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Pointe Capital Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Pointe Capital Management’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
2023
Q2 		– Sell
-14
Closed -$2.07K – 236
2023
Q1 		$2.07K Buy
+14
New +$1.93K ﹤0.01% 382

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pointe Capital Management's FDN Position: Q2 2023 in Review

Pointe Capital Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2023, closing a stake of 14 shares — an estimated $2.07K sold.

Pointe Capital Management first reported a position in FDN in Q1 2023 and held it in 1 quarter. The position peaked at $2.07K in Q1 2023. 433 funds tracked by Wall St. Rank hold FDN as of Q2 2023.

  • Pointe Capital Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 14 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2023, an estimated $2.07K.
  • Pointe Capital Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.07K in Q1 2023.
  • 433 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.