Ten Capital Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	$336K	Sell	2,065 -503	-20%	-$75.5K	0.1%	85
2023 Q1	$380K	Sell	2,568 -75	-3%	-$10.4K	0.12%	54
2022 Q4	$325K	Sell	2,643 -148	-5%	-$18.8K	0.13%	56
2022 Q3	$352K	Sell	2,791 -1,208	-30%	-$168K	0.16%	51
2022 Q2	$508K	Sell	3,999 -24	-0.6%	-$3.59K	0.22%	46
2022 Q1	$756K	Sell	4,023 -210	-5%	-$40K	0.32%	34
2021 Q4	$957K	Buy	4,233 +50	+1%	+$11.8K	0.39%	32
2021 Q3	$987K	Sell	4,183 -20	-0.5%	-$4.89K	0.46%	29
2021 Q2	$1.03M	Sell	4,203 -41	-1%	-$9.37K	0.23%	76
2021 Q1	$925K	Sell	4,244 -963	-18%	-$214K	0.23%	71
2020 Q4	$1.1M	Sell	5,207 -692	-12%	-$140K	0.31%	63
2020 Q3	$1.11M	Buy	+5,899	New	+$1.09M	0.37%	58

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ten Capital Wealth Advisors's FDN Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 20% in Q2 2023, selling an estimated $75.5K and leaving 2,065 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #85.

Ten Capital Wealth Advisors first reported a position in FDN in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.11M in Q3 2020. 433 funds tracked by Wall St. Rank hold FDN as of Q2 2023.

Ten Capital Wealth Advisors held 2,065 shares of First Trust Dow Jones Internet Index Fund ETF worth $336K as of Q2 2023.
Ten Capital Wealth Advisors sold 503 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2023, an estimated $75.5K.
First Trust Dow Jones Internet Index Fund ETF made up 0.1% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #85 holding.
Ten Capital Wealth Advisors first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.11M in Q3 2020.
433 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.