RAFFA WEALTH MANAGEMENT, LLC’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2022 Q4	–	Sell	-329	Closed	-$41.5K	–	1095
2022 Q3	$41.5K	Hold	329	–	–	0.02%	153
2022 Q2	$41.8K	Hold	329	–	–	0.02%	153
2022 Q1	$61.8K	Sell	329 -90	-21%	-$17.1K	0.02%	125
2021 Q4	$94.7K	Buy	419 +239	+133%	+$56.6K	0.03%	99
2021 Q3	$42.5K	Hold	180	–	–	0.01%	143
2021 Q2	$44.1K	Hold	180	–	–	0.02%	147
2021 Q1	$39.3K	Hold	180	–	–	0.01%	149
2020 Q4	$38.2K	Hold	180	–	–	0.01%	146
2020 Q3	$33.9K	Hold	180	–	–	0.01%	141
2020 Q2	$30.7K	Hold	180	–	–	0.01%	144
2020 Q1	$22.6K	Hold	180	–	–	0.01%	150
2019 Q4	$25K	Hold	180	–	–	0.01%	180
2019 Q3	$24.2K	Buy	+180	New	+$25.4K	0.01%	185
2019 Q2	–	Sell	-180	Closed	-$25K	–	963
2019 Q1	$25K	Hold	180	–	–	0.01%	148
2018 Q4	$21K	Hold	180	–	–	0.01%	178
2018 Q3	$25.5K	Hold	180	–	–	0.01%	170
2018 Q2	$24.8K	Hold	180	–	–	0.01%	160
2018 Q1	$21.7K	Buy	180 +80	+80%	+$9.69K	0.01%	166
2017 Q4	$11K	Hold	100	–	–	﹤0.01%	188
2017 Q3	$10.2K	Hold	100	–	–	﹤0.01%	199
2017 Q2	$9.47K	Buy	+100	New	+$9.29K	﹤0.01%	200

Other funds holding FDN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

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

RAFFA WEALTH MANAGEMENT, LLC's FDN Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q4 2022, closing a stake of 329 shares — an estimated $41.5K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FDN in Q2 2017 and held it in 21 quarters. The position peaked at $94.7K in Q4 2021. 400 funds tracked by Wall St. Rank hold FDN as of Q4 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q4 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 329 First Trust Dow Jones Internet Index Fund ETF shares in Q4 2022, an estimated $41.5K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2017 and held it in 21 quarters.
RAFFA WEALTH MANAGEMENT, LLC's First Trust Dow Jones Internet Index Fund ETF position peaked at $94.7K in Q4 2021.
400 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.