United Capital Financial 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 | $657K | Hold |
2,441
| – | – | 0.01% | 710 |
|
|
2025
Q1 | $542K | Sell |
2,441
-190
| -7% | -$42.2K | ﹤0.01% | 718 |
|
|
2024
Q4 | $640K | Buy |
2,631
+561
| +27% | +$136K | 0.01% | 663 |
|
|
2024
Q3 | $438K | Hold |
2,070
| – | – | ﹤0.01% | 759 |
|
|
2024
Q2 | $424K | Sell |
2,070
-521
| -20% | -$107K | ﹤0.01% | 742 |
|
|
2024
Q1 | $531K | Sell |
2,591
-1,106
| -30% | -$227K | ﹤0.01% | 717 |
|
|
2023
Q4 | $690K | Sell |
3,697
-16,407
| -82% | -$3.06M | 0.01% | 645 |
|
|
2023
Q3 | $3.21M | Sell |
20,104
-637
| -3% | -$102K | 0.02% | 356 |
|
|
2023
Q2 | $3.38M | Sell |
20,741
-180,780
| -90% | -$29.5M | 0.02% | 367 |
|
|
2023
Q1 | $29.8M | Sell |
201,521
-5,103
| -2% | -$754K | 0.17% | 120 |
|
|
2022
Q4 | $25.4M | Sell |
206,624
-4,421
| -2% | -$544K | 0.14% | 136 |
|
|
2022
Q3 | $26.6M | Sell |
211,045
-1,386
| -0.7% | -$175K | 0.16% | 130 |
|
|
2022
Q2 | $27M | Sell |
212,431
-737
| -0.3% | -$93.6K | 0.15% | 139 |
|
|
2022
Q1 | $40.1M | Buy |
213,168
+2,071
| +1% | +$389K | 0.19% | 106 |
|
|
2021
Q4 | $47.7M | Sell |
211,097
-1,366
| -0.6% | -$309K | 0.22% | 100 |
|
|
2021
Q3 | $50.1M | Buy |
212,463
+3,518
| +2% | +$830K | 0.25% | 77 |
|
|
2021
Q2 | $51.2M | Buy |
208,945
+1,086
| +0.5% | +$266K | 0.26% | 79 |
|
|
2021
Q1 | $45.3M | Buy |
207,859
+2,492
| +1% | +$543K | 0.25% | 89 |
|
|
2020
Q4 | $43.6M | Sell |
205,367
-2,110
| -1% | -$448K | 0.26% | 84 |
|
|
2020
Q3 | $39.1M | Sell |
207,477
-2,953
| -1% | -$556K | 0.26% | 92 |
|
|
2020
Q2 | $35.9M | Sell |
210,430
-4,691
| -2% | -$800K | 0.26% | 90 |
|
|
2020
Q1 | $26.6M | Buy |
215,121
+3,829
| +2% | +$474K | 0.22% | 99 |
|
|
2019
Q4 | $29.4M | Buy |
211,292
+836
| +0.4% | +$116K | 0.19% | 115 |
|
|
2019
Q3 | $28.3M | Sell |
210,456
-8,274
| -4% | -$1.11M | 0.2% | 112 |
|
|
2019
Q2 | $31.5M | Sell |
218,730
-2,023
| -0.9% | -$291K | 0.21% | 109 |
|
|
2019
Q1 | $30.7M | Sell |
220,753
-8,427
| -4% | -$1.17M | 0.22% | 104 |
|
|
2018
Q4 | $26.7M | Sell |
229,180
-30,275
| -12% | -$3.53M | 0.21% | 104 |
|
|
2018
Q3 | $36.7M | Sell |
259,455
-13,798
| -5% | -$1.95M | 0.26% | 88 |
|
|
2018
Q2 | $37.6M | Sell |
273,253
-21,196
| -7% | -$2.92M | 0.28% | 76 |
|
|
2018
Q1 | $35.5M | Buy |
294,449
+57,237
| +24% | +$6.9M | 0.27% | 83 |
|
|
2017
Q4 | $26.2M | Sell |
237,212
-6,739
| -3% | -$745K | 0.21% | 112 |
|
|
2017
Q3 | $25M | Sell |
243,951
-47,793
| -16% | -$4.89M | 0.21% | 108 |
|
|
2017
Q2 | $27.6M | Sell |
291,744
-19,156
| -6% | -$1.81M | 0.25% | 97 |
|
|
2017
Q1 | $27.4M | Sell |
310,900
-68,815
| -18% | -$6.06M | 0.26% | 91 |
|
|
2016
Q4 | $30.3M | Sell |
379,715
-44,826
| -11% | -$3.58M | 0.29% | 73 |
|
|
2016
Q3 | $34.6M | Sell |
424,541
-31,264
| -7% | -$2.55M | 0.34% | 62 |
|
|
2016
Q2 | $32.8M | Buy |
455,805
+145,237
| +47% | +$10.5M | 0.33% | 56 |
|
|
2016
Q1 | $21.2M | Sell |
310,568
-317,935
| -51% | -$21.7M | 0.23% | 86 |
|
|
2015
Q4 | $46.9M | Buy |
628,503
+327,724
| +109% | +$24.5M | 0.54% | 32 |
|
|
2015
Q3 | $19.9M | Buy |
300,779
+39,833
| +15% | +$2.63M | 0.24% | 80 |
|
|
2015
Q2 | $17.5M | Sell |
260,946
-6,235
| -2% | -$419K | 0.2% | 112 |
|
|
2015
Q1 | $17.8M | Buy |
+267,181
| New | +$17.8M | 0.22% | 115 |
|