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

Triton 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
2023 Q3	–	Sell	-1,412	Closed	-$237K	–	75
2023 Q2	$237K	Sell	1,412 -5	-0.4%	-$751	0.13%	70
2023 Q1	$226K	Buy	+1,417	New	+$196K	0.14%	66
2022 Q4	–	Sell	-1,828	Closed	-$246K	–	85
2022 Q3	$246K	Sell	1,828 -608	-25%	-$84.7K	0.15%	63
2022 Q2	$351K	Sell	2,436 -124	-5%	-$18.5K	0.25%	52
2022 Q1	$477K	Hold	2,560	–	–	0.25%	53
2021 Q4	$477K	Sell	2,560 -17	-0.7%	-$4.03K	0.25%	53
2021 Q3	$635K	Sell	2,577 -9	-0.3%	-$2.2K	0.3%	44
2021 Q2	$624K	Buy	2,586 +1	+0%	+$229	0.36%	46
2021 Q1	$581K	Sell	2,585 -371	-13%	-$82.5K	0.39%	45
2020 Q4	$626K	Sell	2,956 -903	-23%	-$183K	0.4%	32
2020 Q3	$737K	Sell	3,859 -5,487	-59%	-$1.01M	0.62%	25
2020 Q2	$1.67M	Buy	+9,346	New	+$1.43M	1.73%	9

Other funds holding FDN

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

Triton Wealth Management's FDN Position: Q3 2023 in Review

Triton Wealth Management sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q3 2023, closing a stake of 1,412 shares — an estimated $237K sold.

Triton Wealth Management first reported a position in FDN in Q2 2020 and held it in 12 quarters. The position peaked at $1.67M in Q2 2020. 446 funds tracked by Wall St. Rank hold FDN as of Q3 2023.

Triton Wealth Management reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q3 2023 after selling out during the quarter.
Triton Wealth Management sold 1,412 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2023, an estimated $237K.
Triton Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2020 and held it in 12 quarters.
Triton Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $1.67M in Q2 2020.
446 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2023.

Based on Triton Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.