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Steward Partners Investment Solutions’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$539K Buy
2,626
+95
+4% +$18.7K 0.09% 147
2023
Q4 		$472K Buy
+2,531
New +$423K 0.2% 93

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Steward Partners Investment Solutions's FDN Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 3.8% in Q1 2024, buying an estimated $18.7K and bringing the position to 2,626 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #147.

Steward Partners Investment Solutions first reported a position in FDN in Q4 2023 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

  • Steward Partners Investment Solutions held 2,626 shares of First Trust Dow Jones Internet Index Fund ETF worth $539K as of Q1 2024.
  • Steward Partners Investment Solutions bought 95 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $18.7K.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.09% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #147 holding.
  • Steward Partners Investment Solutions first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and has held it in 2 quarters since.
  • 510 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.