Selective Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Selective Wealth Management’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	-419	Closed	-$53K	–	319
2022 Q3	$53K	Buy	419 +134	+47%	+$18.7K	0.02%	291
2022 Q2	$36K	Sell	285 -15	-5%	-$2.24K	0.01%	370
2022 Q1	$56K	Hold	300	–	–	0.02%	284
2021 Q4	$68K	Hold	300	–	–	0.03%	236
2021 Q3	$71K	Hold	300	–	–	0.04%	222
2021 Q2	$73K	Buy	+300	New	+$68.6K	0.06%	143

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

Selective Wealth Management's FDN Position: Q4 2022 in Review

Selective Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 419 shares — an estimated $53K sold.

Selective Wealth Management first reported a position in FDN in Q2 2021 and held it in 6 quarters. The position peaked at $73K in Q2 2021. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

Selective Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 419 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $53K.
Selective Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $73K 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 Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.