Twin Peaks Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.75M | Sell |
13,815
-999
| -7% | -$271K | 1.21% | 23 |
|
2025
Q1 | $3.21M | Sell |
14,814
-1,384
| -9% | -$300K | 1.46% | 22 |
|
2024
Q4 | $3.94M | Sell |
16,198
-1,004
| -6% | -$244K | 1.66% | 22 |
|
2024
Q3 | $3.64M | Sell |
17,202
-455
| -3% | -$96.4K | 1.68% | 21 |
|
2024
Q2 | $3.62M | Sell |
17,657
-152
| -0.9% | -$31.2K | 1.81% | 18 |
|
2024
Q1 | $3.65M | Sell |
17,809
-433
| -2% | -$88.8K | 2.03% | 17 |
|
2023
Q4 | $3.4M | Buy |
+18,242
| New | +$3.4M | 2.17% | 14 |
|