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Summit Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Summit Wealth Partners’s Portfolio FDN Stock Details FDN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,691
Closed -$459K – 151
2020
Q2 		$459K Sell
2,691
-322
-11% -$54.9K 0.15% 92
2020
Q1 		$373K Buy
3,013
+58
+2% +$7.18K 0.15% 73
2019
Q4 		$411K Buy
+2,955
New +$411K 0.14% 74