	Hold	1,537	–	–	0.11%	155
2018 Q1	$185K	Hold	1,537	–	–	0.1%	157
2017 Q4	$169K	Hold	1,537	–	–	0.09%	160
2017 Q3	$157K	Hold	1,537	–	–	0.09%	154
2017 Q2	$146K	Buy	1,537 +891	+138%	+$82.7K	0.09%	151
2017 Q1	$57K	Sell	646 -1,230	-66%	-$106K	0.03%	291
2016 Q4	$150K	Buy	+1,876	New	+$151K	0.09%	159
2016 Q1	–	Sell	-11	Closed	-$1K	–	910
2015 Q4	$1K	Buy	+11	New	+$815	﹤0.01%	903

Other funds holding FDN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Plante Moran Financial Advisors's FDN Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in FDN in Q4 2015 and held it in 17 quarters. The position peaked at $218K in Q3 2018. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Plante Moran Financial Advisors reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 10 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $1K.
Plante Moran Financial Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2015 and held it in 17 quarters.
Plante Moran Financial Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $218K in Q3 2018.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.