Titus Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Titus Wealth 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
2022 Q2	$417K	Buy	3,282 +15	+0.5%	+$2.24K	0.21%	81
2022 Q1	$614K	Buy	3,267 +300	+10%	+$57.2K	0.28%	62
2021 Q4	$671K	Buy	2,967 +94	+3%	+$22.3K	0.3%	57
2021 Q3	$681K	Buy	2,873 +113	+4%	+$27.6K	0.36%	46
2021 Q2	$676K	Buy	2,760 +72	+3%	+$16.5K	0.37%	44
2021 Q1	$586K	Sell	2,688 -150	-5%	-$33.4K	0.34%	51
2020 Q4	$602K	Buy	2,838 +30	+1%	+$6.07K	0.37%	50
2020 Q3	$529K	Buy	2,808 +51	+2%	+$9.41K	0.38%	51
2020 Q2	$470K	Sell	2,757 -108	-4%	-$16.5K	0.37%	53
2020 Q1	$354K	Buy	2,865 +300	+12%	+$41.6K	0.33%	60
2019 Q4	$357K	Sell	2,565 -62	-2%	-$8.37K	0.36%	64
2019 Q3	$354K	Buy	2,627 +25	+1%	+$3.53K	0.32%	60
2019 Q2	$374K	Sell	2,602 -67	-3%	-$9.56K	0.37%	54
2019 Q1	$371	Sell	2,669 -25	-0.9%	-$3.33K	0.33%	63
2018 Q4	$314	Sell	2,694 -548	-17%	-$68.1K	0.27%	63
2018 Q3	$459K	Sell	3,242 -231	-7%	-$32.8K	0.4%	44
2018 Q2	$478K	Buy	3,473 +983	+39%	+$129K	0.51%	35
2018 Q1	$637K	Sell	2,490 -2,265	-48%	-$274K	0.61%	30
2017 Q4	$522K	Buy	+4,755	New	+$511K	0.59%	31

Other funds holding FDN

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Titus Wealth Management's FDN Position: Q2 2022 in Review

Titus Wealth Management increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 0.46% in Q2 2022, buying an estimated $2.24K and bringing the position to 3,282 shares worth $417K. The position accounts for 0.21% of the portfolio, ranked #81.

Titus Wealth Management first reported a position in FDN in Q4 2017 and has held it in 19 quarters since. The position peaked at $681K in Q3 2021. 424 funds tracked by Wall St. Rank hold FDN as of Q2 2022.

Titus Wealth Management held 3,282 shares of First Trust Dow Jones Internet Index Fund ETF worth $417K as of Q2 2022.
Titus Wealth Management bought 15 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2022, an estimated $2.24K.
First Trust Dow Jones Internet Index Fund ETF made up 0.21% of Titus Wealth Management's portfolio in Q2 2022, its #81 holding.
Titus Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2017 and has held it in 19 quarters since.
Titus Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $681K in Q3 2021.
424 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.