TAP Consulting’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

TAP Consulting’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 Q4	$3.12M	Sell	12,831 -466	-4%	-$109K	0.64%	43
2024 Q3	$2.82M	Sell	13,297 -102	-0.8%	-$20.5K	0.55%	53
2024 Q2	$2.75M	Sell	13,399 -563	-4%	-$113K	0.58%	49
2024 Q1	$2.86M	Buy	+13,962	New	+$2.75M	0.63%	43
2022 Q1	–	Sell	-588	Closed	-$133K	–	276
2021 Q4	$133K	Buy	+588	New	+$139K	0.03%	163

Other funds holding FDN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

TAP Consulting's FDN Position: Q4 2024 in Review

TAP Consulting reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 3.5% in Q4 2024, selling an estimated $109K and leaving 12,831 shares worth $3.12M. The position accounts for 0.64% of the portfolio, ranked #43.

TAP Consulting first reported a position in FDN in Q4 2021 and has held it in 5 quarters since. 584 funds tracked by Wall St. Rank hold FDN as of Q4 2024.

TAP Consulting held 12,831 shares of First Trust Dow Jones Internet Index Fund ETF worth $3.12M as of Q4 2024.
TAP Consulting sold 466 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2024, an estimated $109K.
First Trust Dow Jones Internet Index Fund ETF made up 0.64% of TAP Consulting's portfolio in Q4 2024, its #43 holding.
TAP Consulting first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 5 quarters since.
584 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.