Strategic Financial Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Strategic Financial Partners’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 Q3	–	Sell	-2,371	Closed	-$301K	–	65
2022 Q2	$301K	Sell	2,371 -222	-9%	-$33.2K	0.18%	48
2022 Q1	$487K	Sell	2,593 -143	-5%	-$27.2K	0.25%	46
2021 Q4	$619K	Sell	2,736 -70	-2%	-$16.6K	0.3%	41
2021 Q3	$662K	Buy	2,806 +367	+15%	+$89.7K	0.36%	42
2021 Q2	$597K	Sell	2,439 -20	-0.8%	-$4.57K	0.33%	42
2021 Q1	$536K	Buy	2,459 +810	+49%	+$180K	0.32%	42
2020 Q4	$350K	Buy	1,649 +93	+6%	+$18.8K	0.23%	50
2020 Q3	$293K	Buy	1,556 +198	+15%	+$36.5K	0.23%	52
2020 Q2	$232K	Buy	+1,358	New	+$207K	0.19%	56

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Millennium Management New York $240B AUM 35.51% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJA

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

RJFSA

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

Strategic Financial Partners's FDN Position: Q3 2022 in Review

Strategic Financial Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022, closing a stake of 2,371 shares — an estimated $301K sold.

Strategic Financial Partners first reported a position in FDN in Q2 2020 and held it in 9 quarters. The position peaked at $662K in Q3 2021. 407 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

Strategic Financial Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2022 after selling out during the quarter.
Strategic Financial Partners sold 2,371 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $301K.
Strategic Financial Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and held it in 9 quarters.
Strategic Financial Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $662K in Q3 2021.
407 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on Strategic Financial Partners's 13F filing for Q3 2022, filed 10 Jul 2024.