TWM
TriaGen Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
8,953
+3,624
| +68% | +$976K | 0.73% | 35 |
|
|
2025
Q1 | $1.18M | Sell |
5,329
-6,765
| -56% | -$1.5M | 0.42% | 59 |
|
|
2024
Q4 | $2.94M | Sell |
12,094
-583
| -5% | -$142K | 0.99% | 19 |
|
|
2024
Q3 | $2.69M | Buy |
12,677
+107
| +0.9% | +$22.7K | 0.9% | 23 |
|
|
2024
Q2 | $2.58M | Buy |
12,570
+92
| +0.7% | +$18.9K | 1% | 26 |
|
|
2024
Q1 | $2.56M | Buy |
12,478
+371
| +3% | +$76.1K | 1.06% | 22 |
|
|
2023
Q4 | $2.26M | Sell |
12,107
-786
| -6% | -$147K | 1.08% | 24 |
|
|
2023
Q3 | $2.06M | Buy |
12,893
+726
| +6% | +$116K | 1.05% | 23 |
|
|
2023
Q2 | $1.98M | Buy |
+12,167
| New | +$1.98M | 0.91% | 31 |
|
|
2021
Q1 | – | Sell |
-7,385
| Closed | -$1.57M | – | 172 |
|
|
2020
Q4 | $1.57M | Buy |
+7,385
| New | +$1.57M | 0.92% | 41 |
|