Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 830 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 840 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 903 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 817 |
|
|
2022
Q2 | – | Sell |
-130
| Closed | -$24K | – | 998 |
|
|
2022
Q1 | $24K | Buy |
+130
| New | +$24K | ﹤0.01% | 455 |
|
|
2021
Q3 | – | Sell |
-108
| Closed | -$26K | – | 952 |
|
|
2021
Q2 | $26K | Buy |
+108
| New | +$26K | 0.01% | 507 |
|
|
2020
Q3 | – | Sell |
-11
| Closed | -$2K | – | 874 |
|
|
2020
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 664 |
|
|
2019
Q4 | – | Sell |
-646
| Closed | -$87K | – | 798 |
|
|
2019
Q3 | $87K | Hold |
646
| – | – | 0.03% | 256 |
|
|
2019
Q2 | $93K | Hold |
646
| – | – | 0.03% | 227 |
|
|
2019
Q1 | $90K | Hold |
646
| – | – | 0.03% | 230 |
|
|
2018
Q4 | $75K | Sell |
646
-891
| -58% | -$103K | 0.03% | 236 |
|
|
2018
Q3 | $218K | Hold |
1,537
| – | – | 0.07% | 138 |
|
|
2018
Q2 | $212K | Hold |
1,537
| – | – | 0.11% | 153 |
|
|
2018
Q1 | $185K | Hold |
1,537
| – | – | 0.1% | 155 |
|
|
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% | +$84.6K | 0.09% | 151 |
|
|
2017
Q1 | $57K | Sell |
646
-1,230
| -66% | -$109K | 0.03% | 290 |
|
|
2016
Q4 | $150K | Buy |
+1,876
| New | +$150K | 0.09% | 159 |
|
|
2016
Q1 | – | Sell |
-11
| Closed | -$1K | – | 910 |
|
|
2015
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 903 |
|