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Truepoint Inc’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Truepoint Inc’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
Q1 		– Sell
-4,152
Closed -$775K – 166
2023
Q4 		$775K Hold
4,152
– – 0.02% 99
2023
Q3 		$663K Hold
4,152
– – 0.02% 102
2023
Q2 		$677K Buy
4,152
+1,943
+88% +$292K 0.02% 88
2023
Q1 		$327K Buy
+2,209
New +$305K 0.01% 116

Other funds holding FDN

First Trust Advisors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Truepoint Inc's FDN Position: Q1 2024 in Review

Truepoint Inc sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q1 2024, closing a stake of 4,152 shares — an estimated $775K sold.

Truepoint Inc first reported a position in FDN in Q1 2023 and held it in 4 quarters. The position peaked at $775K in Q4 2023. 510 funds tracked by Wall St. Rank hold FDN as of Q1 2024.

  • Truepoint Inc reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 4,152 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2024, an estimated $775K.
  • Truepoint Inc first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2023 and held it in 4 quarters.
  • Truepoint Inc's First Trust Dow Jones Internet Index Fund ETF position peaked at $775K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.