Strategic Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-3,009
| Closed | -$396 | – | 250 |
|
2019
Q3 | $396 | Sell |
3,009
-316
| -10% | -$42 | ﹤0.01% | 230 |
|
2019
Q2 | $478K | Sell |
3,325
-485
| -13% | -$69.7K | 0.23% | 94 |
|
2019
Q1 | $538K | Sell |
3,810
-2,054
| -35% | -$290K | 0.25% | 96 |
|
2018
Q4 | $800K | Sell |
5,864
-14,216
| -71% | -$1.94M | 0.4% | 77 |
|
2018
Q3 | $2.84M | Buy |
20,080
+4,415
| +28% | +$625K | 1.52% | 15 |
|
2018
Q2 | $2.16M | Buy |
15,665
+15,615
| +31,230% | +$2.15M | 1.25% | 13 |
|
2018
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 614 |
|