SignalPoint Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

SignalPoint Asset 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
2024 Q3	–	Sell	-1,750	Closed	-$359K	–	269
2024 Q2	$359K	Buy	+1,750	New	+$351K	0.1%	181
2022 Q4	–	Sell	-2,140	Closed	-$270K	–	221
2022 Q3	$270K	Buy	2,140 +125	+6%	+$17.4K	0.1%	177
2022 Q2	$255K	Buy	2,015 +257	+15%	+$38.4K	0.09%	182
2022 Q1	$330K	Sell	1,758 -327	-16%	-$62.3K	0.1%	172
2021 Q4	$471K	Sell	2,085 -21	-1%	-$4.97K	0.14%	134
2021 Q3	$497K	Sell	2,106 -85	-4%	-$20.8K	0.16%	129
2021 Q2	$536K	Buy	2,191 +171	+8%	+$39.1K	0.17%	120
2021 Q1	$441K	Buy	2,020 +336	+20%	+$74.7K	0.16%	138
2020 Q4	$257K	Buy	1,684 +516	+44%	+$104K	0.1%	167
2020 Q3	$220K	Buy	+1,168	New	+$216K	0.09%	176

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SignalPoint Asset Management's FDN Position: Q3 2024 in Review

SignalPoint Asset Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2024, closing a stake of 1,750 shares — an estimated $359K sold.

SignalPoint Asset Management first reported a position in FDN in Q3 2020 and held it in 10 quarters. The position peaked at $536K in Q2 2021. 507 funds tracked by Wall St. Rank hold FDN as of Q3 2024.

SignalPoint Asset Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2024 after selling out during the quarter.
SignalPoint Asset Management sold 1,750 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2024, an estimated $359K.
SignalPoint Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 10 quarters.
SignalPoint Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $536K in Q2 2021.
507 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2024.

Based on SignalPoint Asset Management's 13F filing for Q3 2024, filed 7 Oct 2024.