Signature Wealth Management Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $503K | Sell |
1,867
-16
| -0.8% | -$4.31K | 0.29% | 63 |
|
2025
Q1 | $418K | Sell |
1,883
-29
| -2% | -$6.44K | 0.27% | 68 |
|
2024
Q4 | $465K | Sell |
1,912
-117
| -6% | -$28.5K | 0.32% | 60 |
|
2024
Q3 | $430K | Sell |
2,029
-201
| -9% | -$42.6K | 0.31% | 64 |
|
2024
Q2 | $457K | Hold |
2,230
| – | – | 0.35% | 57 |
|
2024
Q1 | $457K | Sell |
2,230
-2,321
| -51% | -$476K | 0.37% | 58 |
|
2023
Q4 | $849K | Sell |
4,551
-255
| -5% | -$47.6K | 0.74% | 31 |
|
2023
Q3 | $767K | Buy |
4,806
+606
| +14% | +$96.7K | 0.75% | 31 |
|
2023
Q2 | $685K | Sell |
4,200
-104
| -2% | -$17K | 0.63% | 39 |
|
2023
Q1 | $636K | Hold |
4,304
| – | – | 0.59% | 44 |
|
2022
Q4 | $530K | Sell |
4,304
-32
| -0.7% | -$3.94K | 0.52% | 52 |
|
2022
Q3 | $547K | Sell |
4,336
-346
| -7% | -$43.6K | 0.6% | 48 |
|
2022
Q2 | $595K | Sell |
4,682
-441
| -9% | -$56K | 0.61% | 46 |
|
2022
Q1 | $963K | Sell |
5,123
-1,326
| -21% | -$249K | 0.82% | 33 |
|
2021
Q4 | $1.46M | Sell |
6,449
-250
| -4% | -$56.5K | 1.24% | 21 |
|
2021
Q3 | $1.58M | Sell |
6,699
-544
| -8% | -$128K | 1.43% | 18 |
|
2021
Q2 | $1.77M | Sell |
7,243
-377
| -5% | -$92.3K | 1.61% | 14 |
|
2021
Q1 | $1.66M | Sell |
7,620
-137
| -2% | -$29.9K | 1.59% | 16 |
|
2020
Q4 | $1.65M | Buy |
+7,757
| New | +$1.65M | 1.65% | 15 |
|