StrategIQ Financial Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

StrategIQ Financial Group’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 Q2	–	Sell	-1,692	Closed	-$318K	–	286
2022 Q1	$318K	Hold	1,692	–	–	0.03%	244
2021 Q4	$383K	Buy	1,692 +15	+0.9%	+$3.55K	0.04%	223
2021 Q3	$396K	Buy	1,677 +90	+6%	+$22K	0.08%	158
2021 Q2	$389K	Buy	1,587 +65	+4%	+$14.9K	0.08%	160
2021 Q1	$332K	Buy	1,522 +122	+9%	+$27.1K	0.07%	169
2020 Q4	$297K	Buy	1,400 +310	+28%	+$62.7K	0.07%	170
2020 Q3	$205K	Buy	+1,090	New	+$201K	0.05%	185

Other funds holding FDN

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

StrategIQ Financial Group's FDN Position: Q2 2022 in Review

StrategIQ Financial Group sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2022, closing a stake of 1,692 shares — an estimated $318K sold.

StrategIQ Financial Group first reported a position in FDN in Q3 2020 and held it in 7 quarters. The position peaked at $396K in Q3 2021. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

StrategIQ Financial Group reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2022 after selling out during the quarter.
StrategIQ Financial Group sold 1,692 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $318K.
StrategIQ Financial Group first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and held it in 7 quarters.
StrategIQ Financial Group's First Trust Dow Jones Internet Index Fund ETF position peaked at $396K in Q3 2021.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on StrategIQ Financial Group's 13F filing for Q2 2022, filed 27 Jul 2022.