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Synergy Asset Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Synergy Asset 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
-16,893
Closed -$3.15M – 142
2023
Q4 		$3.15M Buy
+16,893
New +$2.82M 0.56% 51

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Synergy Asset Management's FDN Position: Q1 2024 in Review

Synergy Asset Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024, closing a stake of 16,893 shares — an estimated $3.15M sold.

Synergy Asset Management first reported a position in FDN in Q4 2023 and held it in 1 quarter. The position peaked at $3.15M in Q4 2023. 510 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

  • Synergy Asset Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2024 after selling out during the quarter.
  • Synergy Asset Management sold 16,893 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $3.15M.
  • Synergy Asset Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2023 and held it in 1 quarter.
  • Synergy Asset Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $3.15M in Q4 2023.
  • 510 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Synergy Asset Management's 13F filing for Q1 2024, filed 18 Apr 2024.