RWA
Rooted Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
9,145
+61
| +0.7% | +$16.1K | 0.83% | 27 |
|
|
2025
Q1 | $1.82M | Sell |
9,084
-74
| -0.8% | -$14.8K | 0.79% | 25 |
|
|
2024
Q4 | $2.25M | Buy |
9,158
+284
| +3% | +$69.8K | 0.88% | 27 |
|
|
2024
Q3 | $1.88M | Buy |
8,874
+1,580
| +22% | +$335K | 0.84% | 25 |
|
|
2024
Q2 | $1.45M | Buy |
7,294
+422
| +6% | +$83.8K | 0.64% | 32 |
|
|
2024
Q1 | $1.4M | Buy |
6,872
+117
| +2% | +$23.9K | 0.69% | 31 |
|
|
2023
Q4 | $1.34M | Buy |
6,755
+249
| +4% | +$49.4K | 0.7% | 32 |
|
|
2023
Q3 | $1.08M | Sell |
6,506
-2,756
| -30% | -$457K | 0.67% | 32 |
|
|
2023
Q2 | $1.52M | Sell |
9,262
-952
| -9% | -$156K | 1.03% | 25 |
|
|
2023
Q1 | $1.49M | Buy |
+10,214
| New | +$1.49M | 1.1% | 26 |
|