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Retirement Financial Solutions’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-112
Closed -$13.8K – 88
2022
Q4 		$13.8K Buy
+112
New +$14.2K 0.01% 117

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UBS Group
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Retirement Financial Solutions's FDN Position: Q1 2023 in Review

Retirement Financial Solutions sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2023, closing a stake of 112 shares — an estimated $13.8K sold.

Retirement Financial Solutions first reported a position in FDN in Q4 2022 and held it in 1 quarter. The position peaked at $13.8K in Q4 2022. 411 funds tracked by Wall St. Rank hold FDN as of Q1 2023.

  • Retirement Financial Solutions reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 112 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2023, an estimated $13.8K.
  • Retirement Financial Solutions first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's First Trust Dow Jones Internet Index Fund ETF position peaked at $13.8K in Q4 2022.
  • 411 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.