Sugarloaf Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Sugarloaf Wealth Management’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	–	Sell	-4	Closed	-$746	–	695
2023 Q4	$746	Hold	4	–	–	﹤0.01%	638
2023 Q3	$638	Hold	4	–	–	﹤0.01%	639
2023 Q2	$652	Hold	4	–	–	﹤0.01%	650
2023 Q1	$591	Hold	4	–	–	﹤0.01%	653
2022 Q4	$493	Buy	+4	New	+$508	﹤0.01%	733

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sugarloaf Wealth Management's FDN Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024, closing a stake of 4 shares — an estimated $746 sold.

Sugarloaf Wealth Management first reported a position in FDN in Q4 2022 and held it in 5 quarters. The position peaked at $746 in Q4 2023. 511 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

Sugarloaf Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 4 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $746.
Sugarloaf Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2022 and held it in 5 quarters.
Sugarloaf Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $746 in Q4 2023.
511 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.