Sage Private Wealth Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Sage Private Wealth Group’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 Q4	–	Sell	-90	Closed	-$11K	–	86
2022 Q3	$11K	Hold	90	–	–	0.01%	144
2022 Q2	$11K	Hold	90	–	–	0.02%	136
2022 Q1	$17K	Hold	90	–	–	0.02%	126
2021 Q4	$20K	Hold	90	–	–	0.02%	117
2021 Q3	$21K	Hold	90	–	–	0.03%	116
2021 Q2	$22K	Hold	90	–	–	0.03%	109
2021 Q1	$20K	Hold	90	–	–	0.03%	116
2020 Q4	$19K	Buy	+90	New	+$18.2K	0.05%	107

Other funds holding FDN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Sage Private Wealth Group's FDN Position: Q4 2022 in Review

Sage Private Wealth Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 90 shares — an estimated $11K sold.

Sage Private Wealth Group first reported a position in FDN in Q4 2020 and held it in 8 quarters. The position peaked at $22K in Q2 2021. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Sage Private Wealth Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 90 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $11K.
Sage Private Wealth Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $22K in Q2 2021.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.