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Revolve Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Revolve Wealth Partners’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
Q1 		– Sell
-944
Closed -$213K – 152
2021
Q4 		$213K Buy
+944
New +$224K 0.06% 142

Other funds holding FDN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Revolve Wealth Partners's FDN Position: Q1 2022 in Review

Revolve Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2022, closing a stake of 944 shares — an estimated $213K sold.

Revolve Wealth Partners first reported a position in FDN in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 480 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

  • Revolve Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2022 after selling out during the quarter.
  • Revolve Wealth Partners sold 944 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $213K.
  • Revolve Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and held it in 1 quarter.
  • Revolve Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $213K in Q4 2021.
  • 480 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Revolve Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.