SFP
FDNI icon

Sweet Financial Partners’s First Trust Dow Jones International Internet ETF FDNI Stock Holding History

Sweet Financial Partners’s Portfolio FDNI Stock Details FDNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-52,593
Closed -$1.9M – 178
2021
Q4 		$1.9M Buy
+52,593
New +$2.12M 0.79% 20

Other funds holding FDNI

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sweet Financial Partners's FDNI Position: Q1 2022 in Review

Sweet Financial Partners sold out of First Trust Dow Jones International Internet ETF (FDNI) in Q1 2022, closing a stake of 52,593 shares — an estimated $1.9M sold.

Sweet Financial Partners first reported a position in FDNI in Q4 2021 and held it in 1 quarter. The position peaked at $1.9M in Q4 2021. 21 funds tracked by Wall St. Rank hold FDNI as of Q1 2022.

  • Sweet Financial Partners reported no remaining First Trust Dow Jones International Internet ETF position as of Q1 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 52,593 First Trust Dow Jones International Internet ETF shares in Q1 2022, an estimated $1.9M.
  • Sweet Financial Partners first reported a position in First Trust Dow Jones International Internet ETF in Q4 2021 and held it in 1 quarter.
  • Sweet Financial Partners's First Trust Dow Jones International Internet ETF position peaked at $1.9M in Q4 2021.
  • 21 funds tracked by Wall St. Rank held First Trust Dow Jones International Internet ETF as of Q1 2022.

Based on Sweet Financial Partners's 13F filing for Q1 2022, filed 22 Apr 2022.