SWA
Stratos Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $650K | Buy |
2,415
+452
| +23% | +$122K | 0.03% | 399 |
|
2025
Q1 | $436K | Sell |
1,963
-1,605
| -45% | -$357K | 0.02% | 464 |
|
2024
Q4 | $868K | Buy |
3,568
+1,635
| +85% | +$398K | 0.04% | 356 |
|
2024
Q3 | $409K | Hold |
1,933
| – | – | 0.02% | 544 |
|
2024
Q2 | $396K | Sell |
1,933
-1,140
| -37% | -$234K | 0.02% | 521 |
|
2024
Q1 | $630K | Buy |
3,073
+742
| +32% | +$152K | 0.04% | 416 |
|
2023
Q4 | $435K | Buy |
+2,331
| New | +$435K | 0.03% | 485 |
|
2021
Q3 | – | Sell |
-7,394
| Closed | -$1.81M | – | 520 |
|
2021
Q2 | $1.81M | Sell |
7,394
-565
| -7% | -$138K | 0.16% | 168 |
|
2021
Q1 | $1.74M | Sell |
7,959
-264
| -3% | -$57.6K | 0.18% | 151 |
|
2020
Q4 | $1.75M | Sell |
8,223
-1,046
| -11% | -$222K | 0.24% | 106 |
|
2020
Q3 | $1.75M | Sell |
9,269
-660
| -7% | -$124K | 0.43% | 64 |
|
2020
Q2 | $1.69M | Buy |
9,929
+8,060
| +431% | +$1.37M | 0.52% | 54 |
|
2020
Q1 | $231K | Sell |
1,869
-164
| -8% | -$20.3K | 0.16% | 129 |
|
2019
Q4 | $283K | Sell |
2,033
-280
| -12% | -$39K | 0.16% | 135 |
|
2019
Q3 | $311K | Buy |
2,313
+285
| +14% | +$38.3K | 0.12% | 179 |
|
2019
Q2 | $292K | Buy |
2,028
+418
| +26% | +$60.2K | 0.12% | 184 |
|
2019
Q1 | $224K | Sell |
1,610
-378
| -19% | -$52.6K | 0.12% | 189 |
|
2018
Q4 | $232K | Buy |
+1,988
| New | +$232K | 0.15% | 164 |
|