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Roble Belko & Company’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Roble Belko & Company’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
2024
Q1 		– Sell
-10
Closed -$2K – 329
2023
Q4 		$2K Buy
+10
New +$1.67K ﹤0.01% 286
2019
Q3 		– Sell
-222
Closed -$32K – 340
2019
Q2 		$32K Buy
+222
New +$31.7K 0.01% 172

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Roble Belko & Company's FDN Position: Q1 2024 in Review

Roble Belko & Company sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024, closing a stake of 10 shares — an estimated $2K sold.

Roble Belko & Company first reported a position in FDN in Q2 2019 and held it in 2 quarters. The position peaked at $32K in Q2 2019. 510 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

  • Roble Belko & Company reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2024 after selling out during the quarter.
  • Roble Belko & Company sold 10 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $2K.
  • Roble Belko & Company first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2019 and held it in 2 quarters.
  • Roble Belko & Company's First Trust Dow Jones Internet Index Fund ETF position peaked at $32K in Q2 2019.
  • 510 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Roble Belko & Company's 13F filing for Q1 2024, filed 11 Apr 2024.