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

Total Clarity 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 Q3	–	Sell	-576	Closed	-$73K	–	458
2022 Q2	$73K	Sell	576 -2,316	-80%	-$346K	0.04%	356
2022 Q1	$543K	Sell	2,892 -700	-19%	-$133K	0.3%	93
2021 Q4	$812K	Buy	3,592 +149	+4%	+$35.3K	0.37%	71
2021 Q3	$812K	Sell	3,443 -4	-0.1%	-$978	0.39%	65
2021 Q2	$844K	Sell	3,447 -94	-3%	-$21.5K	0.47%	62
2021 Q1	$772K	Sell	3,541 -47	-1%	-$10.5K	0.44%	56
2020 Q4	$761K	Buy	3,588 +426	+13%	+$86.2K	0.53%	52
2020 Q3	$595K	Sell	3,162 -888	-22%	-$164K	0.52%	54
2020 Q2	$691K	Buy	4,050 +90	+2%	+$13.7K	0.63%	49
2020 Q1	$490K	Buy	3,960 +1	+0%	+$139	0.76%	43
2019 Q4	$551K	Buy	+3,959	New	+$534K	0.41%	53

Other funds holding FDN

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJFSA

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

Total Clarity Wealth Management's FDN Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2022, closing a stake of 576 shares — an estimated $73K sold.

Total Clarity Wealth Management first reported a position in FDN in Q4 2019 and held it in 11 quarters. The position peaked at $844K in Q2 2021. 406 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 576 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $73K.
Total Clarity Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2019 and held it in 11 quarters.
Total Clarity Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $844K in Q2 2021.
406 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.