TWP
FDN icon

Triad Wealth Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-32
Closed -$6.56K – 330
2024
Q2 		$6.56K Buy
+32
New +$6.42K ﹤0.01% 512

Other funds holding FDN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Triad Wealth Partners's FDN Position: Q3 2024 in Review

Triad Wealth Partners sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2024, closing a stake of 32 shares — an estimated $6.56K sold.

Triad Wealth Partners first reported a position in FDN in Q2 2024 and held it in 1 quarter. The position peaked at $6.56K in Q2 2024. 507 funds tracked by Wall St. Rank hold FDN as of Q3 2024.

  • Triad Wealth Partners reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 32 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2024, an estimated $6.56K.
  • Triad Wealth Partners first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's First Trust Dow Jones Internet Index Fund ETF position peaked at $6.56K in Q2 2024.
  • 507 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.